Helios Technologies
HLIO
122 hedge funds and large institutions have $1.17B invested in Helios Technologies in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
26% more capital invested
Capital invested by funds: $932M → $1.17B (+$241M)
4% more funds holding
Funds holding: 117 → 122 (+5)
0.47% less ownership
Funds ownership: 80.76% → 80.3% (-0.47%)
11% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$35M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$9.69M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$7.93M |
| 4 |
Millennium Management
New York
|
+$7.47M |
| 5 |
RA
Royce & Associates
New York
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$30.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$18.8M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$7.02M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.91M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$4.55M |
HLIO Hedge Fund Activity: Q3 2017 in Review
122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2017, worth a combined $1.17B — up 26% from $932M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HLIO positions and 18 closed out — a net gain of 5 holders — while 33 added to existing stakes and 37 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $35M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $30.4M sold.
- 122 institutional investors held Helios Technologies (HLIO) as of Q3 2017, up from 117 in Q2 2017.
- Funds reported $1.17B of Helios Technologies stock for Q3 2017, up 26% quarter-over-quarter.
- 23 funds opened new Helios Technologies positions in Q3 2017 and 18 closed out, a net change of +5 holders.
- The largest Helios Technologies buyer in Q3 2017 was Wasatch Advisors, an estimated $35M added.
- The largest Helios Technologies seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $30.4M sold.
Based on aggregated 13F filings for Q3 2017.