BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

176 hedge funds and large institutions have $935M invested in Boston Private Financial Holdings, Inc. in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
64
Reduced
61
Closed
18
Calls
$31K
Puts
$3.28M
Net Calls
-$3.25M
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
151
LS Investment Advisors
Michigan
$30K
Lazard Asset Management
152
Lazard Asset Management
New York
$27K +$13.2K +1,101 +96%
AIM
153
Aigen Investment Management
New York
$22K +$22K +1,862 New
PFBT
154
Parkside Financial Bank & Trust
Missouri
$21K +$2.69K +227 +15%
VCM
155
Versant Capital Management
Arizona
$20K -$715 -60 -3%
SWA
156
Sutton Wealth Advisors
Florida
$16K
TCOV
157
Trust Company of Vermont
Vermont
$13K
US Bancorp
158
US Bancorp
Minnesota
$11K -$300 -24 -3%
PCM
159
Prelude Capital Management
New York
$11K +$11K +886 New
PA
160
Parallel Advisors
California
$10K
GT
161
Glenmede Trust
Pennsylvania
$10K +$4.52K +396 +82%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$9K
QCG
163
Quadrant Capital Group
Ohio
$9K +$6.78K +624 +306%
CAM
164
ClariVest Asset Management
California
$8K
BCA
165
Berman Capital Advisors
Georgia
$8K
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$8K +$3.07K +262 +62%
FHA
167
First Horizon Advisors
Tennessee
$4K +$1.42K +131 +55%
TFO
168
Tarbox Family Office
California
$2K
HR
169
Howe & Rusling
New York
$2K
GAM
170
Gemmer Asset Management
California
$2K
EI
171
Ellevest Inc
New York
$2K +$2K +128 New
OPS
172
Orion Portfolio Solutions
Nebraska
$2K +$2K +189 New
CAW
173
Cornerstone Advisors (Washington)
Washington
$1K
TWA
174
TCI Wealth Advisors
Arizona
$1K
FRA
175
Front Row Advisors
California
$1K