BOSTON PARTNERS

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Boston Partners is based out of Boston. Boston Partners is a large advisory firm with 1742 clients and discretionary assets under management (AUM) of $82,351,987,467 (Form ADV from 2019-07-26). Their last reported 13F filing for Q3 2019 included $75,609,778,000 in managed 13F securities and a top 10 holdings concentration of 15.73%. Boston Partners's largest holding is Berkshire Hathaway Inc Class B with shares held of 8,368,436. Boston Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 64 13F filings, and 495 13G filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $75.61 Billion
  • Prior Market Value $76.251 Billion
  • New Purchases59 stocks
  • Additional Purchases215 stocks
  • Sold out of8 stocks
  • Reduced holdings in141 stocks
  • Top 10 Holdings % 15.73 %
  • Turnover % [1]:9.42%
  • Turnover Alt % [2]: 1.15 %
  • Time Held Top20:10.00 quarters
  • Time Held Top10:8.10 quarters
  • Time Held All:16.09 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 9.53%
Performance Last 4 Quarters: 10.92%
Performance Metrics
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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR/A (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR/A (Subscription required)
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  • 2009-06-30 - 13F-HR/A (Subscription required)
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  • 2009-03-31 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR/A (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR/A (Subscription required)
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  • 2007-06-30 - 13F-HR/A (Subscription required)
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  • 2007-03-31 - 13F-HR/A (Subscription required)
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  • 2007-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Bank of New York Mellon Corp
Boston Partners Trust Co
ORIX CORP
ORIX Corp Europe N.V.
Robeco Institutional Asset Management B.V.

View Last Form Adv Compilation Report on Record

BOSTON PARTNERS
Classified as Hedge Fund
ONE GRAND CENTRAL PLACE 60 EAST 42ND STREET, STE 1550
NEW YORK NY    10165
Country: United States

Business Phone: 212-908-9500
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 152
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 827,553,000
Total Number of Clients: 1742
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BOSTON PARTNERS GLOBAL INVESTORS, INC.

