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Helios Technologies

127 hedge funds and large institutions have $1.33B invested in Helios Technologies in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 139127 (-12)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

54% less call options, than puts

Call options by funds: $481K | Put options by funds: $1.04M

Holders
127
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
$481K
Puts
$1.04M
Net Calls
Net Calls Change

Top Buyers

1 +$36.8M
2 +$12M
3 +$9.24M
4
FAM
Fred Alger Management
New York
+$6.59M
5
BAMCO Inc
BAMCO Inc
New York
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$346K
77
$341K
78
$333K
79
$320K
80
$317K
81
$305K
82
$296K
83
$293K
84
$284K
85
$277K
86
$276K
87
$275K
88
$272K
89
$258K
90
$227K
91
$226K
92
$215K
93
$211K
94
$211K
95
$188K
96
$138K
97
$112K
98
$101K
99
$87.7K
100
$83K