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Bentley Systems

418 hedge funds and large institutions have $6.01B invested in Bentley Systems in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 157 increasing their positions, 131 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $3.02M

107% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 41

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 131

9% more funds holding

Funds holding: 382418 (+36)

0.71% more ownership

Funds ownership: 41.53%42.24% (+0.71%)

3% less capital invested

Capital invested by funds: $6.19B → $6.01B (-$181M)

Holders
418
Holders Change
+36
Holders Change %
+9.42%
% of All Funds
6.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
85
Increased
157
Reduced
131
Closed
41
Calls
$19.7M
Puts
$3.02M
Net Calls
+$16.7M
Net Calls Change
-$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
376
Huntington National Bank
Ohio
$14.2K +$104 +2 +0.7%
GLR
377
Great Lakes Retirement
Ohio
$14K +$14.7K +284 New
WT
378
Whittier Trust
California
$12.1K +$12.8K +246 New
CA
379
Centerpoint Advisors
Massachusetts
$12K +$12.4K +238 New
OWA
380
Opal Wealth Advisors
New York
$11.5K +$12.1K +233 New
LS
381
Livforsakringsbolaget Skandia
Sweden
$9.87K
ETS
382
ESL Trust Services
New York
$7.75K +$8.15K +157 New
TCOV
383
Trust Company of Vermont
Vermont
$6.91K
PWMG
384
Private Wealth Management Group
New Jersey
$5.97K +$4.57K +88 +267%
KFS
385
Kelly Financial Services
Massachusetts
$5.79K
SAM
386
Smartleaf Asset Management
Massachusetts
$5.12K +$1.09K +21 +26%
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$4.89K +$156 +3 +3%
IA
388
IFP Advisors
Florida
$4.84K +$4.31K +83 +553%
CFO
389
CVA Family Office
Colorado
$3.65K +$467 +9 +14%
SS
390
Sunbelt Securities
Texas
$3.6K
JWA
391
JFS Wealth Advisors
Pennsylvania
$3.26K +$1.25K +24 +57%
VF
392
VitalStone Financial
Texas
$2.86K +$3.01K +58 New
PFBT
393
Parkside Financial Bank & Trust
Missouri
$2.62K
HI
394
Harbour Investments
Wisconsin
$2.52K -$1.04K -20 -28%
TWP
395
Triad Wealth Partners
Kansas
$2.37K +$2.49K +48 New
CAL
396
Capital Advisors Ltd
Ohio
$2K +$675 +13 +39%
TAM
397
Tucker Asset Management
Colorado
$1.78K +$1.87K +36 New
WTA
398
Washington Trust Advisors
Massachusetts
$1.66K
BIA
399
Bell Investment Advisors
California
$1.43K
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$1.19K +$727 +14 +140%