BPFH

Boston Private Financial Holdings, Inc.
BPFH

Overview Fund Activity
Delisted

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

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169 hedge funds and large institutions have $514M invested in Boston Private Financial Holdings, Inc. in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
55
Reduced
58
Closed
28
Calls
$77K
Puts
$238K
Net Calls
-$161K
Net Calls Change
+$1.78M

Top Buyers

1
WA
Wasatch Advisors
Utah
+$4.02M
2
Millennium Management
Millennium Management
New York
+$3.92M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$1.84M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.81M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$12M
2
Select Equity Group
Select Equity Group
New York
-$9.35M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.41M
4
GKIM
GW&K Investment Management
Massachusetts
-$2.19M
5
PI
PEAK6 Investments
Illinois
-$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$81.8M -$1.38M -200,867 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.3M -$2.41M -350,014 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.6M +$3.2M +464,482 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$40.6M +$1.53M +222,215 +4%
State Street
5
State Street
Massachusetts
$21.6M -$605K -87,955 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$18.9M -$414K -60,241 -2%
Capital World Investors
7
Capital World Investors
California
$13.6M – – –
BFC
8
Banc Funds Company
Illinois
$11.6M -$147K -21,439 -1%
Ameriprise
9
Ameriprise
Minnesota
$11.6M -$511K -74,342 -4%
Northern Trust
10
Northern Trust
Illinois
$11.3M -$126K -18,247 -1%
ICOM
11
Investment Counselors of Maryland
Maryland
$11.2M +$882K +128,182 +9%
WA
12
Wasatch Advisors
Utah
$10.1M +$4.02M +584,720 +66%
Charles Schwab
13
Charles Schwab
California
$9.41M +$1.34M +194,323 +17%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.9M +$137K +19,914 +2%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$8.62M +$1.84M +267,391 +27%
Norges Bank
16
Norges Bank
Norway
$8.06M +$1.03M +149,813 +15%
Renaissance Technologies
17
Renaissance Technologies
New York
$5.71M -$391K -56,828 -6%
BNP Paribas Asset Management
18
BNP Paribas Asset Management
France
$5.64M +$163K +23,632 +3%
MCM
19
Maltese Capital Management
New York
$5.6M -$580K -84,255 -9%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$4.67M -$8.91K -1,295 -0.2%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$4.53M +$432K +62,780 +11%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.21M -$219K -31,813 -5%
Goldman Sachs
23
Goldman Sachs
New York
$4.03M -$526K -76,471 -12%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.96M +$734K +106,595 +23%
Millennium Management
25
Millennium Management
New York
$3.92M +$3.92M +570,215 New
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