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Benchmark Electronics

170 hedge funds and large institutions have $953M invested in Benchmark Electronics in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

570% more call options, than puts

Call options by funds: $67K | Put options by funds: $10K

35% more capital invested

Capital invested by funds: $707M → $953M (+$246M)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

4% more funds holding

Funds holding: 163170 (+7)

0.36% more ownership

Funds ownership: 96.17%96.53% (+0.36%)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
51
Reduced
64
Closed
21
Calls
$67K
Puts
$10K
Net Calls
+$57K
Net Calls Change
-$265K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M +$9M +380,963 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M +$2.04M +86,214 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$78.5M -$2.35M -99,642 -3%
Franklin Resources
4
Franklin Resources
California
$37.1M +$17.1M +724,692 +112%
Northern Trust
5
Northern Trust
Illinois
$37M -$3.05M -128,986 -9%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$35.1M +$15.1M +638,719 +97%
State Street
7
State Street
Massachusetts
$34.4M +$211K +8,947 +0.7%
JP Morgan Chase
8
JP Morgan Chase
New York
$34.3M +$3.15M +133,202 +12%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$31.6M -$4.2M -177,753 -13%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$26.6M +$2.52M +106,866 +12%
ICOM
11
Investment Counselors of Maryland
Maryland
$26M +$1.19M +50,211 +6%
TCM
12
Tributary Capital Management
Nebraska
$20.9M +$1.45M +61,513 +9%
ACB
13
Aristotle Capital Boston
Massachusetts
$20.1M -$1.64M -69,569 -9%
Norges Bank
14
Norges Bank
Norway
$18.3M -$332K -14,073 -2%
Charles Schwab
15
Charles Schwab
California
$17.3M +$701K +29,679 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$14.4M +$88.4K +3,743 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$14.2M +$932K +39,471 +8%
LSV Asset Management
18
LSV Asset Management
Illinois
$11.7M -$1.54M -65,200 -13%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$11.3M -$10.1M -428,836 -51%
Renaissance Technologies
20
Renaissance Technologies
New York
$10.3M -$2.91M -123,350 -24%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$10.2M -$587K -24,841 -6%
Invesco
22
Invesco
Georgia
$7.36M +$1.27M +53,665 +25%
Goldman Sachs
23
Goldman Sachs
New York
$7.12M -$3.26M -138,154 -34%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.78M -$242K -10,266 -4%
Victory Capital Management
25
Victory Capital Management
Texas
$6.62M +$813K +34,422 +16%

BHE Hedge Fund Activity: Q4 2020 in Review

170 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q4 2020, worth a combined $953M — up 35% from $707M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BHE positions and 21 closed out — a net gain of 7 holders — while 51 added to existing stakes and 64 trimmed.

The largest buyer was Franklin Resources, adding an estimated $17.1M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $10.1M.

  • 170 institutional investors held Benchmark Electronics (BHE) as of Q4 2020, up from 163 in Q3 2020.
  • Funds reported $953M of Benchmark Electronics stock for Q4 2020, up 35% quarter-over-quarter.
  • 28 funds opened new Benchmark Electronics positions in Q4 2020 and 21 closed out, a net change of +7 holders.
  • The largest Benchmark Electronics buyer in Q4 2020 was Franklin Resources, an estimated $17.1M added.
  • The largest Benchmark Electronics seller in Q4 2020 was Robeco Institutional Asset Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2020.