BPFH

Boston Private Financial Holdings, Inc.
BPFH

Overview Fund Activity
Delisted

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

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164 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
64
Reduced
55
Closed
17
Calls
$257K
Puts
$550K
Net Calls
-$293K
Net Calls Change
+$248K

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$24.4M
2
BlackRock
BlackRock
New York
+$8.54M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.86M
4
State Street
State Street
Massachusetts
+$5.05M
5
American Century Companies
American Century Companies
Missouri
+$4.34M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$9.92M
2
MCA
Mendon Capital Advisors
Florida
-$7.73M
3
HA
Heartland Advisors
Wisconsin
-$5.18M
4
RA
Royce & Associates
New York
-$4.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$177M +$8.54M +567,407 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M +$4.31M +286,280 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$103M -$900K -59,802 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81.6M +$938K +62,335 +1%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$64.8M +$4.34M +288,132 +7%
Macquarie Group
6
Macquarie Group
Australia
$49.6M -$127K -8,431 -0.3%
State Street
7
State Street
Massachusetts
$47.5M +$5.05M +335,321 +12%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$47.4M +$24.4M +1,618,482 +106%
Goldman Sachs
9
Goldman Sachs
New York
$42.7M -$857K -56,939 -2%
Capital World Investors
10
Capital World Investors
California
$29.8M – – –
Millennium Management
11
Millennium Management
New York
$26.5M +$406K +26,989 +2%
Northern Trust
12
Northern Trust
Illinois
$25.6M +$253K +16,838 +1%
American Century Companies
13
American Century Companies
Missouri
$23.9M +$4.34M +288,442 +22%
BFC
14
Banc Funds Company
Illinois
$22.6M -$1.67M -111,000 -7%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$19.4M -$659K -43,784 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$19.2M -$154K -10,210 -0.8%
Ameriprise
17
Ameriprise
Minnesota
$15.3M +$197K +13,077 +1%
Norges Bank
18
Norges Bank
Norway
$13.8M -$194K -12,920 -1%
ICOM
19
Investment Counselors of Maryland
Maryland
$13.3M +$2.09K +139 +0%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$11.8M +$241K +16,003 +2%
TSW
21
Thompson Siegel & Walmsley
Virginia
$11.6M -$972K -64,554 -8%
RA
22
Royce & Associates
New York
$11.4M -$4.3M -285,700 -27%
Charles Schwab
23
Charles Schwab
California
$9.81M +$1.01M +67,432 +12%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$9.75M -$3.53M -234,466 -27%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.72M +$233K +15,492 +2%
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