ownership team - last updated 2019-07-26
Name Title Start Date Direct/Indirect % Ownership
BUTTERLY, WILLIAM, GEORGE GENERAL COUNSEL, DIRECTOR OF SUSTAINABILITY & ENGAGEMENT, & SECRETARY 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBECO USA, LLC GENERAL COUNSEL direct 2005-07-01
SUSTAINABLE ASSET MANAGEMENT USA, INC. CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY direct 2007-05-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY direct 2008-07-01
DEUTSCHE ASSET MANAGEMENT INC SECRETARY, EVP direct 2000-09-01 2002-06-05
ZURICH SCUDDER INVESTMENTS, INC. SECRETARY direct 2002-04-01 2002-08-27
DEUTSCHE ASSET MANAGEMENT INC SECRETARY, EVP, GENERAL COUNSEL, CHIEF LEGAL OFFICER direct 2000-09-01 2003-03-31
DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC. SECRETARY, GENERAL COUNSEL, CLO direct 2002-04-01 2003-03-31
DEUTSCHE ASSET MANAGEMENT INC GENERAL COUNSEL, CHIEF LEGAL OFFICER AND SECRETARY direct 2000-09-01 2004-03-30
DB INVESTMENT MANAGERS, INC. CHIEF LEGAL OFFICER direct 2004-01-01 2004-04-26
DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC. SECRETARY, GENERAL COUNSEL, CHIEF LEGAL OFFICER direct 2002-04-01 2004-09-24
ROBECO USA, INC. SECRETARY & GENERAL COUNSEL direct 2005-03-01 2008-03-28
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CHIEF LEGAL OFFICER direct 2006-10-01 2008-03-28
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-09-01 2008-08-26
SUSTAINABLE ASSET MANAGEMENT USA, INC. CHIEF LEGAL OFFICER direct 2007-05-01 2008-10-13
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER AND SECRETARY direct 2008-09-01 2016-03-23
ROBECO INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-07-01 2017-02-24
OCE US HOLDING, INC. SOLE SHAREHOLDER 01/01/2006 Direct 75% or more
FEENEY, JOSEPH, FRANCIS CO-CHIEF EXECUTIVE OFFICER & DIRECTOR 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBECO INVESTMENT MANAGEMENT, INC. MANAGEMENT COMMITTEE MEMBER direct 2006-10-01
ROBECO USA, INC. SENIOR MANAGING DIRECTOR direct 2006-10-01
ROBECO INVESTMENT MANAGEMENT, INC. CO-CEO direct 2008-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CEO & DIRECTOR direct 2008-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CHIEF EXECUTIVE OFFICER & DIRECTOR direct 2008-07-01
ROBECO USA, LLC SENIOR MANAGING DIRECTOR direct 2006-10-01
DONOVAN, MARK, EDWARD CO-CHIEF EXECUTIVE OFFICER & DIRECTOR 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS ASSET MANAGEMENT, LLC PRESIDENT direct 2005-02-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CHIEF EXECUTIVE OFFICER & DIRECTOR direct 2008-07-01
BOSTON PARTNERS ASSET MANAGEMENT LP LIMITED PARTNER direct 1995-06-01 2002-06-26
ROBECO INVESTMENT MANAGEMENT, INC. MANAGEMENT COMMITTEE MEMBER direct 2008-01-01 2008-03-28
ROBECO INVESTMENT MANAGEMENT, INC. CO-CEO direct 2008-07-01 2016-07-28
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC BOARD MEMBER direct 2009-02-01 2016-10-10
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CEO & DIRECTOR direct 2008-07-01 2017-02-24
DAVIS, MATTHEW, JOHN CHIEF OPERATING OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CONTROLLER direct 2006-11-01
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC BOARD MEMBER, PRESIDENT, TREASURER direct 2008-08-01
ROBECO INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2008-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CHIEF OPERATING OFFICER direct 2017-05-01
VARNER, GREG, ALLAN CHIEF FINANCIAL OFFICER & TREASURER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. CHIEF FINANCIAL OFFICER & TREASURER direct 2017-05-01
WILSON, PAUL, EDWARD DIRECTOR 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. DIRECTOR direct 2017-04-01
VAN HOOSER, DAVID, GORDON DIRECTOR 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARBOR CAPITAL ADVISORS INC DIRECTOR direct 2000-02-01
HARBOR CAPITAL ADVISORS INC CHAIRMAN OF THE BOARD direct 2000-03-01
HARBOR CAPITAL ADVISORS, INC. CHAIRMAN OF THE BOARD OF DIRECTORS, DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2001-04-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. DIRECTOR direct 2017-06-01
HARBOR CAPITAL ADVISORS, INC. CHAIRMAN OF THE BOARD OF DIRECTORS AND DIRECTOR direct 2001-04-01 2004-10-13
HARBOR CAPITAL ADVISORS, INC. PRESIDENT direct 2002-12-01 2004-10-13
HARBOR CAPITAL ADVISORS, INC. CHAIRMAN OF THE BOARD OF DIRECTORS, DIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT direct 2001-04-01 2017-03-29
KOYANAGI, STAN, HIROTO DIRECTOR 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. DIRECTOR direct 2018-02-01
LENGIEZA, KENNETH, MICHAEL CHIEF COMPLIANCE OFFICER 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. CHIEF COMPLIANCE OFFICER direct 2018-06-01
ORIX CORPORATION EUROPE N.V. SOLE SHAREHOLDER ROBECO US HOLDING B.V. 11/01/2014 Indirect 75% or more
ORIX CORPORATION SOLE SHAREHOLDER ORIX CORPORATION EUROPE N.V. 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC MAJORITY SHAREHOLDER indirect 2013-07-01
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC SOLE SHAREHOLDER indirect 2016-10-01
HOULIHAN LOKEY FINANCIAL ADVISORS, INC. OWNER indirect 1981-10-01
HARBOR CAPITAL ADVISORS, INC. PRIMARY SHAREHOLDER indirect 2013-07-01
HARBOR CAPITAL ADVISORS, INC. SOLE SHAREHOLDER indirect 2016-10-01
ROBECOSAM USA, INC. MAJORITY SHAREHOLDER indirect 2013-07-01
MARINER INVESTMENT GROUP, LLC MAJORITY SHAREHOLDER indirect 2010-10-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. SOLE SHAREHOLDER indirect 2013-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. MAJORITY SHAREHOLDER indirect 2013-07-01
CASPIAN CAPITAL, LP SHAREHOLDER indirect 2010-12-01
RED CAPITAL ADVISORS, LLC SHAREHOLDER indirect 2010-05-01
PEMBROOK CAPITAL MANAGEMENT LLC MAJORITY SHAREHOLDER indirect 2010-10-01
ROBECO US HOLDING B.V. SOLE SHAREHOLDER OCE US HOLDING, INC. 11/01/2014 Indirect 75% or more

