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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

165 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

6% more funds holding

Funds holding: 156165 (+9)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$78.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $541K

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
52
Closed
10
Calls
Puts
$541K
Net Calls
-$541K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$173M +$9.17M +575,050 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M +$2.04M +128,206 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$107M -$10.2M -642,329 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.8M +$718K +44,999 +0.8%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$62.1M +$5.58M +349,673 +10%
Macquarie Group
6
Macquarie Group
Australia
$51.1M +$87.8K +5,504 +0.2%
Goldman Sachs
7
Goldman Sachs
New York
$44.7M +$650K +40,781 +1%
State Street
8
State Street
Massachusetts
$43.6M +$3.9M +244,701 +10%
Capital World Investors
9
Capital World Investors
California
$30.6M
Millennium Management
10
Millennium Management
New York
$26.8M +$1.9M +119,188 +7%
Northern Trust
11
Northern Trust
Illinois
$26M +$33.4K +2,093 +0.1%
BFC
12
Banc Funds Company
Illinois
$24.9M -$2.07M -130,000 -7%
CRM
13
Cramer Rosenthal McGlynn
Connecticut
$23.7M +$2.26M +141,970 +10%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$20.6M -$297K -18,630 -1%
American Century Companies
15
American Century Companies
Missouri
$20.1M -$1.37M -86,001 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$19.9M -$196K -12,310 -0.9%
RA
17
Royce & Associates
New York
$16.1M +$1.29M +81,000 +8%
Ameriprise
18
Ameriprise
Minnesota
$15.5M -$878K -55,030 -5%
Norges Bank
19
Norges Bank
Norway
$14.4M -$1.09M -68,435 -7%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$13.6M +$3.22M +201,867 +30%
ICOM
21
Investment Counselors of Maryland
Maryland
$13.6M +$180K +11,287 +1%
TSW
22
Thompson Siegel & Walmsley
Virginia
$12.9M -$2.65M -166,106 -17%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$11.9M +$318K +19,959 +3%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$10.9M +$560K +35,103 +5%
HA
25
Heartland Advisors
Wisconsin
$10.5M -$180K -11,291 -2%

BPFH Hedge Fund Activity: Q4 2017 in Review

165 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2017, worth a combined $1.19B — down 6.2% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPFH positions and 10 closed out — a net gain of 11 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $9.17M. The largest seller was Fidelity Investments, cutting an estimated $10.2M.

  • 165 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2017, up from 156 in Q3 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2017 and 10 closed out, a net change of +11 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2017 was BlackRock, an estimated $9.17M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2017 was Fidelity Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2017.