BPFH

Boston Private Financial Holdings, Inc.
BPFH

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $885M invested in Boston Private Financial Holdings, Inc. in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-6
Holders Change %
-3.68%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
69
Reduced
51
Closed
18
Calls
–
Puts
$729K
Net Calls
-$729K
Net Calls Change
-$77K

Top Buyers

1
TSW
Thompson Siegel & Walmsley
Virginia
+$10.5M
2
PIM
Perkins Investment Management
Illinois
+$10.4M
3
NIM
Northeast Investment Management
Massachusetts
+$4.87M
4
AH
Achievement Holdings
Illinois
+$4.12M
5
CAM
Cortina Asset Management
Wisconsin
+$3.2M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
-$8.67M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.35M
3
KCM
Kennedy Capital Management
Missouri
-$3.62M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.9M
5
GC
Guggenheim Capital
Illinois
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.9M +$550K +47,044 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.8M +$1.46M +124,799 +2%
BFA
3
BlackRock Fund Advisors
California
$57M +$2.23M +190,439 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.6M +$1.17M +100,188 +2%
State Street
5
State Street
Massachusetts
$46.3M -$1.95M -167,015 -4%
Goldman Sachs
6
Goldman Sachs
New York
$36.8M -$309K -26,420 -0.8%
Macquarie Group
7
Macquarie Group
Australia
$35.8M +$1.12M +95,937 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$34.1M +$2.41M +205,740 +8%
BIT
9
BlackRock Institutional Trust
California
$25.3M -$101K -8,633 -0.4%
HA
10
Heartland Advisors
Wisconsin
$24.9M -$43.3K -3,703 -0.2%
TSW
11
Thompson Siegel & Walmsley
Virginia
$24.1M +$10.5M +898,415 +77%
WMSA
12
Weiss Multi-Strategy Advisers
New York
$23.8M +$358K +30,626 +2%
BFC
13
Banc Funds Company
Illinois
$20.9M -$293K -25,000 -1%
RA
14
Royce & Associates
New York
$20.7M +$192K +16,400 +0.9%
Northern Trust
15
Northern Trust
Illinois
$16.2M +$855K +73,104 +6%
AH
16
Achievement Holdings
Illinois
$15.2M +$4.12M +352,500 +37%
GI
17
GAMCO Investors
Connecticut
$13.3M +$2.51M +214,695 +23%
Capital World Investors
18
Capital World Investors
California
$13M – – –
ICOM
19
Investment Counselors of Maryland
Maryland
$12.3M -$1.27M -108,800 -9%
MCM
20
Maltese Capital Management
New York
$10.8M +$1.23M +105,000 +13%
Millennium Management
21
Millennium Management
New York
$10.4M +$1.76M +150,157 +20%
PIM
22
Perkins Investment Management
Illinois
$10.4M +$10.4M +887,214 New
AAM
23
Aberdeen Asset Management
United Kingdom
$9.97M +$648K +55,400 +7%
Prudential Financial
24
Prudential Financial
New Jersey
$9.76M -$2.09M -178,500 -18%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$9.65M +$9.65M +825,170 New
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