Helios Technologies
HLIO
111 hedge funds and large institutions have $764M invested in Helios Technologies in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
15% more capital invested
Capital invested by funds: $666M → $764M (+$97M)
1% more funds holding
Funds holding: 110 → 111 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$12.3M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$4.19M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$3.41M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.04M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$11.8M |
| 2 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$3.3M |
| 3 |
Goldman Sachs
New York
|
-$1.8M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$1.69M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.45M |
HLIO Hedge Fund Activity: Q4 2013 in Review
111 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2013, worth a combined $764M — up 15% from $666M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HLIO positions and 10 closed out — a net gain of 4 holders — while 36 added to existing stakes and 41 trimmed.
The largest buyer was Brown Capital Management, adding an estimated $12.3M. The largest seller was CS McKee, cutting an estimated $11.8M.
- 111 institutional investors held Helios Technologies (HLIO) as of Q4 2013, up from 110 in Q3 2013.
- Funds reported $764M of Helios Technologies stock for Q4 2013, up 15% quarter-over-quarter.
- 14 funds opened new Helios Technologies positions in Q4 2013 and 10 closed out, a net change of +4 holders.
- The largest Helios Technologies buyer in Q4 2013 was Brown Capital Management, an estimated $12.3M added.
- The largest Helios Technologies seller in Q4 2013 was CS McKee, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2013.