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Benchmark Electronics

200 hedge funds and large institutions have $1.46B invested in Benchmark Electronics in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

22% more capital invested

Capital invested by funds: $1.19B → $1.46B (+$265M)

4% more funds holding

Funds holding: 192200 (+8)

0.62% less ownership

Funds ownership: 98.53%97.91% (-0.62%)

3% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 73

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
71
Reduced
73
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$131M +$3.38M +123,651 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$127M -$285K -10,417 -0.2%
BFA
3
BlackRock Fund Advisors
California
$121M +$13.9M +506,774 +15%
EC
4
Engaged Capital
California
$74.1M
JP Morgan Chase
5
JP Morgan Chase
New York
$64.1M +$2.69M +98,438 +5%
LSV Asset Management
6
LSV Asset Management
Illinois
$61.8M +$2.16M +78,864 +4%
Northern Trust
7
Northern Trust
Illinois
$51.1M +$916K +33,466 +2%
State Street
8
State Street
Massachusetts
$40.7M +$2.41M +88,115 +7%
BIT
9
BlackRock Institutional Trust
California
$39.7M +$379K +13,840 +1%
Jennison Associates
10
Jennison Associates
New York
$39.5M +$1.8M +65,636 +5%
RA
11
Royce & Associates
New York
$35.2M -$7.83M -286,102 -20%
Victory Capital Management
12
Victory Capital Management
Texas
$35.1M -$9.07M -331,383 -22%
Ameriprise
13
Ameriprise
Minnesota
$28M -$1.27M -46,302 -5%
SAM
14
Skyline Asset Management
Illinois
$23.6M -$375K -13,700 -2%
Norges Bank
15
Norges Bank
Norway
$22.9M +$1.37M +50,000 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$22.1M +$1.25M +45,662 +7%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$21.6M +$6.8M +248,392 +54%
NI
18
Numeric Investors
Massachusetts
$19.5M +$126K +4,600 +0.7%
PP
19
Prudential plc
United Kingdom
$19.5M +$1.38M +50,400 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$18.7M +$1.76M +64,179 +12%
Federated Hermes
21
Federated Hermes
Pennsylvania
$16.9M -$4.86M -177,653 -24%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$15.7M +$5.51M +201,247 +64%
Prudential Financial
23
Prudential Financial
New Jersey
$15.6M +$1.58M +57,920 +13%
Charles Schwab
24
Charles Schwab
California
$14.6M +$154K +5,634 +1%
HA
25
Heartland Advisors
Wisconsin
$13.8M +$8.17M +298,799 +195%

BHE Hedge Fund Activity: Q4 2016 in Review

200 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q4 2016, worth a combined $1.46B — up 22% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BHE positions and 19 closed out — a net gain of 10 holders — while 71 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.9M. The largest seller was Capital Research Global Investors, cutting an estimated $15.2M.

  • 200 institutional investors held Benchmark Electronics (BHE) as of Q4 2016, up from 192 in Q3 2016.
  • Funds reported $1.46B of Benchmark Electronics stock for Q4 2016, up 22% quarter-over-quarter.
  • 29 funds opened new Benchmark Electronics positions in Q4 2016 and 19 closed out, a net change of +10 holders.
  • The largest Benchmark Electronics buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.9M added.
  • The largest Benchmark Electronics seller in Q4 2016 was Capital Research Global Investors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2016.