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Benchmark Electronics
BHE

199 hedge funds and large institutions have $949M invested in Benchmark Electronics in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $387K | Put options by funds: $268K

18% more capital invested

Capital invested by funds: $803M → $949M (+$146M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

3.39% more ownership

Funds ownership: 92.71% → 96.1% (+3.4%)

1% more funds holding

Funds holding: 197 → 199 (+2)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
75
Reduced
73
Closed
16
Calls
$387K
Puts
$268K
Net Calls
+$119K
Net Calls Change
+$315K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14M
2
First Trust Advisors
First Trust Advisors
Illinois
+$6.14M
3
BlackRock
BlackRock
New York
+$5.07M
4
Invesco
Invesco
Georgia
+$2.05M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
SCM
Simcoe Capital Management
New York
-$4.13M
2
Millennium Management
Millennium Management
New York
-$2.74M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.91M
4
Norges Bank
Norges Bank
Norway
-$1.43M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$180M +$5.07M +200,948 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M +$1.47M +58,266 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82.8M +$534K +21,170 +0.7%
Franklin Resources
4
Franklin Resources
California
$65M +$1.07M +42,570 +2%
Invesco
5
Invesco
Georgia
$39M +$2.05M +81,184 +6%
State Street
6
State Street
Massachusetts
$38.5M +$993K +39,377 +3%
Morgan Stanley
7
Morgan Stanley
New York
$25.5M +$14M +554,425 +151%
First Trust Advisors
8
First Trust Advisors
Illinois
$24.9M +$6.14M +243,480 +37%
Charles Schwab
9
Charles Schwab
California
$24.7M +$780K +30,941 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$21.2M +$1.05M +41,780 +6%
ACB
11
Aristotle Capital Boston
Massachusetts
$19.3M +$112K +4,454 +0.6%
JP Morgan Chase
12
JP Morgan Chase
New York
$16.4M -$1.91M -75,565 -11%
TCM
13
Tributary Capital Management
Nebraska
$15.9M -$264K -10,483 -2%
RA
14
Royce & Associates
New York
$13.4M +$187K +7,400 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$13.1M +$495K +19,612 +4%
Northern Trust
16
Northern Trust
Illinois
$10.8M -$70.8K -2,808 -0.7%
HA
17
Heartland Advisors
Wisconsin
$9.78M +$92K +3,650 +1%
First Eagle Investment Management
18
First Eagle Investment Management
New York
$8.06M +$1.05M +41,783 +17%
AQR Capital Management
19
AQR Capital Management
Connecticut
$7.25M -$291K -11,534 -4%
Norges Bank
20
Norges Bank
Norway
$7.01M -$1.43M -56,553 -18%
N
21
Nuveen
North Carolina
$6.6M -$22.9K -909 -0.4%
HCM
22
Horrell Capital Management
Arkansas
$6.56M – – –
CG
23
Circumference Group
Arkansas
$6.56M +$5.98M +237,254 New
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$6.36M -$88.2K -3,496 -1%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$5.54M -$554K -21,952 -10%
1
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BHE Hedge Fund Activity: Q4 2023 in Review

199 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Benchmark Electronics (BHE) for Q4 2023, worth a combined $949M — up 18% from $803M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BHE positions and 16 closed out — a net gain of 2 holders — while 75 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Simcoe Capital Management, exiting entirely with an estimated $4.13M sold.

  • 199 institutional investors held Benchmark Electronics (BHE) as of Q4 2023, up from 197 in Q3 2023.
  • Funds reported $949M of Benchmark Electronics stock for Q4 2023, up 18% quarter-over-quarter.
  • 18 funds opened new Benchmark Electronics positions in Q4 2023 and 16 closed out, a net change of +2 holders.
  • The largest Benchmark Electronics buyer in Q4 2023 was Morgan Stanley, an estimated $14M added.
  • The largest Benchmark Electronics seller in Q4 2023 was Simcoe Capital Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2023.