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Benchmark Electronics

196 hedge funds and large institutions have $1.05B invested in Benchmark Electronics in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $917M → $1.05B (+$129M)

5% more funds holding

Funds holding: 187196 (+9)

1.04% more ownership

Funds ownership: 94.62%95.66% (+1%)

30% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

85% less call options, than puts

Call options by funds: $21K | Put options by funds: $142K

Holders
196
Holders Change
+9
Holders Change %
+4.81%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
55
Reduced
79
Closed
22
Calls
$21K
Puts
$142K
Net Calls
-$121K
Net Calls Change
-$576K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$165M -$3.47M -130,017 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M -$5.2M -194,615 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$92.8M -$5.38M -201,325 -6%
JP Morgan Chase
4
JP Morgan Chase
New York
$45.5M -$5.45M -203,876 -12%
Northern Trust
5
Northern Trust
Illinois
$44.7M -$1.26M -47,205 -3%
State Street
6
State Street
Massachusetts
$38.9M -$1.13M -42,421 -3%
ICOM
7
Investment Counselors of Maryland
Maryland
$29.4M -$64.3K -2,406 -0.2%
Norges Bank
8
Norges Bank
Norway
$28.4M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$21.1M -$1.04M -39,086 -5%
Charles Schwab
10
Charles Schwab
California
$19.2M +$70.7K +2,647 +0.4%
ACB
11
Aristotle Capital Boston
Massachusetts
$18.8M +$2.37M +88,776 +16%
Goldman Sachs
12
Goldman Sachs
New York
$16.7M +$11.5M +430,752 +301%
TCM
13
Tributary Capital Management
Nebraska
$16.5M -$560K -20,971 -4%
Renaissance Technologies
14
Renaissance Technologies
New York
$16.1M +$1.83M +68,650 +14%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$14.3M +$22.9K +856 +0.2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$14.2M +$295K +11,034 +2%
LSV Asset Management
17
LSV Asset Management
Illinois
$13.8M -$322K -12,033 -2%
MCM
18
Matarin Capital Management
New York
$13.5M -$3.73M -139,525 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.4M +$6.26M +234,100 +102%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$13.2M -$240K -8,981 -2%
Ameriprise
21
Ameriprise
Minnesota
$12.9M -$131K -4,903 -1%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$12M -$2.6M -97,351 -19%
N
23
Nuveen
North Carolina
$11.2M -$105K -3,931 -1%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$9.76M -$244K -9,142 -3%
SAM
25
Skyline Asset Management
Illinois
$9.6M -$1.43M -53,400 -14%

BHE Hedge Fund Activity: Q3 2019 in Review

196 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q3 2019, worth a combined $1.05B — up 14% from $917M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BHE positions and 22 closed out — a net gain of 11 holders — while 55 added to existing stakes and 79 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.5M. The largest seller was Royce & Associates, cutting an estimated $5.78M.

  • 196 institutional investors held Benchmark Electronics (BHE) as of Q3 2019, up from 187 in Q2 2019.
  • Funds reported $1.05B of Benchmark Electronics stock for Q3 2019, up 14% quarter-over-quarter.
  • 33 funds opened new Benchmark Electronics positions in Q3 2019 and 22 closed out, a net change of +11 holders.
  • The largest Benchmark Electronics buyer in Q3 2019 was Goldman Sachs, an estimated $11.5M added.
  • The largest Benchmark Electronics seller in Q3 2019 was Royce & Associates, an estimated $5.78M sold.

Based on aggregated 13F filings for Q3 2019.