Helios Technologies
HLIO
164 hedge funds and large institutions have $1.99B invested in Helios Technologies in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 30 closing their positions.
1.86% more ownership
Funds ownership: 91.02% → 92.87% (+1.9%)
4% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 56
11% less funds holding
Funds holding: 185 → 164 (-21)
16% less capital invested
Capital invested by funds: $2.36B → $1.99B (-$370M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
60% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 30
95% less call options, than puts
Call options by funds: $13K | Put options by funds: $278K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$14.1M |
| 4 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$8.45M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$10.7M |
| 2 |
BAMCO Inc
New York
|
-$8.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.26M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$3.65M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$3.38M |
HLIO Hedge Fund Activity: Q2 2022 in Review
164 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2022, worth a combined $1.99B — down 16% from $2.36B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of HLIO and 12 opened new positions — a net loss of 18 holders — while 56 trimmed existing stakes and 54 added.
The largest buyer was Ameriprise, adding an estimated $37.3M. The largest seller was Aberdeen Group, cutting an estimated $10.7M.
- 164 institutional investors held Helios Technologies (HLIO) as of Q2 2022, down from 185 in Q1 2022.
- Funds reported $1.99B of Helios Technologies stock for Q2 2022, down 16% quarter-over-quarter.
- 12 funds opened new Helios Technologies positions in Q2 2022 and 30 closed out, a net change of -18 holders.
- The largest Helios Technologies buyer in Q2 2022 was Ameriprise, an estimated $37.3M added.
- The largest Helios Technologies seller in Q2 2022 was Aberdeen Group, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2022.