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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

153 hedge funds and large institutions have $969M invested in Boston Private Financial Holdings, Inc. in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $894M → $969M (+$75.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 157153 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
64
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$91.9M -$1.42M -110,370 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.6M +$1.61M +125,837 +2%
BFA
3
BlackRock Fund Advisors
California
$59.6M +$5.8M +452,508 +11%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$57.8M +$3.95M +307,653 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$51.7M +$1.59M +123,921 +3%
Goldman Sachs
6
Goldman Sachs
New York
$46.2M +$2.25M +175,423 +5%
State Street
7
State Street
Massachusetts
$45.1M +$1.91M +148,612 +5%
Macquarie Group
8
Macquarie Group
Australia
$38.7M +$4.88M +380,346 +15%
Allianz Asset Management
9
Allianz Asset Management
Germany
$36.8M +$11.6M +906,207 +50%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$31.3M -$218K -17,030 -0.7%
BIT
11
BlackRock Institutional Trust
California
$30.3M -$324K -25,301 -1%
BFC
12
Banc Funds Company
Illinois
$30M -$1.92M -150,000 -6%
William Blair & Company
13
William Blair & Company
Illinois
$20.6M +$866K +67,530 +5%
HA
14
Heartland Advisors
Wisconsin
$19.7M -$688K -53,643 -4%
RIM
15
RS Investment Management
California
$19.6M +$15.1K +1,180 +0.1%
RA
16
Royce & Associates
New York
$18.6M
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$16.7M -$807K -62,959 -5%
ICOM
18
Investment Counselors of Maryland
Maryland
$15.7M -$851K -66,350 -5%
Northern Trust
19
Northern Trust
Illinois
$14M -$125K -9,725 -0.9%
Principal Financial Group
20
Principal Financial Group
Iowa
$12.1M +$841K +65,613 +8%
LI
21
LMCG Investments
Massachusetts
$11.2M -$691K -53,841 -6%
TA
22
Teachers Advisors
New York
$11M +$252K +19,680 +2%
Norges Bank
23
Norges Bank
Norway
$10.7M +$2.37M +184,827 +30%
IIM
24
Ironwood Investment Management
Massachusetts
$9.34M -$474K -36,937 -5%
GI
25
GAMCO Investors
Connecticut
$9.16M

BPFH Hedge Fund Activity: Q4 2014 in Review

153 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2014, worth a combined $969M — up 8.4% from $894M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BPFH and 13 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 64 added.

The largest buyer was Allianz Asset Management, adding an estimated $11.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $21.5M sold.

  • 153 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2014, down from 157 in Q3 2014.
  • Funds reported $969M of Boston Private Financial Holdings, Inc. stock for Q4 2014, up 8.4% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2014 and 16 closed out, a net change of -3 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2014 was Allianz Asset Management, an estimated $11.6M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2014 was Lord, Abbett & Co, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2014.