BPFH

Boston Private Financial Holdings, Inc.
BPFH

Overview Fund Activity
Delisted

BPFH was delisted on the 30th of June, 2021.

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172 hedge funds and large institutions have $1.25B invested in Boston Private Financial Holdings, Inc. in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+17
Holders Change %
+10.97%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
51
Reduced
63
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$14.4M
2
AAM
Aberdeen Asset Management
United Kingdom
+$12.4M
3
Victory Capital Management
Victory Capital Management
Texas
+$12.1M
4
BFA
BlackRock Fund Advisors
California
+$11.4M
5
Invesco
Invesco
Georgia
+$10.1M

Top Sellers

1
PIM
Perkins Investment Management
Illinois
-$20.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$18.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14.3M
5
RA
Royce & Associates
New York
-$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$51K -$3.62K -221 -7%
LIA
152
LS Investment Advisors
Michigan
$49K – – –
Barclays
153
Barclays
United Kingdom
$44K +$14.5K +888 +49%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$40K – – –
PA
155
Perennial Advisors
New York
$20K +$20K +1,200 New
TRCT
156
Tower Research Capital (TRC)
New York
$18K +$18K +1,048 New
IPC
157
Independent Portfolio Consultants
Florida
$17K +$3.14K +190 +23%
MFS
158
MSI Financial Services
Massachusetts
$11K – – –
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$10K -$3.75K -217 -27%
PA
160
Parallel Advisors
California
$10K +$10K +620 New
Bessemer Group
161
Bessemer Group
New Jersey
$8K -$23.3K -1,489 -74%
Walleye Trading
162
Walleye Trading
New York
$5K +$5K +300 New
US Bancorp
163
US Bancorp
Minnesota
$4K -$76.2K -4,227 -95%
HR
164
Howe & Rusling
New York
$3K – – –
CFG
165
Citizens Financial Group
Rhode Island
$3K – – –
QCG
166
Quadrant Capital Group
Ohio
$2K – – –
TWA
167
TCI Wealth Advisors
Arizona
$1K – – –
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +44 New
TCOV
169
Trust Company of Vermont
Vermont
$1K +$1K +46 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$1K +$1K +48 New
IA
171
IFP Advisors
Florida
$1K +$1K +55 New
WMSA
172
Weiss Multi-Strategy Advisers
New York
– -$5.76M -448,544 Closed
WI
173
WBI Investments
New Jersey
– -$1.44M -112,272 Closed
CIP
174
Convergence Investment Partners
Florida
– -$1.09M -85,158 Closed
Arrowstreet Capital
175
Arrowstreet Capital
Massachusetts
– -$882K -68,760 Closed
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