Boston Part L/S Research-InsBPIRX

13F holders, Q4 2024 (December 31)
5holders +1
1new positions
0sold out
$13.51avg. 13F price*

At the end of Q4 2024, 5 institutions reported holding Boston Part L/S Research-Ins (BPIRX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Broderick Brian C ($7.2M), Hemenway Trust Co LLC ($2.6M) and Somerville Kurt F ($363K).

Company
Boston Part L/S Research-Ins
Filed as
ROBECO BOSTON PARTNERS LONG SH (Q4 2024)
CUSIP
74925K581
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 5Q2 2025Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 5Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$14K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 134,638 shares bought, net +134,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Broderick Brian C 1.42% Add +11.1% 536,266 $7.2M
Hemenway Trust Co LLC 0.21% Add +70.0% 194,041 $2.6M
Somerville Kurt F 0.06% No change 26,891 $363K
Dempze Nancy E 0.10% No change 12,962 $175K
Financial Gravity Companies, Inc. 0.00% New 1,035 $14K

"% of holder's portfolio" is BPIRX's weight in each manager's 13F, not the share of Boston Part L/S Research-Ins the manager owns.