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Benchmark Electronics

180 hedge funds and large institutions have $1.06B invested in Benchmark Electronics in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,567% more call options, than puts

Call options by funds: $290K | Put options by funds: $3K

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $953M → $1.06B (+$103M)

6% more funds holding

Funds holding: 170180 (+10)

2.42% less ownership

Funds ownership: 96.53%94.11% (-2.4%)

42% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 77

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
180
Holders Change
+10
Holders Change %
+5.88%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
45
Reduced
77
Closed
17
Calls
$290K
Puts
$3K
Net Calls
+$287K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
151
Heritage Wealth Management (Arizona)
Arizona
$61K +$56.4K +1,970 New
FHA
152
First Horizon Advisors
Tennessee
$44K -$7.73K -270 -16%
VCM
153
Versant Capital Management
Arizona
$33K
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$31K -$21.6K -753 -43%
Barrow, Hanley, Mewhinney & Strauss
155
Barrow, Hanley, Mewhinney & Strauss
Texas
$28K +$25.7K +898 New
SWA
156
Sutton Wealth Advisors
Florida
$25.1K
BFC
157
Bedel Financial Consulting
Indiana
$23K +$115 +4 +0.5%
HI
158
Harbour Investments
Wisconsin
$16K +$14.8K +515 New
Macquarie Group
159
Macquarie Group
Australia
$15K -$6.47K -226 -32%
LWM
160
Liberty Wealth Management
California
$11K
GWM
161
Geneos Wealth Management
Colorado
$10K
GAM
162
Gemmer Asset Management
California
$8K
S
163
SignatureFD
Georgia
$7K +$3.47K +121 +103%
PA
164
Parallel Advisors
California
$5K -$2.58K -90 -36%
HNB
165
Huntington National Bank
Ohio
$5K
SFS
166
Sowell Financial Services
Arkansas
$5K +$4.78K +167 New
IA
167
IFP Advisors
Florida
$4K -$163K -5,702 -98%
PCG
168
Private Capital Group
Connecticut
$4K -$27.1K -946 -89%
EVM
169
Eaton Vance Management
Massachusetts
$4K +$3.75K +131 New
CFGS
170
Concourse Financial Group Securities
Alabama
$3K
WT
171
Whittier Trust
California
$3K
TFO
172
Tarbox Family Office
California
$2K
WCM
173
Wealthcare Capital Management
Virginia
$2K +$2.15K +75 New
LC
174
Lindbrook Capital
California
$1K
TWA
175
TCI Wealth Advisors
Arizona
$1K

BHE Hedge Fund Activity: Q1 2021 in Review

180 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q1 2021, worth a combined $1.06B — up 11% from $953M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BHE positions and 17 closed out — a net gain of 13 holders — while 45 added to existing stakes and 77 trimmed.

The largest buyer was Franklin Resources, adding an estimated $22.7M. The largest seller was Russell Investments Group, cutting an estimated $13.9M.

  • 180 institutional investors held Benchmark Electronics (BHE) as of Q1 2021, up from 170 in Q4 2020.
  • Funds reported $1.06B of Benchmark Electronics stock for Q1 2021, up 11% quarter-over-quarter.
  • 30 funds opened new Benchmark Electronics positions in Q1 2021 and 17 closed out, a net change of +13 holders.
  • The largest Benchmark Electronics buyer in Q1 2021 was Franklin Resources, an estimated $22.7M added.
  • The largest Benchmark Electronics seller in Q1 2021 was Russell Investments Group, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2021.