Boston Private Financial Holdings
(NASDAQ: BPFH)
10.04
+0.12
+1.21%
+0.12
+1.21%
MORE ON BPFH
OWNERSHIP INFORMATION
| Shares Outstanding | 79.70 Mil |
| Institutional Ownership (%) | 71.54 |
| Top 10 Institutions (%) | 37.53 |
| Mutual Fund Ownership (%) | 41.99 |
| 5%/Insider Ownership (%) | 5.23 |
| Float (%) | 0.97 |
OWNERSHIP ACTIVITY
| DESCRIPTION | # OF HOLDERS | SHARES |
|---|---|---|
| Total Positions | 166 | 57,101,871 |
| New Positions | 41 | 2,009,203 |
| Soldout Positions | 13 | 2,438,456 |
| Net Position Change | 125 | 997,167 |
| Buyers | 73 | 3,690,618 |
| Sellers | 52 | -2,693,451 |
| MUTUAL FUND | SHS HELD | SHS CHG | %CHG | $CHG* | %OUT | %PORT | RPT DATE |
|---|---|---|---|---|---|---|---|
| Lord Abbett Small Cap Value Fund | 2,484,600 | 182,600 | 7.93 | 1,804,088 | 3.14 | 0.67 | 03-31-13 |
| iShares Core S&P Small-Cap ETF | 1,389,305 | 0 | 0 | 0 | 1.76 | 0.13 | 06-17-13 |
| Goldman Sachs Small Cap Value | 1,324,511 | 150,008 | 12.77 | 1,482,079 | 1.68 | 0.34 | 03-31-13 |
| iShares Russell 2000 ETF | 1,270,964 | -16,620 | -1.29 | -164,870 | 1.61 | 0.06 | 06-17-13 |
| ICM Small Company Portfolio | 1,172,200 | 0 | 0 | 0 | 1.48 | 0.87 | 04-30-13 |
| CRM Small Cap Value Fund | 1,130,350 | -12,300 | -1.08 | -121,524 | 1.43 | 1.39 | 03-31-13 |
| Vanguard Small Cap Index | 1,112,212 | -70,258 | -5.94 | -694,149 | 1.41 | 0.03 | 03-31-13 |
| Delaware Small Cap Value Fund | 986,800 | 45,400 | 4.82 | 437,656 | 1.25 | 0.68 | 04-30-13 |
| Royce Opportunity Fund | 978,546 | 18,000 | 1.87 | 177,840 | 1.24 | 0.45 | 03-31-13 |
| Vanguard Total Stock Mkt Idx | 975,561 | 47,309 | 5.1 | 467,413 | 1.23 | 0 | 03-31-13 |
| Invesco Small Cap Equity Fund | 822,158 | 21,359 | 2.67 | 211,027 | 1.04 | 0.81 | 03-31-13 |
| SPDR S&P Regional Banking ETF | 809,137 | -7,408 | -0.91 | -73,487 | 1.02 | 0.56 | 06-17-13 |
| Loomis Sayles Small Cap Growth Fund | 770,422 | -29,567 | -3.7 | -285,026 | 0.97 | 0.85 | 04-30-13 |
| American Century Small Cap Value Fund | 689,156 | -10,844 | -1.55 | -107,139 | 0.87 | 0.33 | 03-31-13 |
| Vanguard Small Cap Value Index Fund | 687,610 | 20,092 | 3.01 | 198,509 | 0.87 | 0.07 | 03-31-13 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
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