BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

178 hedge funds and large institutions have $914M invested in Boston Private Financial Holdings, Inc. in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
68
Reduced
58
Closed
15
Calls
Puts
$156K
Net Calls
-$156K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Shares
Change %
MOACM
151
Mutual of America Capital Management
New York
$36K +$1.09K +94 +3%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$33K +$10.7K +908 +48%
LWCFA
153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K +$30K +2,574 New
MAM
154
Meeder Asset Management
Ohio
$30K +$30K +2,582 New
LIA
155
LS Investment Advisors
Michigan
$29K
VCM
156
Versant Capital Management
Arizona
$20K -$10.9K -945 -35%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$18K -$1.69K -145 -9%
SWA
158
Sutton Wealth Advisors
Florida
$15.5K
TCOV
159
Trust Company of Vermont
Vermont
$13K
Lazard Asset Management
160
Lazard Asset Management
New York
$13K +$13K +1,152 New
US Bancorp
161
US Bancorp
Minnesota
$11K
PA
162
Parallel Advisors
California
$10K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$9K
CAM
164
ClariVest Asset Management
California
$7K
BCA
165
Berman Capital Advisors
Georgia
$7K
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$5K +$2.83K +238 +131%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$4K
BWP
168
Baldwin Wealth Partners
Massachusetts
$2K -$371K -26,320 -99%
HR
169
Howe & Rusling
New York
$2K
TFO
170
Tarbox Family Office
California
$2K
GAM
171
Gemmer Asset Management
California
$2K
FHA
172
First Horizon Advisors
Tennessee
$2K +$1.16K +138 +138%
QCG
173
Quadrant Capital Group
Ohio
$2K +$2K +204 New
TWA
174
TCI Wealth Advisors
Arizona
$1K -$2.36K -146 -70%
FRA
175
Front Row Advisors
California
$1K