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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

151 hedge funds and large institutions have $875M invested in Boston Private Financial Holdings, Inc. in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $779M → $875M (+$96M)

6% more funds holding

Funds holding: 143151 (+8)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
52
Reduced
57
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$73M -$5.45M -470,234 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.9M +$1.67M +143,653 +3%
BFA
3
BlackRock Fund Advisors
California
$54.8M +$1.07M +91,925 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$43.2M -$13.9K -1,197 -0%
State Street
5
State Street
Massachusetts
$42.4M +$393K +33,861 +1%
Goldman Sachs
6
Goldman Sachs
New York
$40.6M +$4.22M +363,801 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$39.9M +$5.16M +445,225 +16%
Invesco
8
Invesco
Georgia
$36.8M +$989K +85,318 +3%
BFC
9
Banc Funds Company
Illinois
$35.8M +$34.8K +3,000 +0.1%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$34.2M -$10.5M -905,600 -25%
BIT
11
BlackRock Institutional Trust
California
$29.3M +$295K +25,458 +1%
Macquarie Group
12
Macquarie Group
Australia
$28.7M +$1.74M +150,303 +7%
HA
13
Heartland Advisors
Wisconsin
$19.1M +$470K +40,485 +3%
ICOM
14
Investment Counselors of Maryland
Maryland
$18.3M -$446K -38,500 -3%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$17.6M -$129K -11,090 -0.8%
RA
16
Royce & Associates
New York
$17.5M +$154K +13,304 +1%
William Blair & Company
17
William Blair & Company
Illinois
$16.6M +$1.72M +148,671 +13%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$16.4M -$6.19M -534,125 -29%
Northern Trust
19
Northern Trust
Illinois
$15.7M -$1.27M -109,625 -8%
BCM
20
Basswood Capital Management
New York
$13.8M +$1.9M +163,406 +18%
LI
21
LMCG Investments
Massachusetts
$13.3M -$14.3K -1,230 -0.1%
IIM
22
Ironwood Investment Management
Massachusetts
$12.1M +$418K +36,077 +4%
KCM
23
Kennedy Capital Management
Missouri
$11.3M -$28.1K -2,421 -0.3%
Norges Bank
24
Norges Bank
Norway
$10.5M
RCAMU
25
Rothschild & Co Asset Management US
Connecticut
$8.5M -$1.02M -87,661 -12%

BPFH Hedge Fund Activity: Q4 2013 in Review

151 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2013, worth a combined $875M — up 12% from $779M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BPFH positions and 7 closed out — a net gain of 8 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $5.16M. The largest seller was Lord, Abbett & Co, cutting an estimated $10.5M.

  • 151 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2013, up from 143 in Q3 2013.
  • Funds reported $875M of Boston Private Financial Holdings, Inc. stock for Q4 2013, up 12% quarter-over-quarter.
  • 15 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2013 and 7 closed out, a net change of +8 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2013 was Bank of New York Mellon, an estimated $5.16M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2013 was Lord, Abbett & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2013.