BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

169 hedge funds and large institutions have $653M invested in Boston Private Financial Holdings, Inc. in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
18
Increased
54
Reduced
64
Closed
25
Calls
$113K
Puts
$125K
Net Calls
-$12K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$102M +$814K +96,302 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.8M +$1.27M +150,276 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$48.7M +$48.7M +5,760,989 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$46M -$2.25M -266,132 -5%
HAM
5
HoldCo Asset Management
Florida
$34.2M +$34.2M +4,049,713 New
State Street
6
State Street
Massachusetts
$27M +$2.04M +241,950 +8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$21M -$2.87M -340,112 -12%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$19.6M -$20.7M -2,451,959 -51%
Ameriprise
9
Ameriprise
Minnesota
$18M +$1.24M +146,268 +7%
BFC
10
Banc Funds Company
Illinois
$17.8M +$1.01M +120,000 +6%
Charles Schwab
11
Charles Schwab
California
$12.9M +$468K +55,375 +4%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$11.8M +$5.01M +412,045 +74%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$11.3M -$224K -26,481 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$10.9M -$86.8K -10,271 -0.8%
Northern Trust
15
Northern Trust
Illinois
$10.8M -$2.61M -309,142 -20%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$10.4M +$4.96M +586,856 +91%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$8.63M +$545K +64,553 +7%
Goldman Sachs
18
Goldman Sachs
New York
$8.33M +$2.19M +258,661 +36%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$7.45M -$27.6K -3,270 -0.4%
Norges Bank
20
Norges Bank
Norway
$7.35M -$1.1M -129,804 -13%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$7.23M -$321K -37,956 -4%
Morgan Stanley
22
Morgan Stanley
New York
$6M +$4.14M +489,659 +223%
MI
23
M3F Inc
Utah
$4.86M +$3.62M +428,952 +294%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.78M -$194K -22,943 -4%
GI
25
GAMCO Investors
Connecticut
$4.5M -$50.7K -6,000 -1%