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Benchmark Electronics

174 hedge funds and large institutions have $710M invested in Benchmark Electronics in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $481K | Put options by funds: $269K

1.13% less ownership

Funds ownership: 97.73%96.6% (-1.1%)

16% less funds holding

Funds holding: 208174 (-34)

19% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 73

43% less capital invested

Capital invested by funds: $1.24B → $710M (-$530M)

66% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 47

Holders
174
Holders Change
-34
Holders Change %
-16.35%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
59
Reduced
73
Closed
47
Calls
$481K
Puts
$269K
Net Calls
+$212K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M -$3.92M -138,444 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.4M +$1.22M +43,104 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.4M -$1.31M -46,384 -1%
Northern Trust
4
Northern Trust
Illinois
$30.6M +$172K +6,081 +0.4%
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$30M +$15.8M +558,765 +59%
State Street
6
State Street
Massachusetts
$27.6M +$1.44M +50,786 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$24M -$9.87M -348,619 -23%
Norges Bank
8
Norges Bank
Norway
$16.3M -$1.47M -51,876 -6%
ICOM
9
Investment Counselors of Maryland
Maryland
$14.9M +$2.65M +93,543 +14%
ACB
10
Aristotle Capital Boston
Massachusetts
$14.1M +$463K +16,345 +2%
Charles Schwab
11
Charles Schwab
California
$13.8M +$1.73M +61,060 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.8M +$6.16M +217,800 +46%
Goldman Sachs
13
Goldman Sachs
New York
$13M -$2.96M -104,426 -14%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.2M -$1.1M -38,905 -7%
TCM
15
Tributary Capital Management
Nebraska
$10.7M -$514K -18,175 -3%
LSV Asset Management
16
LSV Asset Management
Illinois
$10.6M +$787K +27,800 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$10.5M -$1.25M -44,065 -8%
Ameriprise
18
Ameriprise
Minnesota
$9.81M +$1.94M +68,623 +16%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$9.64M -$576K -20,361 -4%
Renaissance Technologies
20
Renaissance Technologies
New York
$9.59M -$3.58M -126,500 -21%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$8.15M +$5.23M +184,849 +75%
SAM
22
Skyline Asset Management
Illinois
$6.71M +$142K +5,000 +2%
MCM
23
Matarin Capital Management
New York
$6.01M -$488K -17,229 -5%
Victory Capital Management
24
Victory Capital Management
Texas
$6M +$4.42M +156,009 +108%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.71M -$323K -11,425 -4%

BHE Hedge Fund Activity: Q1 2020 in Review

174 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q1 2020, worth a combined $710M — down 43% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of BHE and 16 opened new positions — a net loss of 31 holders — while 73 trimmed existing stakes and 59 added.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $9.87M.

  • 174 institutional investors held Benchmark Electronics (BHE) as of Q1 2020, down from 208 in Q4 2019.
  • Funds reported $710M of Benchmark Electronics stock for Q1 2020, down 43% quarter-over-quarter.
  • 16 funds opened new Benchmark Electronics positions in Q1 2020 and 47 closed out, a net change of -31 holders.
  • The largest Benchmark Electronics buyer in Q1 2020 was Robeco Institutional Asset Management, an estimated $15.8M added.
  • The largest Benchmark Electronics seller in Q1 2020 was JP Morgan Chase, an estimated $9.87M sold.

Based on aggregated 13F filings for Q1 2020.