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Bentley Systems

412 hedge funds and large institutions have $6.17B invested in Bentley Systems in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 162 increasing their positions, 150 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,607% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $1.55M

8% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 150

3% more capital invested

Capital invested by funds: $6.01B → $6.17B (+$162M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 55

0.36% less ownership

Funds ownership: 42.24%41.87% (-0.36%)

1% less funds holding

Funds holding: 418412 (-6)

Holders
412
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
162
Reduced
150
Closed
55
Calls
$26.4M
Puts
$1.55M
Net Calls
+$24.9M
Net Calls Change
+$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$881M -$31.6M -641,782 -4%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$821M +$18.3M +371,066 +2%
BlackRock
3
BlackRock
New York
$737M -$70.7M -1,436,710 -9%
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$284M +$18.1M +366,799 +7%
Swedbank
5
Swedbank
Sweden
$261M +$49.2M +1,000,000 +24%
Artisan Partners
6
Artisan Partners
Wisconsin
$190M -$4.2M -85,332 -2%
State Street
7
State Street
Massachusetts
$174M -$28.3M -575,637 -14%
AllianceBernstein
8
AllianceBernstein
Tennessee
$154M -$8.97M -182,196 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$153M -$36.9M -749,427 -20%
Wells Fargo
10
Wells Fargo
California
$129M -$296K -6,011 -0.2%
Impax Asset Management Group
11
Impax Asset Management Group
United Kingdom
$88.8M +$86.5M +1,756,690 New
Bank of America
12
Bank of America
North Carolina
$87.6M -$4.56M -92,707 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
$80.2M +$7.51M +152,569 +11%
Axa
14
Axa
France
$75.7M +$9.61M +195,150 +15%
RJA
15
Raymond James & Associates
Florida
$70.6M +$4.53M +92,035 +7%
Handelsbanken Fonder
16
Handelsbanken Fonder
Sweden
$67.2M +$19.2M +390,000 +42%
Northern Trust
17
Northern Trust
Illinois
$61.5M -$13.6M -276,349 -19%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$60.9M -$1.69M -34,249 -3%
TCM
19
TimesSquare Capital Management
New York
$59M +$1.93M +39,205 +3%
Creative Planning
20
Creative Planning
Kansas
$55.5M +$51.3K +1,042 +0.1%
Charles Schwab
21
Charles Schwab
California
$52.7M -$21.3M -431,743 -29%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$48.6M -$898K -18,232 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$46.7M -$14.4M -291,693 -24%
Morgan Stanley
24
Morgan Stanley
New York
$43.5M +$1.3M +26,506 +3%
ClearBridge Investments
25
ClearBridge Investments
New York
$43.3M -$1.44M -29,245 -3%

BSY Hedge Fund Activity: Q3 2024 in Review

412 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bentley Systems (BSY) for Q3 2024, worth a combined $6.17B — up 2.7% from $6.01B a quarter earlier.

Fund positioning in BSY was balanced in Q3 2024: 55 funds opened new positions, 55 closed out, 162 added to existing stakes and 150 trimmed.

The largest buyer was Impax Asset Management Group, opening a new position worth an estimated $86.5M. The largest seller was BlackRock, cutting an estimated $70.7M.

  • 412 institutional investors held Bentley Systems (BSY) as of Q3 2024, down from 418 in Q2 2024.
  • Funds reported $6.17B of Bentley Systems stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 55 funds opened new Bentley Systems positions in Q3 2024 and 55 closed out, a net change of 0 holders.
  • The largest Bentley Systems buyer in Q3 2024 was Impax Asset Management Group, an estimated $86.5M added.
  • The largest Bentley Systems seller in Q3 2024 was BlackRock, an estimated $70.7M sold.

Based on aggregated 13F filings for Q3 2024.