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BOSTON PARTNERS SELECT EQUITY DST United States 805-4739199813 Other Private Fund DELAWARE BUSINESS TRUST 0 1,000,000
ALPHA BLUE CAPITAL L.P. United States 805-1182011497 Hedge Fund 20,708,759 1,000,000
BOSTON PARTNERS LONG/SHORT EQUITY, L.P. United States 805-4648625239 Hedge Fund 186,145,957 1,000,000
WPG PARTNERS OPPORTUNISTIC VALUE FUND, L.P. United States 805-7414199136 Hedge Fund 18,203,335 1,000,000 Fund of Funds
BOSTON PARTNERS INTERNATIONAL EQUITY FUND United States 805-1060415334 Other Private Fund DELAWARE BUSINESS TRUST 41,991,632 250,000
BOSTON PARTNERS GLOBAL EQUITY FUND United States 805-9595189020 Other Private Fund DELAWARE BUSINESS TRUST 156,990,754 250,000

BOSTON PARTNERS GLOBAL INVESTORS, INC.

ownership team - last updated 2019-03-14
Name Title Start Date Direct/Indirect % Ownership
BUTTERLY, WILLIAM, GEORGE GENERAL COUNSEL, DIRECTOR OF SUSTAINABILITY & ENGAGEMENT, & SECRETARY 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBECO USA, LLC GENERAL COUNSEL direct 2005-07-01
SUSTAINABLE ASSET MANAGEMENT USA, INC. CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY direct 2007-05-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY direct 2008-07-01
DEUTSCHE ASSET MANAGEMENT INC SECRETARY, EVP direct 2000-09-01 2002-06-05
ZURICH SCUDDER INVESTMENTS, INC. SECRETARY direct 2002-04-01 2002-08-27
DEUTSCHE ASSET MANAGEMENT INC SECRETARY, EVP, GENERAL COUNSEL, CHIEF LEGAL OFFICER direct 2000-09-01 2003-03-31
DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC. SECRETARY, GENERAL COUNSEL, CLO direct 2002-04-01 2003-03-31
DEUTSCHE ASSET MANAGEMENT INC GENERAL COUNSEL, CHIEF LEGAL OFFICER AND SECRETARY direct 2000-09-01 2004-03-30
DB INVESTMENT MANAGERS, INC. CHIEF LEGAL OFFICER direct 2004-01-01 2004-04-26
DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC. SECRETARY, GENERAL COUNSEL, CHIEF LEGAL OFFICER direct 2002-04-01 2004-09-24
ROBECO USA, INC. SECRETARY & GENERAL COUNSEL direct 2005-03-01 2008-03-28
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CHIEF LEGAL OFFICER direct 2006-10-01 2008-03-28
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-09-01 2008-08-26
SUSTAINABLE ASSET MANAGEMENT USA, INC. CHIEF LEGAL OFFICER direct 2007-05-01 2008-10-13
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER AND SECRETARY direct 2008-09-01 2016-03-23
ROBECO INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-07-01 2017-02-24
OCE US HOLDING, INC. SOLE SHAREHOLDER 01/01/2006 Direct 75% or more
FEENEY, JOSEPH, FRANCIS CO-CHIEF EXECUTIVE OFFICER & DIRECTOR 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBECO INVESTMENT MANAGEMENT, INC. MANAGEMENT COMMITTEE MEMBER direct 2006-10-01
ROBECO USA, INC. SENIOR MANAGING DIRECTOR direct 2006-10-01
ROBECO INVESTMENT MANAGEMENT, INC. CO-CEO direct 2008-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CEO & DIRECTOR direct 2008-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CHIEF EXECUTIVE OFFICER & DIRECTOR direct 2008-07-01
ROBECO USA, LLC SENIOR MANAGING DIRECTOR direct 2006-10-01
DONOVAN, MARK, EDWARD CO-CHIEF EXECUTIVE OFFICER & DIRECTOR 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS ASSET MANAGEMENT, LLC PRESIDENT direct 2005-02-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CHIEF EXECUTIVE OFFICER & DIRECTOR direct 2008-07-01
BOSTON PARTNERS ASSET MANAGEMENT LP LIMITED PARTNER direct 1995-06-01 2002-06-26
ROBECO INVESTMENT MANAGEMENT, INC. MANAGEMENT COMMITTEE MEMBER direct 2008-01-01 2008-03-28
ROBECO INVESTMENT MANAGEMENT, INC. CO-CEO direct 2008-07-01 2016-07-28
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC BOARD MEMBER direct 2009-02-01 2016-10-10
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CEO & DIRECTOR direct 2008-07-01 2017-02-24
DAVIS, MATTHEW, JOHN CHIEF OPERATING OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CONTROLLER direct 2006-11-01
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC BOARD MEMBER, PRESIDENT, TREASURER direct 2008-08-01
ROBECO INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2008-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CHIEF OPERATING OFFICER direct 2017-05-01
VARNER, GREG, ALLAN CHIEF FINANCIAL OFFICER & TREASURER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. CHIEF FINANCIAL OFFICER & TREASURER direct 2017-05-01
WILSON, PAUL, EDWARD DIRECTOR 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. DIRECTOR direct 2017-04-01
VAN HOOSER, DAVID, GORDON DIRECTOR 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARBOR CAPITAL ADVISORS INC DIRECTOR direct 2000-02-01
HARBOR CAPITAL ADVISORS INC CHAIRMAN OF THE BOARD direct 2000-03-01
HARBOR CAPITAL ADVISORS, INC. CHAIRMAN OF THE BOARD OF DIRECTORS, DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2001-04-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. DIRECTOR direct 2017-06-01
HARBOR CAPITAL ADVISORS, INC. CHAIRMAN OF THE BOARD OF DIRECTORS AND DIRECTOR direct 2001-04-01 2004-10-13
HARBOR CAPITAL ADVISORS, INC. PRESIDENT direct 2002-12-01 2004-10-13
HARBOR CAPITAL ADVISORS, INC. CHAIRMAN OF THE BOARD OF DIRECTORS, DIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT direct 2001-04-01 2017-03-29
KOYANAGI, STAN, HIROTO DIRECTOR 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. DIRECTOR direct 2018-02-01
LENGIEZA, KENNETH, MICHAEL CHIEF COMPLIANCE OFFICER 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. CHIEF COMPLIANCE OFFICER direct 2018-06-01
ORIX CORPORATION EUROPE N.V. SOLE SHAREHOLDER ROBECO US HOLDING B.V. 11/01/2014 Indirect 75% or more
ORIX CORPORATION SOLE SHAREHOLDER ORIX CORPORATION EUROPE N.V. 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC MAJORITY SHAREHOLDER indirect 2013-07-01
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC SOLE SHAREHOLDER indirect 2016-10-01
HOULIHAN LOKEY FINANCIAL ADVISORS, INC. OWNER indirect 1981-10-01
HARBOR CAPITAL ADVISORS, INC. PRIMARY SHAREHOLDER indirect 2013-07-01
HARBOR CAPITAL ADVISORS, INC. SOLE SHAREHOLDER indirect 2016-10-01
ROBECOSAM USA, INC. MAJORITY SHAREHOLDER indirect 2013-07-01
MARINER INVESTMENT GROUP, LLC MAJORITY SHAREHOLDER indirect 2010-10-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. SOLE SHAREHOLDER indirect 2013-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. MAJORITY SHAREHOLDER indirect 2013-07-01
CASPIAN CAPITAL, LP SHAREHOLDER indirect 2010-12-01
RED CAPITAL ADVISORS, LLC SHAREHOLDER indirect 2010-05-01
PEMBROOK CAPITAL MANAGEMENT LLC MAJORITY SHAREHOLDER indirect 2010-10-01
ROBECO US HOLDING B.V. SOLE SHAREHOLDER OCE US HOLDING, INC. 11/01/2014 Indirect 75% or more

