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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

175 hedge funds and large institutions have $845M invested in Boston Private Financial Holdings, Inc. in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

1% more funds holding

Funds holding: 173175 (+2)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

4% more capital invested

Capital invested by funds: $810M → $845M (+$35.4M)

Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
61
Reduced
51
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$135M -$1.1M -96,667 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$101M +$3.32M +290,590 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.7M -$1.83M -160,038 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.1M -$261K -22,832 -0.4%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$37.7M +$639K +55,879 +2%
State Street
6
State Street
Massachusetts
$31.8M -$2.29M -200,716 -6%
Macquarie Group
7
Macquarie Group
Australia
$28M -$239K -20,894 -0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$26.8M +$429K +37,550 +2%
Goldman Sachs
9
Goldman Sachs
New York
$25.2M -$426K -37,254 -2%
Capital World Investors
10
Capital World Investors
California
$21.7M
Boston Partners
11
Boston Partners
Massachusetts
$18.3M +$467K +40,858 +3%
Northern Trust
12
Northern Trust
Illinois
$18M +$103K +9,034 +0.6%
Invesco
13
Invesco
Georgia
$17.5M +$13.3M +1,165,370 +268%
Millennium Management
14
Millennium Management
New York
$14.5M -$11.5M -1,009,872 -43%
Ameriprise
15
Ameriprise
Minnesota
$14.2M +$3.44M +300,750 +30%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$12.4M -$535K -46,778 -4%
BFC
17
Banc Funds Company
Illinois
$11.9M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$11.6M +$1.05M +91,812 +10%
Norges Bank
19
Norges Bank
Norway
$10.9M
ICOM
20
Investment Counselors of Maryland
Maryland
$10.3M +$466K +40,792 +5%
Charles Schwab
21
Charles Schwab
California
$8.74M +$931K +81,453 +11%
Renaissance Technologies
22
Renaissance Technologies
New York
$8.73M +$4.36M +381,700 +92%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$7.69M +$3.24M +283,672 +68%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.38M -$278K -24,363 -3%
Deutsche Bank
25
Deutsche Bank
Germany
$6.77M +$3.88M +339,052 +121%

BPFH Hedge Fund Activity: Q1 2019 in Review

175 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2019, worth a combined $845M — up 4.4% from $810M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BPFH positions and 22 closed out — a net gain of 2 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $13.3M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 175 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2019, up from 173 in Q4 2018.
  • Funds reported $845M of Boston Private Financial Holdings, Inc. stock for Q1 2019, up 4.4% quarter-over-quarter.
  • 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2019 and 22 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2019 was Invesco, an estimated $13.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2019 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2019.