Helios Technologies
HLIO
109 hedge funds and large institutions have $845M invested in Helios Technologies in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 8 closing their positions.
78.46% more ownership
Funds ownership: 0% → 78.46% (+78%)
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
24% more capital invested
Capital invested by funds: $684M → $845M (+$161M)
3% more funds holding
Funds holding: 106 → 109 (+3)
8% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 39
83% less call options, than puts
Call options by funds: $84K | Put options by funds: $508K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.69M |
| 2 |
FAM
Fred Alger Management
New York
|
+$3.32M |
| 3 |
Morgan Stanley
New York
|
+$2.35M |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$1.65M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$15.4M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$2.77M |
| 3 |
RA
Royce & Associates
New York
|
-$2.38M |
| 4 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
-$2.24M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.69M |
HLIO Hedge Fund Activity: Q4 2016 in Review
109 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2016, worth a combined $845M — up 24% from $684M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HLIO positions and 8 closed out — a net gain of 4 holders — while 36 added to existing stakes and 39 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $3.69M. The largest seller was T. Rowe Price Associates, cutting an estimated $15.4M.
- 109 institutional investors held Helios Technologies (HLIO) as of Q4 2016, up from 106 in Q3 2016.
- Funds reported $845M of Helios Technologies stock for Q4 2016, up 24% quarter-over-quarter.
- 12 funds opened new Helios Technologies positions in Q4 2016 and 8 closed out, a net change of +4 holders.
- The largest Helios Technologies buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $3.69M added.
- The largest Helios Technologies seller in Q4 2016 was T. Rowe Price Associates, an estimated $15.4M sold.
Based on aggregated 13F filings for Q4 2016.