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Beneficient
BENF

Overview Fund Activity

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.

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
1
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.25M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.65M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.42M
4
Northern Trust
4
Northern Trust
Illinois
$295K
5
NFSG
5
Newbridge Financial Services Group
Florida
$249K

Top Sellers

1
HIP
1
Hatteras Investment Partners
North Carolina
$127M
2
State Street
2
State Street
Massachusetts
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIP
1
Hatteras Investment Partners
North Carolina
$127M 49,188,458 -240,861 -0.5%
RCM
2
Rivernorth Capital Management
Florida
$6.58M 2,483,443 – –
BlackRock
3
BlackRock
New York
$2.25M 869,278 +869,278 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.65M 638,717 +638,717 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.42M 546,576 +546,576 New
Northern Trust
6
Northern Trust
Illinois
$295K 113,819 +113,819 New
NFSG
7
Newbridge Financial Services Group
Florida
$249K 96,262 +96,262 New
Charles Schwab
8
Charles Schwab
California
$98K 37,842 +37,842 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$98K 37,833 +37,833 New
Bank of America
10
Bank of America
North Carolina
$50.1K 19,340 +18,781 +3,360%
Victory Capital Management
11
Victory Capital Management
Texas
$32.8K 12,649 +12,649 New
Citadel Advisors
12
Citadel Advisors
Florida
$27.7K 10,699 -875 -8%
Wells Fargo
13
Wells Fargo
California
$1.2K 462 +462 New
Morgan Stanley
14
Morgan Stanley
New York
$648 250 +250 New
State Street
15
State Street
Massachusetts
– – -27,586 Closed
Millennium Management
16
Millennium Management
New York
– – -19,089 Closed
TRCT
17
Tower Research Capital (TRC)
New York
– – -18,316 Closed
VF
18
Virtu Financial
New York
– – -14,469 Closed
UBS Group
19
UBS Group
Switzerland
– – -224 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –