Boston Private Financial Holdings Inc (NASDAQ:BPFH)

12.45
Delayed Data
As of May 05
 -0.09 / -0.71%
Today’s Change
10.55
Today|||52-Week Range
13.82
-7.57%
Year-to-Date
Institutional investors purchased a net $853.2 thousand shares of BPFH during the quarter ended March 2015 and now own 88.95% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Regional Banks industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders6.67%
Mutual fund holders46.65%
Other institutional42.30%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015QUANTITATIVE MANAGEMENT ASSOCIAT...  Bought 771.1 Thousand shares of Boston Private Financial ...
3/31/2015K2 & ASSOCIATES INVESTMENT MANAG...  Bought 407.9 Thousand shares of Boston Private Financial ...
3/31/2015BRYN MAWR CAPITAL MANAGEMENT, IN...  Bought 117.0 Thousand shares of Boston Private Financial ...

Top 10 Owners of Boston Private Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors8.03%6,671,02581,052,954+427,207+6.84%
The Vanguard Group, Inc.6.49%5,392,00365,512,836+125,837+2.39%
Pyramis Global Advisors LLC5.07%4,214,63151,207,767-83,870-1.95%
Dimensional Fund Advisors LP4.62%3,839,05046,644,458+123,921+3.34%
SSgA Funds Management, Inc.4.03%3,351,02740,714,978+148,612+4.64%
Goldman Sachs Asset Management LP3.78%3,144,27638,202,953+201,678+6.85%
Delaware Management Business Trus...3.45%2,870,79734,880,184+380,346+15.27%
NFJ Investment Group LLC3.24%2,692,00032,707,800+862,800+47.17%
Fidelity Management & Research Co...3.14%2,609,83131,709,447-26,500-1.01%
Wellington Management Co. LLP2.79%2,322,71328,220,963-17,030-0.73%

Top 10 Mutual Funds Holding Boston Private Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Goldman Sachs Small Cap Value Fun...2.49%2,072,03925,175,274-57,891-2.72%
iShares Core S&P Small Cap ETF2.30%1,914,98723,267,092+34,726+1.85%
SPDR S&P Regional Banking ETF2.23%1,851,97822,501,533+491,849+36.16%
Fidelity VIP - Mid Cap Portfolio2.16%1,793,71621,793,64900.00%
Delaware Small Cap Value Fund2.00%1,663,74520,214,502-5,346-0.32%
Vanguard Small Cap Index Fund1.72%1,427,71117,346,689+29,158+2.08%
Vanguard Total Stock Market Index...1.66%1,378,15716,744,608+12,975+0.95%
iShares Russell 2000 ETF1.65%1,374,16316,696,080+116,195+9.24%
Royce Opportunity Fund1.14%943,44611,462,869+26,000+2.83%
Heartland Select Value Fund1.12%931,82711,321,69800.00%

To view my watchlist

Not a member yet?

Sign up now for a free account