Helios Technologies
HLIO
113 hedge funds and large institutions have $1.29B invested in Helios Technologies in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
22% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 37
15% more capital invested
Capital invested by funds: $1.13B → $1.29B (+$164M)
3% more funds holding
Funds holding: 110 → 113 (+3)
0.45% more ownership
Funds ownership: 86.61% → 87.05% (+0.45%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$9.24M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$4.94M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.47M |
| 4 |
Goldman Sachs
New York
|
+$1.47M |
| 5 |
Morgan Stanley
New York
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$12.3M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.73M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$1.39M |
| 4 |
Renaissance Technologies
New York
|
-$1.37M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.32M |
HLIO Hedge Fund Activity: Q4 2019 in Review
113 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2019, worth a combined $1.29B — up 15% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HLIO positions and 8 closed out — a net gain of 3 holders — while 45 added to existing stakes and 37 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $9.24M. The largest seller was Royce & Associates, cutting an estimated $12.3M.
- 113 institutional investors held Helios Technologies (HLIO) as of Q4 2019, up from 110 in Q3 2019.
- Funds reported $1.29B of Helios Technologies stock for Q4 2019, up 15% quarter-over-quarter.
- 11 funds opened new Helios Technologies positions in Q4 2019 and 8 closed out, a net change of +3 holders.
- The largest Helios Technologies buyer in Q4 2019 was Wasatch Advisors, an estimated $9.24M added.
- The largest Helios Technologies seller in Q4 2019 was Royce & Associates, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2019.