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Bentley Systems

319 hedge funds and large institutions have $4.42B invested in Bentley Systems in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more call options, than puts

Call options by funds: $7.11M | Put options by funds: $1.4M

57% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 92

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $3.82B → $4.42B (+$598M)

2% more funds holding

Funds holding: 314319 (+5)

0.33% less ownership

Funds ownership: 37.52%37.19% (-0.33%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.08%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
42
Increased
144
Reduced
92
Closed
31
Calls
$7.11M
Puts
$1.4M
Net Calls
+$5.71M
Net Calls Change
+$7.43M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$23.7K +$4.65K +117 +27%
VWM
277
Venturi Wealth Management
Texas
$19.9K +$18.4K +462 New
SWM
278
Spire Wealth Management
Virginia
$19.4K +$9.78K +246 +119%
PPC
279
Park Place Capital
Alabama
$18.9K
AF
280
Allworth Financial
California
$16.4K +$8.94K +225 +143%
CAM
281
Close Asset Management
United Kingdom
$15K
PTC
282
Private Trust Company
Ohio
$12.5K -$5.88K -148 -34%
EI
283
Ellevest Inc
New York
$10.1K
C
284
Covestor
United Kingdom
$10K -$119 -3 -1%
LS
285
Livforsakringsbolaget Skandia
Sweden
$8.59K
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$8.38K
GRP
287
Global Retirement Partners
California
$7.28K
TJHA
288
Thomas J. Herzfeld Advisors
Florida
$6.45K +$199 +5 +3%
TCOV
289
Trust Company of Vermont
Vermont
$6.02K
HNB
290
Huntington National Bank
Ohio
$5.46K +$5.05K +127 New
WTA
291
Washington Trust Advisors
Massachusetts
$5.25K +$239 +6 +5%
CA
292
Clearstead Advisors
Ohio
$4.77K +$4.41K +111 New
VCM
293
Versant Capital Management
Arizona
$4.73K +$4.37K +110 New
LC
294
Lindbrook Capital
California
$4.56K -$1.59K -40 -27%
BWM
295
Baystate Wealth Management
Massachusetts
$4.38K +$4.05K +102 New
GWS
296
Glassman Wealth Services
Virginia
$3.52K +$199 +5 +6%
MCM
297
Manchester Capital Management
Vermont
$3.44K
NIG
298
NFJ Investment Group
Texas
$3.31K -$1.16M -29,101 -100%
BWL
299
Bogart Wealth LLC
Virginia
$3.22K
BIA
300
Bell Investment Advisors
California
$3.05K -$636 -16 -18%