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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
GWS
351
Glassman Wealth Services
Virginia
$4.28K
SOW
352
State of Wyoming
Wyoming
$4.02K +$462 +9 +13%
Loomis, Sayles & Company
353
Loomis, Sayles & Company
Massachusetts
$4K +$3.6K +70 New
SS
354
Sunbelt Securities
Texas
$3.81K
TCA
355
Trifecta Capital Advisors
Illinois
$3.76K +$3.7K +72 New
CFO
356
CVA Family Office
Colorado
$3.39K +$3.34K +65 New
WTA
357
Washington Trust Advisors
Massachusetts
$3.33K -$771 -15 -19%
PWA
358
Provenance Wealth Advisors
Florida
$3.23K +$3.19K +62 New
Jones Financial Companies
359
Jones Financial Companies
Missouri
$3.03K +$925 +18 +45%
CA
360
Clearstead Advisors
Ohio
$2.92K -$2.88K -56 -50%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
361
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.87K -$873 -17 -24%
JWA
362
JFS Wealth Advisors
Pennsylvania
$2.35K +$154 +3 +7%
CAL
363
Capital Advisors Ltd
Ohio
$2K
BTI
364
Blue Trust Inc
Georgia
$2K +$1.85K +36 New
RFG
365
REAP Financial Group
Texas
$1.73K +$1.7K +33 New
BIA
366
Bell Investment Advisors
California
$1.51K
AF
367
Advisornet Financial
Minnesota
$1.41K +$719 +14 +108%
AW
368
Avion Wealth
Texas
$1K -$668 -13 -57%
HI
369
Harbour Investments
Wisconsin
$991 +$565 +11 +138%
SIC
370
SJS Investment Consulting
Ohio
$835 +$51 +1 +7%
CFGS
371
Concourse Financial Group Securities
Alabama
$834 +$822 +16 New
QC
372
Quent Capital
New York
$678 -$4.47K -87 -87%
ZB
373
Zions Bancorporation
Utah
$626 +$616 +12 New
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$522 +$514 +10 New
CSC
375
Caldwell Sutter Capital
California
$470 +$462 +9 New