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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

156 hedge funds and large institutions have $1.27B invested in Boston Private Financial Holdings, Inc. in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

8% more capital invested

Capital invested by funds: $1.18B → $1.27B (+$96.3M)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

3% less funds holding

Funds holding: 160156 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $710K

Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
61
Reduced
50
Closed
13
Calls
Puts
$710K
Net Calls
-$710K
Net Calls Change
-$401K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$175M +$5.24M +346,923 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M +$1.89M +124,966 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$125M -$71.7K -4,742 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$88M +$422K +27,894 +0.5%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$60.8M +$55.4M +3,667,136 New
Macquarie Group
6
Macquarie Group
Australia
$54.6M +$6.87M +454,411 +16%
Goldman Sachs
7
Goldman Sachs
New York
$47.3M +$2.58M +170,599 +6%
State Street
8
State Street
Massachusetts
$42.6M -$5.17M -341,807 -12%
Capital World Investors
9
Capital World Investors
California
$32.7M
BFC
10
Banc Funds Company
Illinois
$28.8M +$151K +10,000 +0.6%
Northern Trust
11
Northern Trust
Illinois
$27.9M -$81.5K -5,393 -0.3%
Millennium Management
12
Millennium Management
New York
$26.7M +$6.79M +449,178 +39%
CRM
13
Cramer Rosenthal McGlynn
Connecticut
$23M +$285K +18,865 +1%
American Century Companies
14
American Century Companies
Missouri
$23M +$2.51M +165,840 +14%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$22.3M -$548K -36,283 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$21.5M -$876K -57,960 -4%
Ameriprise
17
Ameriprise
Minnesota
$17.5M -$1.85M -122,502 -10%
TSW
18
Thompson Siegel & Walmsley
Virginia
$16.6M -$517K -34,192 -3%
Norges Bank
19
Norges Bank
Norway
$16.5M -$955K -63,175 -6%
RA
20
Royce & Associates
New York
$15.9M +$1.59M +105,316 +12%
ICOM
21
Investment Counselors of Maryland
Maryland
$14.4M -$516K -34,148 -4%
Victory Capital Management
22
Victory Capital Management
Texas
$13.9M -$5.25M -347,566 -29%
GI
23
GAMCO Investors
Connecticut
$13.7M -$1.98M -130,800 -14%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$12.4M +$266K +17,585 +2%
HA
25
Heartland Advisors
Wisconsin
$11.5M +$378K +25,000 +4%

BPFH Hedge Fund Activity: Q3 2017 in Review

156 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2017, worth a combined $1.27B — up 8.2% from $1.18B a quarter earlier.

Fund positioning in BPFH was balanced in Q3 2017: 13 funds opened new positions, 13 closed out, 61 added to existing stakes and 50 trimmed.

The largest buyer was Macquarie Group, adding an estimated $6.87M. The largest seller was Mendon Capital Advisors, cutting an estimated $6.39M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2017, down from 160 in Q2 2017.
  • Funds reported $1.27B of Boston Private Financial Holdings, Inc. stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2017 and 13 closed out, a net change of 0 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2017 was Macquarie Group, an estimated $6.87M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2017 was Mendon Capital Advisors, an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2017.