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ALPHA BLUE CAPITAL L.P. United States 805-1182011497 Hedge Fund 20,708,759 1,000,000
BOSTON PARTNERS LONG/SHORT EQUITY, L.P. United States 805-4648625239 Hedge Fund 186,145,957 1,000,000
WPG PARTNERS OPPORTUNISTIC VALUE FUND, L.P. United States 805-7414199136 Hedge Fund 18,203,335 1,000,000 Fund of Funds
BOSTON PARTNERS INTERNATIONAL EQUITY FUND United States 805-1060415334 Other Private Fund DELAWARE BUSINESS TRUST 41,991,632 250,000
BOSTON PARTNERS GLOBAL EQUITY FUND United States 805-9595189020 Other Private Fund DELAWARE BUSINESS TRUST 156,990,754 250,000

BOSTON PARTNERS GLOBAL INVESTORS, INC.

ownership team - last updated 2018-06-06
Name Title Start Date Direct/Indirect % Ownership
BUTTERLY, WILLIAM, GEORGE GENERAL COUNSEL, DIRECTOR OF SUSTAINABILITY & ENGAGEMENT, & SECRETARY 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBECO USA, LLC GENERAL COUNSEL direct 2005-07-01
SUSTAINABLE ASSET MANAGEMENT USA, INC. CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY direct 2007-05-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY direct 2008-07-01
DEUTSCHE ASSET MANAGEMENT INC SECRETARY, EVP direct 2000-09-01 2002-06-05
ZURICH SCUDDER INVESTMENTS, INC. SECRETARY direct 2002-04-01 2002-08-27
DEUTSCHE ASSET MANAGEMENT INC SECRETARY, EVP, GENERAL COUNSEL, CHIEF LEGAL OFFICER direct 2000-09-01 2003-03-31
DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC. SECRETARY, GENERAL COUNSEL, CLO direct 2002-04-01 2003-03-31
DEUTSCHE ASSET MANAGEMENT INC GENERAL COUNSEL, CHIEF LEGAL OFFICER AND SECRETARY direct 2000-09-01 2004-03-30
DB INVESTMENT MANAGERS, INC. CHIEF LEGAL OFFICER direct 2004-01-01 2004-04-26
DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC. SECRETARY, GENERAL COUNSEL, CHIEF LEGAL OFFICER direct 2002-04-01 2004-09-24
ROBECO USA, INC. SECRETARY & GENERAL COUNSEL direct 2005-03-01 2008-03-28
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CHIEF LEGAL OFFICER direct 2006-10-01 2008-03-28
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-09-01 2008-08-26
SUSTAINABLE ASSET MANAGEMENT USA, INC. CHIEF LEGAL OFFICER direct 2007-05-01 2008-10-13
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER AND SECRETARY direct 2008-09-01 2016-03-23
ROBECO INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-07-01 2017-02-24
ROBECO US HOLDING, INC. SOLE SHAREHOLDER 01/01/2006 Direct 75% or more
FEENEY, JOSEPH, FRANCIS CO-CHIEF EXECUTIVE OFFICER & DIRECTOR 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBECO INVESTMENT MANAGEMENT, INC. MANAGEMENT COMMITTEE MEMBER direct 2006-10-01
ROBECO USA, INC. SENIOR MANAGING DIRECTOR direct 2006-10-01
ROBECO INVESTMENT MANAGEMENT, INC. CO-CEO direct 2008-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CEO & DIRECTOR direct 2008-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CHIEF EXECUTIVE OFFICER & DIRECTOR direct 2008-07-01
ROBECO USA, LLC SENIOR MANAGING DIRECTOR direct 2006-10-01
DONOVAN, MARK, EDWARD CO-CHIEF EXECUTIVE OFFICER & DIRECTOR 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS ASSET MANAGEMENT, LLC PRESIDENT direct 2005-02-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CHIEF EXECUTIVE OFFICER & DIRECTOR direct 2008-07-01
