Discovery Group I’s Benefitfocus, Inc. BNFT Stock Holding History

Discovery Group I’s Portfolio BNFT Stock Details BNFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$25.2M	Buy	749,850 +327,845	+78%	+$10.5M	9.63%	6
2017 Q2	$15.3M	Hold	422,005	–	–	4.43%	13
2017 Q1	$11.8M	Buy	422,005 +216,458	+105%	+$6.2M	3.93%	12
2016 Q4	$6.11M	Buy	+205,547	New	+$6.56M	2.38%	14

Other funds holding BNFT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

OMC

Oak Management Corp Wilton, Connecticut $3.24M AUM 83.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Discovery Group I's BNFT Position: Q3 2017 in Review

Discovery Group I increased its Benefitfocus, Inc. (BNFT) stake by 78% in Q3 2017, buying an estimated $10.5M and bringing the position to 749,850 shares worth $25.2M. The position accounts for 9.63% of the portfolio, ranked #6.

Discovery Group I first reported a position in BNFT in Q4 2016 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold BNFT as of Q3 2017.

Discovery Group I held 749,850 shares of Benefitfocus, Inc. worth $25.2M as of Q3 2017.
Discovery Group I bought 327,845 Benefitfocus, Inc. shares in Q3 2017, an estimated $10.5M.
Benefitfocus, Inc. made up 9.63% of Discovery Group I's portfolio in Q3 2017, its #6 holding.
Discovery Group I first reported a position in Benefitfocus, Inc. in Q4 2016 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held Benefitfocus, Inc. as of Q3 2017.

Based on Discovery Group I's 13F filing for Q3 2017, filed 13 Nov 2017.