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Helios Technologies

127 hedge funds and large institutions have $1.33B invested in Helios Technologies in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 139127 (-12)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

54% less call options, than puts

Call options by funds: $481K | Put options by funds: $1.04M

Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$481K
Puts
$1.04M
Net Calls
Net Calls Change

Top Buyers

1 +$36.8M
2 +$12M
3 +$9.24M
4
FAM
Fred Alger Management
New York
+$6.59M
5
BAMCO Inc
BAMCO Inc
New York
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.07M
52
$1.03M
53
$898K
54
$877K
55
$856K
56
$849K
57
$737K
58
$730K
59
$647K
60
$616K
61
$608K
62
$599K
63
$593K
64
$578K
65
$519K
66
$499K
67
$449K
68
$438K
69
$433K
70
$403K
71
$400K
72
$386K
73
$385K
74
$376K
75
$349K