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Benchmark Electronics

197 hedge funds and large institutions have $803M invested in Benchmark Electronics in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 193197 (+4)

0.72% less ownership

Funds ownership: 93.43%92.71% (-0.72%)

7% less capital invested

Capital invested by funds: $860M → $803M (-$57.2M)

20% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 80

37% less call options, than puts

Call options by funds: $340K | Put options by funds: $536K

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
64
Reduced
80
Closed
11
Calls
$340K
Puts
$536K
Net Calls
-$196K
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$153M -$6.73M -264,855 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M -$394K -15,530 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$72.2M +$1.32M +51,904 +2%
Franklin Resources
4
Franklin Resources
California
$56M -$76 -3 -0%
State Street
5
State Street
Massachusetts
$32.9M -$75.7K -2,979 -0.2%
Invesco
6
Invesco
Georgia
$32.2M +$5.06M +199,263 +18%
Charles Schwab
7
Charles Schwab
California
$20.9M +$735K +28,949 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$17.6M +$751K +29,585 +4%
ACB
9
Aristotle Capital Boston
Massachusetts
$16.8M -$152 -6 -0%
JP Morgan Chase
10
JP Morgan Chase
New York
$16.3M +$483K +19,037 +3%
First Trust Advisors
11
First Trust Advisors
Illinois
$16M +$4.52M +178,014 +37%
TCM
12
Tributary Capital Management
Nebraska
$14.2M +$204K +8,045 +1%
RA
13
Royce & Associates
New York
$11.5M -$5.84K -230 -0%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11M +$26K +1,024 +0.2%
Northern Trust
15
Northern Trust
Illinois
$9.53M -$9.97M -392,623 -50%
Morgan Stanley
16
Morgan Stanley
New York
$8.92M -$2.81M -110,701 -23%
HA
17
Heartland Advisors
Wisconsin
$8.49M +$1.91M +75,150 +27%
Norges Bank
18
Norges Bank
Norway
$7.53M +$365K +14,370 +5%
AQR Capital Management
19
AQR Capital Management
Connecticut
$6.64M -$396K -15,609 -5%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$6.06M +$3.45M +135,932 +119%
N
21
Nuveen
North Carolina
$5.82M -$285K -11,205 -4%
HCM
22
Horrell Capital Management
Arkansas
$5.76M
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$5.67M -$76.7K -3,020 -1%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$5.39M -$74.9K -2,949 -1%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.89M -$180K -7,076 -3%

BHE Hedge Fund Activity: Q3 2023 in Review

197 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q3 2023, worth a combined $803M — down 6.6% from $860M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BHE positions and 11 closed out — a net gain of 5 holders — while 64 added to existing stakes and 80 trimmed.

The largest buyer was Invesco, adding an estimated $5.06M. The largest seller was Northern Trust, cutting an estimated $9.97M.

  • 197 institutional investors held Benchmark Electronics (BHE) as of Q3 2023, up from 193 in Q2 2023.
  • Funds reported $803M of Benchmark Electronics stock for Q3 2023, down 6.6% quarter-over-quarter.
  • 16 funds opened new Benchmark Electronics positions in Q3 2023 and 11 closed out, a net change of +5 holders.
  • The largest Benchmark Electronics buyer in Q3 2023 was Invesco, an estimated $5.06M added.
  • The largest Benchmark Electronics seller in Q3 2023 was Northern Trust, an estimated $9.97M sold.

Based on aggregated 13F filings for Q3 2023.