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Benchmark Electronics

185 hedge funds and large institutions have $888M invested in Benchmark Electronics in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 184185 (+1)

0.64% less ownership

Funds ownership: 94.16%93.52% (-0.64%)

7% less capital invested

Capital invested by funds: $959M → $888M (-$70.5M)

31% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 78

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
54
Reduced
78
Closed
17
Calls
$134K
Puts
Net Calls
+$134K
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$151M -$11.2M -421,625 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$103M -$1.4M -52,654 -1%
Franklin Resources
3
Franklin Resources
California
$99.5M +$22.3M +839,024 +29%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$76M -$504K -19,007 -0.7%
State Street
5
State Street
Massachusetts
$35.6M -$313K -11,805 -0.9%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$28.3M +$28.1M +1,057,188 +48,163%
JP Morgan Chase
7
JP Morgan Chase
New York
$24.1M -$3.68M -138,719 -13%
Northern Trust
8
Northern Trust
Illinois
$23.1M -$592K -22,319 -3%
Charles Schwab
9
Charles Schwab
California
$18.4M +$601K +22,661 +3%
ACB
10
Aristotle Capital Boston
Massachusetts
$18.4M -$120K -4,529 -0.7%
Invesco
11
Invesco
Georgia
$17.7M +$322K +12,136 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.9M +$28K +1,056 +0.2%
TCM
13
Tributary Capital Management
Nebraska
$15.4M -$228K -8,585 -1%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$13.1M -$353K -13,295 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$12.9M -$362K -13,642 -3%
Victory Capital Management
16
Victory Capital Management
Texas
$10.6M +$1.8M +67,817 +21%
Goldman Sachs
17
Goldman Sachs
New York
$10.3M +$51K +1,922 +0.5%
Norges Bank
18
Norges Bank
Norway
$10.2M -$496K -18,699 -5%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$10.1M -$667K -25,115 -6%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.59M -$143K -5,391 -2%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$7.23M -$412K -15,537 -5%
N
22
Nuveen
North Carolina
$7.21M +$863K +32,511 +14%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$6.87M -$1.29M -48,520 -16%
LSV Asset Management
24
LSV Asset Management
Illinois
$6.82M -$79.6K -3,000 -1%
Ameriprise
25
Ameriprise
Minnesota
$6.79M -$208K -7,823 -3%

BHE Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q3 2021, worth a combined $888M — down 7.4% from $959M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BHE positions and 17 closed out — a net gain of 2 holders — while 54 added to existing stakes and 78 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $28.1M. The largest seller was BlackRock, cutting an estimated $11.2M.

  • 185 institutional investors held Benchmark Electronics (BHE) as of Q3 2021, up from 184 in Q2 2021.
  • Funds reported $888M of Benchmark Electronics stock for Q3 2021, down 7.4% quarter-over-quarter.
  • 19 funds opened new Benchmark Electronics positions in Q3 2021 and 17 closed out, a net change of +2 holders.
  • The largest Benchmark Electronics buyer in Q3 2021 was William Blair Investment Management, an estimated $28.1M added.
  • The largest Benchmark Electronics seller in Q3 2021 was BlackRock, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2021.