BOSTON PARTNERS ASSET MANAGEMENT LP LIMITED PARTNER direct 1995-06-01 2002-06-26
ROBECO INVESTMENT MANAGEMENT, INC. MANAGEMENT COMMITTEE MEMBER direct 2008-01-01 2008-03-28
ROBECO INVESTMENT MANAGEMENT, INC. CO-CEO direct 2008-07-01 2016-07-28
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC BOARD MEMBER direct 2009-02-01 2016-10-10
BOSTON PARTNERS GLOBAL INVESTORS, INC. CO-CEO & DIRECTOR direct 2008-07-01 2017-02-24
DAVIS, MATTHEW, JOHN CHIEF OPERATING OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC CONTROLLER direct 2006-11-01
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC BOARD MEMBER, PRESIDENT, TREASURER direct 2008-08-01
ROBECO INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2008-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. CHIEF OPERATING OFFICER direct 2017-05-01
VARNER, GREG, ALLAN CHIEF FINANCIAL OFFICER & TREASURER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. CHIEF FINANCIAL OFFICER & TREASURER direct 2017-05-01
WILSON, PAUL, EDWARD DIRECTOR 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. DIRECTOR direct 2017-04-01
VAN HOOSER, DAVID, GORDON DIRECTOR 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARBOR CAPITAL ADVISORS INC DIRECTOR direct 2000-02-01
HARBOR CAPITAL ADVISORS INC CHAIRMAN OF THE BOARD direct 2000-03-01
HARBOR CAPITAL ADVISORS, INC. CHAIRMAN OF THE BOARD OF DIRECTORS, DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2001-04-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. DIRECTOR direct 2017-06-01
HARBOR CAPITAL ADVISORS, INC. CHAIRMAN OF THE BOARD OF DIRECTORS AND DIRECTOR direct 2001-04-01 2004-10-13
HARBOR CAPITAL ADVISORS, INC. PRESIDENT direct 2002-12-01 2004-10-13
HARBOR CAPITAL ADVISORS, INC. CHAIRMAN OF THE BOARD OF DIRECTORS, DIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT direct 2001-04-01 2017-03-29
KOYANAGI, STAN, HIROTO DIRECTOR 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. DIRECTOR direct 2018-02-01
LENGIEZA, KENNETH, MICHAEL CHIEF COMPLIANCE OFFICER 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON PARTNERS GLOBAL INVESTORS, INC. CHIEF COMPLIANCE OFFICER direct 2018-06-01
ORIX CORPORATION EUROPE N.V. SOLE SHAREHOLDER ROBECO US HOLDING B.V. 11/01/2014 Indirect 75% or more
ORIX CORPORATION SOLE SHAREHOLDER ORIX CORPORATION EUROPE N.V. 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC MAJORITY SHAREHOLDER indirect 2013-07-01
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC SOLE SHAREHOLDER indirect 2016-10-01
HOULIHAN LOKEY FINANCIAL ADVISORS, INC. OWNER indirect 1981-10-01
HARBOR CAPITAL ADVISORS, INC. PRIMARY SHAREHOLDER indirect 2013-07-01
HARBOR CAPITAL ADVISORS, INC. SOLE SHAREHOLDER indirect 2016-10-01
ROBECOSAM USA, INC. MAJORITY SHAREHOLDER indirect 2013-07-01
MARINER INVESTMENT GROUP, LLC MAJORITY SHAREHOLDER indirect 2010-10-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. SOLE SHAREHOLDER indirect 2013-07-01
BOSTON PARTNERS GLOBAL INVESTORS, INC. MAJORITY SHAREHOLDER indirect 2013-07-01
CASPIAN CAPITAL, LP SHAREHOLDER indirect 2010-12-01
RED CAPITAL ADVISORS, LLC SHAREHOLDER indirect 2010-05-01
PEMBROOK CAPITAL MANAGEMENT LLC MAJORITY SHAREHOLDER indirect 2010-10-01
ROBECO US HOLDING B.V. SOLE SHAREHOLDER ROBECO US HOLDING, INC. 11/01/2014 Indirect 75% or more

