Benchmark Electronics
BHE
193 hedge funds and large institutions have $860M invested in Benchmark Electronics in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 84 reducing their positions, and 22 closing their positions.
10% more capital invested
Capital invested by funds: $785M → $860M (+$75.2M)
0.66% less ownership
Funds ownership: 94.09% → 93.43% (-0.66%)
2% less funds holding
Funds holding: 196 → 193 (-3)
14% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 22
30% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 84
96% less call options, than puts
Call options by funds: $90K | Put options by funds: $2.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.7M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$6.36M |
| 3 |
BlackRock
New York
|
+$4.33M |
| 4 |
Morgan Stanley
New York
|
+$2.97M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$7.92M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.26M |
| 3 |
Goldman Sachs
New York
|
-$4.97M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$2.75M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.24M |
BHE Hedge Fund Activity: Q2 2023 in Review
193 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q2 2023, worth a combined $860M — up 9.6% from $785M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BHE and 19 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 59 added.
The largest buyer was Vanguard Group, adding an estimated $11.7M. The largest seller was Millennium Management, cutting an estimated $7.92M.
- 193 institutional investors held Benchmark Electronics (BHE) as of Q2 2023, down from 196 in Q1 2023.
- Funds reported $860M of Benchmark Electronics stock for Q2 2023, up 9.6% quarter-over-quarter.
- 19 funds opened new Benchmark Electronics positions in Q2 2023 and 22 closed out, a net change of -3 holders.
- The largest Benchmark Electronics buyer in Q2 2023 was Vanguard Group, an estimated $11.7M added.
- The largest Benchmark Electronics seller in Q2 2023 was Millennium Management, an estimated $7.92M sold.
Based on aggregated 13F filings for Q2 2023.