Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
176 hedge funds and large institutions have $935M invested in Boston Private Financial Holdings, Inc. in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 18 closing their positions.
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
2% more capital invested
Capital invested by funds: $914M → $935M (+$20.7M)
1% less funds holding
Funds holding: 178 → 176 (-2)
99% less call options, than puts
Call options by funds: $31K | Put options by funds: $3.28M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$10M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.22M |
| 3 |
BlackRock
New York
|
+$2.33M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$2.13M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$17.3M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$11.3M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$5.66M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$4.3M |
| 5 |
JP Morgan Chase
New York
|
-$2.02M |
BPFH Hedge Fund Activity: Q4 2019 in Review
176 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2019, worth a combined $935M — up 2.3% from $914M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BPFH positions and 18 closed out — a net gain of 3 holders — while 64 added to existing stakes and 61 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $10M. The largest seller was Invesco, cutting an estimated $17.3M.
- 176 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2019, down from 178 in Q3 2019.
- Funds reported $935M of Boston Private Financial Holdings, Inc. stock for Q4 2019, up 2.3% quarter-over-quarter.
- 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2019 and 18 closed out, a net change of +3 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q4 2019 was Wasatch Advisors, an estimated $10M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q4 2019 was Invesco, an estimated $17.3M sold.
Based on aggregated 13F filings for Q4 2019.