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Benchmark Electronics

193 hedge funds and large institutions have $860M invested in Benchmark Electronics in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $785M → $860M (+$75.2M)

0.66% less ownership

Funds ownership: 94.09%93.43% (-0.66%)

2% less funds holding

Funds holding: 196193 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

30% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 84

96% less call options, than puts

Call options by funds: $90K | Put options by funds: $2.35M

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
59
Reduced
84
Closed
22
Calls
$90K
Puts
$2.35M
Net Calls
-$2.25M
Net Calls Change
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$170M +$4.33M +187,258 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M +$11.7M +506,652 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$75.5M -$412K -17,835 -0.6%
Franklin Resources
4
Franklin Resources
California
$59.6M +$88K +3,807 +0.2%
State Street
5
State Street
Massachusetts
$35.1M -$2.24M -97,040 -7%
Invesco
6
Invesco
Georgia
$29.2M +$2.84M +122,628 +12%
Charles Schwab
7
Charles Schwab
California
$21.5M -$20K -867 -0.1%
Northern Trust
8
Northern Trust
Illinois
$20.3M +$110K +4,746 +0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$17.9M +$419K +18,118 +3%
ACB
10
Aristotle Capital Boston
Massachusetts
$17.9M +$201K +8,698 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$16.8M +$2.44M +105,376 +19%
TCM
12
Tributary Capital Management
Nebraska
$14.9M -$219K -9,485 -2%
First Trust Advisors
13
First Trust Advisors
Illinois
$12.4M -$125K -5,418 -1%
Morgan Stanley
14
Morgan Stanley
New York
$12.4M +$2.97M +128,334 +37%
RA
15
Royce & Associates
New York
$12.3M +$405K +17,500 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.7M +$46.2K +1,997 +0.4%
Norges Bank
17
Norges Bank
Norway
$7.64M -$2.75M -118,900 -29%
AQR Capital Management
18
AQR Capital Management
Connecticut
$7.48M +$134K +5,791 +2%
HA
19
Heartland Advisors
Wisconsin
$7.1M +$6.36M +275,000 New
N
20
Nuveen
North Carolina
$6.48M
HCM
21
Horrell Capital Management
Arkansas
$6.13M
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$6.11M +$29.2K +1,261 +0.5%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$5.82M -$1.18M -50,830 -18%
Millennium Management
24
Millennium Management
New York
$5.41M -$7.92M -342,563 -62%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.38M -$176K -7,613 -4%

BHE Hedge Fund Activity: Q2 2023 in Review

193 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q2 2023, worth a combined $860M — up 9.6% from $785M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BHE and 19 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 59 added.

The largest buyer was Vanguard Group, adding an estimated $11.7M. The largest seller was Millennium Management, cutting an estimated $7.92M.

  • 193 institutional investors held Benchmark Electronics (BHE) as of Q2 2023, down from 196 in Q1 2023.
  • Funds reported $860M of Benchmark Electronics stock for Q2 2023, up 9.6% quarter-over-quarter.
  • 19 funds opened new Benchmark Electronics positions in Q2 2023 and 22 closed out, a net change of -3 holders.
  • The largest Benchmark Electronics buyer in Q2 2023 was Vanguard Group, an estimated $11.7M added.
  • The largest Benchmark Electronics seller in Q2 2023 was Millennium Management, an estimated $7.92M sold.

Based on aggregated 13F filings for Q2 2023.