HLIO icon

Helios Technologies

156 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $2.02B → $1.73B (-$293M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

54% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 24

Holders
156
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
$427K
Puts
$150K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$2.4M
52
$2.31M
53
$2.28M
54
$2.21M
55
$2.11M
56
$2.02M
57
$2M
58
$2M
59
$1.94M
60
$1.93M
61
$1.92M
62
$1.89M
63
$1.79M
64
$1.66M
65
$1.59M
66
$1.58M
67
$1.57M
68
$1.55M
69
$1.39M
70
$1.2M
71
$1.12M
72
$1.08M
73
$1.05M
74
$971K
75
$962K