Boston Private Financial Holdings Inc (NASDAQ:BPFH)

13.05
Data as of Nov 26
 -0.03 / -0.23%
Today’s Change
11.40
Today|||52-Week Range
14.64
+3.41%
Year-to-Date
Institutional investors purchased a net $434.9 thousand shares of BPFH during the quarter ended September 2014 and now own 91.03% 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 stakeholders6.82%
Mutual fund holders53.84%
Other institutional37.19%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014NFJ INVESTMENT GROUP LLC  Bought 1.8 Million shares of Boston Private Financial ...
9/30/2014MILLENNIUM MANAGEMENT LLC  Bought 653.6 Thousand shares of Boston Private Financial ...
9/30/2014PRINCIPAL GLOBAL INVESTORS LLC  Bought 323.5 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 Advisors7.76%6,243,81882,106,207-164,626-2.57%
The Vanguard Group, Inc.6.55%5,266,16669,250,083+242,420+4.83%
Pyramis Global Advisors LLC5.34%4,298,50156,525,288-197,251-4.39%
Dimensional Fund Advisors LP4.62%3,715,12948,853,946+76,296+2.10%
SSgA Funds Management, Inc.3.98%3,202,41542,111,757-908,953-22.11%
Goldman Sachs Asset Management LP3.66%2,942,59838,695,164-105,725-3.47%
Fidelity Management & Research Co...3.28%2,636,33134,667,753-60,002-2.23%
Delaware Management Business Trus...3.10%2,490,45132,749,431-11,969-0.48%
The Banc Funds Co. LLC2.96%2,378,36331,275,473-383,000-13.87%
Wellington Management Co. LLP2.91%2,339,74330,767,620-175,962-6.99%

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...2.53%2,039,22926,815,86100.00%
Fidelity VIP - Mid Cap Portfolio2.23%1,793,71623,587,365-109,600-5.76%
SPDR S&P Regional Banking ETF2.10%1,688,69422,206,326-39,264-2.27%
iShares Core S&P Small Cap ETF2.04%1,638,69421,548,826+42,796+2.68%
Delaware Small Cap Value Fund1.98%1,594,83520,972,080+132,726+9.08%
Lord Abbett Small Cap Value Fund1.98%1,589,40020,900,610-177,700-10.06%
American Beacon Small Cap Value F...1.67%1,346,77817,710,131+172,800+14.72%
AllianzGI NFJ Small Cap Value Fun...1.67%1,340,92517,633,164+1,340,925--
Vanguard Small Cap Index Fund1.64%1,317,71417,327,939+5,291+0.40%
Vanguard Total Stock Market Index...1.53%1,231,11116,189,110+33,913+2.83%

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