Boston Private Financial Holdings Inc (NASDAQ:BPFH)

11.00
Data as of Jan 30
 -0.31 / -2.74%
Today’s Change
10.55
Today|||52-Week Range
14.42
-18.34%
Year-to-Date
Institutional investors purchased a net $212.1 thousand shares of BPFH during the quarter ended September 2014 and now own 88.63% 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 stakeholders6.70%
Mutual fund holders53.66%
Other institutional34.97%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014AMERICAN CENTURY INVESTMENT MANA...  Bought 63.6 Thousand shares of Boston Private Financial ...
12/31/2014GATOR CAPITAL MANAGEMENT LLC  Bought 43.2 Thousand shares of Boston Private Financial ...
12/31/2014TFS CAPITAL LLC  Bought 34.5 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 Advisors7.54%6,243,81884,104,228-164,626-2.57%
The Vanguard Group, Inc.6.36%5,266,16670,935,256+242,420+4.83%
Pyramis Global Advisors LLC5.19%4,298,50157,900,808-197,251-4.39%
Dimensional Fund Advisors LP4.49%3,715,12950,042,788+76,296+2.10%
SSgA Funds Management, Inc.3.87%3,202,41543,136,530-908,953-22.11%
Goldman Sachs Asset Management LP3.56%2,942,59839,636,795-105,725-3.47%
Fidelity Management & Research Co...3.19%2,636,33135,511,379-60,002-2.23%
Delaware Management Business Trus...3.01%2,490,45133,546,375-11,969-0.48%
The Banc Funds Co. LLC2.87%2,378,36332,036,550-383,000-13.87%
Wellington Management Co. LLP2.83%2,339,74331,516,338-175,962-6.99%

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...2.57%2,129,93028,690,157+90,701+4.45%
AllianzGI NFJ Small Cap Value Fun...2.41%1,996,50026,892,85500.00%
SPDR S&P Regional Banking ETF2.25%1,863,56725,102,247+265,731+16.63%
Fidelity VIP - Mid Cap Portfolio2.17%1,793,71624,161,35500.00%
iShares Core S&P Small Cap ETF2.12%1,756,29023,657,226+75,611+4.50%
Lord Abbett Small Cap Value Fund1.92%1,589,40021,409,218-177,700-10.06%
Delaware Small Cap Value Fund1.92%1,586,99121,376,769-35,062-2.16%
iShares Russell 2000 ETF1.66%1,375,30118,525,304+85,606+6.64%
American Beacon Small Cap Value F...1.63%1,346,77818,141,10000.00%
Vanguard Small Cap Index Fund1.62%1,341,42118,068,941+7,562+0.57%

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