We are live on ! Find out more
BHE icon

Benchmark Electronics

203 hedge funds and large institutions have $806M invested in Benchmark Electronics in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $120K | Put options by funds: $35K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

8% more funds holding

Funds holding: 188203 (+15)

0.33% more ownership

Funds ownership: 93.81%94.14% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $818M → $806M (-$12.4M)

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
63
Reduced
74
Closed
10
Calls
$120K
Puts
$35K
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$172M +$6.19M +223,509 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$109M +$202K +7,312 +0.2%
Franklin Resources
3
Franklin Resources
California
$82.4M -$14.7M -529,755 -15%
State Street
4
State Street
Massachusetts
$39.4M +$1.55M +56,158 +4%
Millennium Management
5
Millennium Management
New York
$22.3M +$12.3M +444,075 +114%
Invesco
6
Invesco
Georgia
$22.1M +$5.23M +188,983 +30%
Charles Schwab
7
Charles Schwab
California
$21.9M -$703K -25,393 -3%
Northern Trust
8
Northern Trust
Illinois
$21.3M -$126K -4,557 -0.6%
ACB
9
Aristotle Capital Boston
Massachusetts
$17.7M -$376K -13,581 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17.2M +$772K +27,897 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$16.1M -$11M -397,996 -40%
TCM
12
Tributary Capital Management
Nebraska
$15.1M -$2.48M -89,632 -14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$12.3M -$133K -4,811 -1%
RA
14
Royce & Associates
New York
$11.3M -$36K -1,300 -0.3%
Victory Capital Management
15
Victory Capital Management
Texas
$10.9M -$3.39M -122,576 -23%
Morgan Stanley
16
Morgan Stanley
New York
$10.6M -$501K -18,111 -4%
Goldman Sachs
17
Goldman Sachs
New York
$7.91M +$1.08M +39,174 +15%
Norges Bank
18
Norges Bank
Norway
$7.9M
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$7.26M -$566K -20,463 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$7.21M +$124K +4,488 +2%
N
21
Nuveen
North Carolina
$6.98M -$269K -9,737 -4%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$6.24M +$37.9K +1,368 +0.6%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.84M -$151K -5,451 -2%
BCM
24
Bridgeway Capital Management
Texas
$5.71M
HCM
25
Horrell Capital Management
Arkansas
$5.53M

BHE Hedge Fund Activity: Q4 2022 in Review

203 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q4 2022, worth a combined $806M — down 1.5% from $818M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BHE positions and 10 closed out — a net gain of 17 holders — while 63 added to existing stakes and 74 trimmed.

The largest buyer was Millennium Management, adding an estimated $12.3M. The largest seller was Franklin Resources, cutting an estimated $14.7M.

  • 203 institutional investors held Benchmark Electronics (BHE) as of Q4 2022, up from 188 in Q3 2022.
  • Funds reported $806M of Benchmark Electronics stock for Q4 2022, down 1.5% quarter-over-quarter.
  • 27 funds opened new Benchmark Electronics positions in Q4 2022 and 10 closed out, a net change of +17 holders.
  • The largest Benchmark Electronics buyer in Q4 2022 was Millennium Management, an estimated $12.3M added.
  • The largest Benchmark Electronics seller in Q4 2022 was Franklin Resources, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2022.