Boston Private Financial Holdings Inc (NASDAQ:BPFH)

Data as of Dec 19
 -0.13 / -0.97%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $457.3 thousand shares of BPFH during the quarter ended September 2014 and now own 88.58% 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 stakeholders6.63%
Mutual fund holders52.46%
Other institutional36.12%

Largest Quarterly Institutional

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

Total value ($)Shares
bought / sold
BlackRock Fund Advisors7.54%6,243,81879,671,118-164,626-2.57%
The Vanguard Group, Inc.6.36%5,266,16667,196,278+242,420+4.83%
Pyramis Global Advisors LLC5.19%4,298,50154,848,873-197,251-4.39%
Dimensional Fund Advisors LP4.49%3,715,12947,405,046+76,296+2.10%
SSgA Funds Management, Inc.3.87%3,202,41540,862,815-908,953-22.11%
Goldman Sachs Asset Management LP3.56%2,942,59837,547,550-105,725-3.47%
Fidelity Management & Research Co...3.19%2,636,33133,639,584-60,002-2.23%
Delaware Management Business Trus...3.01%2,490,45131,778,155-11,969-0.48%
The Banc Funds Co. LLC2.87%2,378,36330,347,912-383,000-13.87%
Wellington Management Co. LLP2.83%2,339,74329,855,121-175,962-6.99%

Top 10 Mutual Funds Holding Boston Private Financial Holdings Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Goldman Sachs Small Cap Value Fun...2.46%2,039,22926,020,56200.00%
AllianzGI NFJ Small Cap Value Fun...2.41%1,996,50025,475,340+655,575+48.89%
Fidelity VIP - Mid Cap Portfolio2.17%1,793,71622,887,81600.00%
iShares Core S&P Small Cap ETF2.03%1,680,67921,445,464+41,985+2.56%
Delaware Small Cap Value Fund1.96%1,622,05320,697,396+27,218+1.71%
SPDR S&P Regional Banking ETF1.93%1,597,83620,388,387-90,858-5.38%
Lord Abbett Small Cap Value Fund1.92%1,589,40020,280,744-177,700-10.06%
American Beacon Small Cap Value F...1.63%1,346,77817,184,88700.00%
Vanguard Small Cap Index Fund1.62%1,341,42117,116,532+7,562+0.57%
iShares Russell 2000 ETF1.56%1,289,69516,456,508+84,048+6.97%

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