Helios Technologies
HLIO
116 hedge funds and large institutions have $1.04B invested in Helios Technologies in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 11 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
0.58% more ownership
Funds ownership: 88.11% → 88.69% (+0.58%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $1.05B → $1.04B (-$13.5M)
4% less funds holding
Funds holding: 121 → 116 (-5)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$5.14M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.2M |
| 3 |
BAMCO Inc
New York
|
+$3.68M |
| 4 |
AACP
Advantage Alpha Capital Partners
San Francisco,
California
|
+$3.21M |
| 5 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.25M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.66M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$3.77M |
| 4 |
SBF
Sara-Bay Financial
Sarasota,
Florida
|
-$1.81M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.42M |
HLIO Hedge Fund Activity: Q3 2020 in Review
116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2020, worth a combined $1.04B — down 1.3% from $1.05B a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HLIO and 8 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 41 added.
The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $5.14M. The largest seller was Morgan Stanley, cutting an estimated $5.25M.
- 116 institutional investors held Helios Technologies (HLIO) as of Q3 2020, down from 121 in Q2 2020.
- Funds reported $1.04B of Helios Technologies stock for Q3 2020, down 1.3% quarter-over-quarter.
- 8 funds opened new Helios Technologies positions in Q3 2020 and 11 closed out, a net change of -3 holders.
- The largest Helios Technologies buyer in Q3 2020 was ArrowMark Colorado Holdings, an estimated $5.14M added.
- The largest Helios Technologies seller in Q3 2020 was Morgan Stanley, an estimated $5.25M sold.
Based on aggregated 13F filings for Q3 2020.