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ALPHA BLUE CAPITAL L.P. United States 805-1182011497 Hedge Fund 20,980,049 1,000,000
BOSTON PARTNERS LONG/SHORT EQUITY, L.P. United States 805-4648625239 Hedge Fund 198,566,073 1,000,000
WPG PARTNERS OPPORTUNISTIC VALUE FUND, L.P. United States 805-7414199136 Hedge Fund 24,826,931 1,000,000 Fund of Funds
BOSTON PARTNERS INTERNATIONAL EQUITY FUND United States 805-1060415334 Other Private Fund DELAWARE BUSINESS TRUST 0 250,000
BOSTON PARTNERS GLOBAL EQUITY FUND United States 805-9595189020 Other Private Fund DELAWARE BUSINESS TRUST 174,845,293 250,000
ROBECO EMERGING CONSERVATIVE EQUITIES DST United States 805-5835807610 Other Private Fund DELAWARE BUSINESS TRUST 22,366,352 10,000,000

WhaleScore history for BOSTON PARTNERS

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**EXPERIMENTAL** Current International Short Positions

Get more info on our International short position coverage here

Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.38% 2017-10-10 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.56% 2017-10-09 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.67% 2017-10-05 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.87% 2017-10-04 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.97% 2017-10-03 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 1.08% 2017-07-26 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 1.1% 2017-07-10 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 1.05% 2017-07-07 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.97% 2017-05-26 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.81% 2017-02-17 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.96% 2017-02-15 FRANCE
ROBECO INVESTMENT MANAGEMENT, INC. TELEVISION FRANCAISE 1 1.2% 2016-10-03 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.41% 2017-10-31 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.51% 2017-08-11 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.72% 2017-08-10 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.94% 2017-06-15 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.81% 2017-06-01 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.64% 2017-05-26 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.59% 2017-05-22 FRANCE

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
BOSTON PARTNERS STOCK SPIRITS 2014-12-30 9,740,845 4.87%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights

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