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Benchmark Electronics

203 hedge funds and large institutions have $1.56B invested in Benchmark Electronics in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $1.46B → $1.56B (+$105M)

2% more funds holding

Funds holding: 200203 (+3)

1.23% more ownership

Funds ownership: 97.91%99.14% (+1.2%)

10% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 71

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
5.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
78
Reduced
71
Closed
21
Calls
$64K
Puts
Net Calls
+$64K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$194M +$191M +6,088,942 +43,796%
Vanguard Group
2
Vanguard Group
Pennsylvania
$144M +$7.32M +233,703 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$133M +$192K +6,133 +0.1%
JP Morgan Chase
4
JP Morgan Chase
New York
$78M +$11M +351,992 +17%
LSV Asset Management
5
LSV Asset Management
Illinois
$63.5M -$916K -29,245 -1%
Northern Trust
6
Northern Trust
Illinois
$53.7M +$383K +12,223 +0.7%
State Street
7
State Street
Massachusetts
$42.8M +$354K +11,303 +0.8%
Norges Bank
8
Norges Bank
Norway
$36.5M +$12.5M +397,927 +53%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$33.1M +$9.92M +316,526 +44%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$32.6M +$9.91M +316,215 +45%
RA
11
Royce & Associates
New York
$31.3M -$5.38M -171,807 -15%
Jennison Associates
12
Jennison Associates
New York
$30.8M -$10.3M -328,688 -25%
NI
13
Numeric Investors
Massachusetts
$30.5M +$10M +319,693 +50%
EC
14
Engaged Capital
California
$28.1M -$48.4M -1,543,553 -64%
Victory Capital Management
15
Victory Capital Management
Texas
$26.3M -$10.2M -325,461 -28%
Ameriprise
16
Ameriprise
Minnesota
$25.8M -$3.33M -106,318 -12%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$25.2M +$8.68M +277,089 +54%
SAM
18
Skyline Asset Management
Illinois
$20.8M -$3.81M -121,600 -16%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$20.6M +$20.3M +647,436 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$20.4M +$979K +31,227 +5%
Federated Hermes
21
Federated Hermes
Pennsylvania
$17.3M -$305K -9,748 -2%
Charles Schwab
22
Charles Schwab
California
$16.6M +$1.36M +43,481 +9%
Invesco
23
Invesco
Georgia
$16.3M +$6.67M +212,960 +71%
PP
24
Prudential plc
United Kingdom
$15.4M -$4.8M -153,300 -24%
AQR Capital Management
25
AQR Capital Management
Connecticut
$13.7M +$709K +22,626 +6%

BHE Hedge Fund Activity: Q1 2017 in Review

203 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q1 2017, worth a combined $1.56B — up 7.2% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BHE positions and 21 closed out — a net gain of 9 holders — while 78 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $191M. The largest seller was Engaged Capital, cutting an estimated $48.4M.

  • 203 institutional investors held Benchmark Electronics (BHE) as of Q1 2017, up from 200 in Q4 2016.
  • Funds reported $1.56B of Benchmark Electronics stock for Q1 2017, up 7.2% quarter-over-quarter.
  • 30 funds opened new Benchmark Electronics positions in Q1 2017 and 21 closed out, a net change of +9 holders.
  • The largest Benchmark Electronics buyer in Q1 2017 was BlackRock, an estimated $191M added.
  • The largest Benchmark Electronics seller in Q1 2017 was Engaged Capital, an estimated $48.4M sold.

Based on aggregated 13F filings for Q1 2017.