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Benchmark Electronics

208 hedge funds and large institutions have $1.24B invested in Benchmark Electronics in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

70% more call options, than puts

Call options by funds: $532K | Put options by funds: $313K

18% more capital invested

Capital invested by funds: $1.05B → $1.24B (+$194M)

6% more funds holding

Funds holding: 196208 (+12)

2.07% more ownership

Funds ownership: 95.66%97.73% (+2.1%)

8% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 75

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
208
Holders Change
+12
Holders Change %
+6.12%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
69
Reduced
75
Closed
18
Calls
$532K
Puts
$313K
Net Calls
+$219K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$198M +$2.37M +71,970 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$140M -$985K -29,847 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$109M -$861K -26,090 -0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$53.2M -$616K -18,682 -1%
Northern Trust
5
Northern Trust
Illinois
$52.4M -$446K -13,512 -0.9%
State Street
6
State Street
Massachusetts
$45.5M -$339K -10,279 -0.8%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$32.4M +$16.1M +488,756 +107%
Norges Bank
8
Norges Bank
Norway
$29.8M -$3.53M -106,892 -11%
Goldman Sachs
9
Goldman Sachs
New York
$25.9M +$5.9M +178,943 +31%
ACB
10
Aristotle Capital Boston
Massachusetts
$23.7M +$1.41M +42,694 +7%
ICOM
11
Investment Counselors of Maryland
Maryland
$22.4M -$11.9M -360,009 -36%
Charles Schwab
12
Charles Schwab
California
$21.7M -$956K -28,978 -4%
Renaissance Technologies
13
Renaissance Technologies
New York
$20.8M +$1.75M +53,000 +10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.6M -$4.18M -126,717 -17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$19.5M +$2.55M +77,232 +16%
TCM
16
Tributary Capital Management
Nebraska
$19M -$558K -16,908 -3%
LSV Asset Management
17
LSV Asset Management
Illinois
$17.3M +$904K +27,400 +6%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$17.3M +$303K +9,198 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.3M +$394K +11,950 +3%
Ameriprise
20
Ameriprise
Minnesota
$14.5M -$770K -23,345 -5%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$13.4M +$1.79M +54,136 +16%
N
22
Nuveen
North Carolina
$12.4M -$841K -25,504 -7%
SAM
23
Skyline Asset Management
Illinois
$11.4M
MCM
24
Matarin Capital Management
New York
$10.9M -$4.82M -146,103 -31%
Principal Financial Group
25
Principal Financial Group
Iowa
$10.2M +$16.4K +498 +0.2%

BHE Hedge Fund Activity: Q4 2019 in Review

208 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q4 2019, worth a combined $1.24B — up 18% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BHE positions and 18 closed out — a net gain of 19 holders — while 69 added to existing stakes and 75 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $16.1M. The largest seller was Investment Counselors of Maryland, cutting an estimated $11.9M.

  • 208 institutional investors held Benchmark Electronics (BHE) as of Q4 2019, up from 196 in Q3 2019.
  • Funds reported $1.24B of Benchmark Electronics stock for Q4 2019, up 18% quarter-over-quarter.
  • 37 funds opened new Benchmark Electronics positions in Q4 2019 and 18 closed out, a net change of +19 holders.
  • The largest Benchmark Electronics buyer in Q4 2019 was Robeco Institutional Asset Management, an estimated $16.1M added.
  • The largest Benchmark Electronics seller in Q4 2019 was Investment Counselors of Maryland, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2019.