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Bentley Systems

381 hedge funds and large institutions have $6.1B invested in Bentley Systems in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 145 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $8.23M | Put options by funds: $2.26M

139% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 31

24% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 117

12% more funds holding

Funds holding: 341381 (+40)

7% more capital invested

Capital invested by funds: $5.72B → $6.1B (+$379M)

0.87% more ownership

Funds ownership: 40.24%41.11% (+0.87%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
381
Holders Change
+40
Holders Change %
+11.73%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
74
Increased
145
Reduced
117
Closed
31
Calls
$8.23M
Puts
$2.26M
Net Calls
+$5.97M
Net Calls Change
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
251
EagleClaw Capital Management
Massachusetts
$327K
CWM
252
CIBC World Markets
New York
$309K +$304K +5,921 New
HFS
253
Hantz Financial Services
Michigan
$306K -$27.8K -542 -8%
WWP
254
WR Wealth Planners
Missouri
$301K +$38.8K +755 +15%
SGA
255
Seaport Global Advisors
Massachusetts
$300K
YMRC
256
Yorktown Management & Research Company
Virginia
$297K +$293K +5,700 New
OCBCO
257
Oversea-Chinese Banking Corp (OCBC)
Singapore
$292K +$288K +5,600 New
BFG
258
Bleakley Financial Group
New Jersey
$288K +$51.2K +997 +22%
SS
259
Simplicity Solutions
Minnesota
$288K +$51.2K +997 +22%
DC
260
Davenport & Co
Virginia
$288K +$668 +13 +0.2%
PTC
261
Petrus Trust Company
Texas
$279K +$275K +5,344 New
EWA
262
EP Wealth Advisors
California
$272K -$50.8K -989 -16%
GLA
263
Great Lakes Advisors
Illinois
$270K +$266K +5,170 New
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$268K +$264K +5,141 New
JFG
265
Jefferies Financial Group
New York
$268K +$264K +5,135 New
CAM
266
Cresset Asset Management
Illinois
$265K +$38K +740 +17%
EFG
267
Ethos Financial Group
Pennsylvania
$261K
DPAM
268
Degroof Petercam Asset Management
Belgium
$261K +$257K +5,000 New
FW
269
FirstPurpose Wealth
Utah
$260K +$9.09K +177 +4%
IMCOOI
270
Investment Management Corp of Ontario (IMCO)
Canada
$259K +$255K +4,965 New
VA
271
Vident Advisory
Georgia
$258K +$254K +4,947 New
EBA
272
Eagle Bay Advisors
New York
$256K +$115K +2,229 +83%
KI
273
Kapitalo Investimentos
Brazil
$249K +$245K +4,767 New
SI
274
Stephens Inc
Arkansas
$242K +$238K +4,633 New
Lazard Asset Management
275
Lazard Asset Management
New York
$239K -$1.22M -23,796 -84%