BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

169 hedge funds and large institutions have $653M invested in Boston Private Financial Holdings, Inc. in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
18
Increased
54
Reduced
64
Closed
25
Calls
$113K
Puts
$125K
Net Calls
-$12K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
151
Meeder Asset Management
Ohio
$13K +$5.72K +658 +79%
Macquarie Group
152
Macquarie Group
Australia
$11K
FPS
153
Fieldpoint Private Securities
Connecticut
$11K +$11K +1,355 New
VCG
154
Vantage Consulting Group
Virginia
$10K +$10K +1,135 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$9K
GAM
156
Gemmer Asset Management
California
$5K
PWPS
157
Pinnacle Wealth Planning Services
Ohio
$5K +$5K +565 New
TWA
158
TCI Wealth Advisors
Arizona
$4K
ABC
159
Associated Banc-Corp
Wisconsin
$4K +$1.5K +166 +60%
FTDI
160
First Trust Direct Indexing
Massachusetts
$3K +$3K +340 New
Osaic Holdings
161
Osaic Holdings
Arizona
$2K -$2.19K -206 -52%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$2K
TFO
163
Tarbox Family Office
California
$2K
FRA
164
Front Row Advisors
California
$1K
GWS
165
Glassman Wealth Services
Virginia
$1K
Group One Trading
166
Group One Trading
Illinois
$1K +$1K +100 New
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +165 New
AIG
168
American International Group
New York
$467 -$12 -1,375 -2%
WA
169
Wasatch Advisors
Utah
-$9.17M -1,660,329 Closed
BNP Paribas Asset Management
170
BNP Paribas Asset Management
France
-$4.57M -827,934 Closed
JAM
171
Jacobs Asset Management
New York
-$4.14M -750,000 Closed
Select Equity Group
172
Select Equity Group
New York
-$760K -137,651 Closed
JC
173
JCSD Capital
California
-$552K -100,000 Closed
Stifel Financial
174
Stifel Financial
Missouri
-$552K -100,000 Closed
TI
175
Trexquant Investment
Connecticut
-$477K -86,433 Closed