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Beneficient

14 hedge funds and large institutions have $140M invested in Beneficient in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

10% less capital invested

Capital invested by funds: $157M → $140M (-$16.4M)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
14
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$127M
2
$6.58M
3
$2.25M
4
$1.65M
5
$1.42M
6
$295K
7
$249K
8
$98K
9
$98K
10
$50.1K
11
$32.8K
12
$27.7K
13
$1.2K
14
$648
15
16
17
18
19