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Benchmark Electronics

185 hedge funds and large institutions have $888M invested in Benchmark Electronics in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 184185 (+1)

0.64% less ownership

Funds ownership: 94.16%93.52% (-0.64%)

7% less capital invested

Capital invested by funds: $959M → $888M (-$70.5M)

31% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 78

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
54
Reduced
78
Closed
17
Calls
$134K
Puts
Net Calls
+$134K
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$89K
AIP
152
Ameritas Investment Partners
Nebraska
$79K
Lazard Asset Management
153
Lazard Asset Management
New York
$54K -$360K -13,558 -87%
FHA
154
First Horizon Advisors
Tennessee
$38K
VCM
155
Versant Capital Management
Arizona
$26K +$637 +24 +3%
TRCT
156
Tower Research Capital (TRC)
New York
$23K -$49.7K -1,874 -68%
LWM
157
Liberty Wealth Management
California
$22K +$11.1K +418 +101%
SWA
158
Sutton Wealth Advisors
Florida
$21.7K
BFC
159
Bedel Financial Consulting
Indiana
$20K +$133 +5 +0.7%
Federated Hermes
160
Federated Hermes
Pennsylvania
$19K -$1.94M -73,110 -99%
Barrow, Hanley, Mewhinney & Strauss
161
Barrow, Hanley, Mewhinney & Strauss
Texas
$18K
HI
162
Harbour Investments
Wisconsin
$14K
Macquarie Group
163
Macquarie Group
Australia
$13K
JWA
164
JFS Wealth Advisors
Pennsylvania
$12K +$11.9K +450 New
GWM
165
Geneos Wealth Management
Colorado
$9K
GLLW
166
Graves Light Lenhart Wealth
Virginia
$8K +$8.04K +303 New
GAM
167
Gemmer Asset Management
California
$7K
HNB
168
Huntington National Bank
Ohio
$5K
TWA
169
TCI Wealth Advisors
Arizona
$5K +$4.67K +176 +733%
S
170
SignatureFD
Georgia
$4K -$2.73K -103 -43%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$4K
IA
172
IFP Advisors
Florida
$4K
CFGS
173
Concourse Financial Group Securities
Alabama
$3K
PCG
174
Private Capital Group
Connecticut
$3K
WT
175
Whittier Trust
California
$3K

BHE Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q3 2021, worth a combined $888M — down 7.4% from $959M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BHE positions and 17 closed out — a net gain of 2 holders — while 54 added to existing stakes and 78 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $28.1M. The largest seller was BlackRock, cutting an estimated $11.2M.

  • 185 institutional investors held Benchmark Electronics (BHE) as of Q3 2021, up from 184 in Q2 2021.
  • Funds reported $888M of Benchmark Electronics stock for Q3 2021, down 7.4% quarter-over-quarter.
  • 19 funds opened new Benchmark Electronics positions in Q3 2021 and 17 closed out, a net change of +2 holders.
  • The largest Benchmark Electronics buyer in Q3 2021 was William Blair Investment Management, an estimated $28.1M added.
  • The largest Benchmark Electronics seller in Q3 2021 was BlackRock, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2021.