We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

156 hedge funds and large institutions have $861M invested in Boston Private Financial Holdings, Inc. in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% less funds holding

Funds holding: 157156 (-1)

3% less capital invested

Capital invested by funds: $885M → $861M (-$23.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
59
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.3M +$82.2K +7,067 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.1M +$2.51M +216,263 +4%
BFA
3
BlackRock Fund Advisors
California
$58.5M +$3.29M +283,144 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.8M +$4.79M +412,080 +10%
Millennium Management
5
Millennium Management
New York
$37.8M +$28.4M +2,442,059 +274%
Macquarie Group
6
Macquarie Group
Australia
$35M +$339K +29,163 +1%
Goldman Sachs
7
Goldman Sachs
New York
$31.5M -$4.21M -361,957 -12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$28.8M -$4.42M -379,779 -13%
BIT
9
BlackRock Institutional Trust
California
$24.9M +$400K +34,398 +2%
State Street
10
State Street
Massachusetts
$24.1M -$21.3M -1,834,763 -46%
TSW
11
Thompson Siegel & Walmsley
Virginia
$22.3M -$1.06M -91,475 -4%
HA
12
Heartland Advisors
Wisconsin
$21.3M -$2.94M -253,200 -12%
BFC
13
Banc Funds Company
Illinois
$20.3M
RA
14
Royce & Associates
New York
$20.2M +$101K +8,700 +0.5%
American Century Companies
15
American Century Companies
Missouri
$16.3M +$16.7M +1,439,692 New
Northern Trust
16
Northern Trust
Illinois
$16.1M +$409K +35,159 +3%
GI
17
GAMCO Investors
Connecticut
$14.8M +$1.91M +163,900 +14%
PIM
18
Perkins Investment Management
Illinois
$14.6M +$4.67M +401,720 +45%
WMSA
19
Weiss Multi-Strategy Advisers
New York
$14.2M -$9.08M -780,626 -38%
Capital World Investors
20
Capital World Investors
California
$12.6M
MCA
21
Mendon Capital Advisors
Florida
$12.1M +$9.35M +803,867 +307%
ICOM
22
Investment Counselors of Maryland
Maryland
$11.9M
AAM
23
Aberdeen Asset Management
United Kingdom
$11.4M +$2.04M +175,300 +21%
MCM
24
Maltese Capital Management
New York
$11M +$598K +51,400 +6%
Norges Bank
25
Norges Bank
Norway
$9.05M

BPFH Hedge Fund Activity: Q4 2015 in Review

156 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2015, worth a combined $861M — down 2.7% from $885M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPFH positions and 19 closed out — a net gain of 2 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was State Street, cutting an estimated $21.3M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2015, down from 157 in Q3 2015.
  • Funds reported $861M of Boston Private Financial Holdings, Inc. stock for Q4 2015, down 2.7% quarter-over-quarter.
  • 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2015 and 19 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2015 was Millennium Management, an estimated $28.4M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2015 was State Street, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2015.