Helios Technologies
HLIO
119 hedge funds and large institutions have $774M invested in Helios Technologies in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
13% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 38
3% more funds holding
Funds holding: 116 → 119 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $826M → $774M (-$52.7M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $8K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.66M |
| 2 |
Bank of New York Mellon
New York
|
+$1.21M |
| 3 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$1.18M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.02M |
| 5 |
RA
Royce & Associates
New York
|
+$970K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$3.68M |
| 2 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$2.74M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$2.34M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$2M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$1.78M |
HLIO Hedge Fund Activity: Q2 2014 in Review
119 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2014, worth a combined $774M — down 6.4% from $826M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HLIO positions and 7 closed out — a net gain of 3 holders — while 43 added to existing stakes and 38 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $1.66M. The largest seller was Suntrust Banks, cutting an estimated $3.68M.
- 119 institutional investors held Helios Technologies (HLIO) as of Q2 2014, up from 116 in Q1 2014.
- Funds reported $774M of Helios Technologies stock for Q2 2014, down 6.4% quarter-over-quarter.
- 10 funds opened new Helios Technologies positions in Q2 2014 and 7 closed out, a net change of +3 holders.
- The largest Helios Technologies buyer in Q2 2014 was Renaissance Technologies, an estimated $1.66M added.
- The largest Helios Technologies seller in Q2 2014 was Suntrust Banks, an estimated $3.68M sold.
Based on aggregated 13F filings for Q2 2014.