Helios Technologies
HLIO
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.
32% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 37
3.18% more ownership
Funds ownership: 83.95% → 87.12% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $1.42B → $1.33B (-$89.1M)
9% less funds holding
Funds holding: 139 → 127 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$38.6M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$12.6M |
| 3 |
BlackRock
New York
|
+$9.69M |
| 4 |
FAM
Fred Alger Management
New York
|
+$6.92M |
| 5 |
BAMCO Inc
New York
|
+$6.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.64M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$8.49M |
| 3 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$4.85M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.81M |
HLIO Hedge Fund Activity: Q2 2018 in Review
127 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2018, worth a combined $1.33B — down 6.3% from $1.42B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of HLIO and 10 opened new positions — a net loss of 11 holders — while 37 trimmed existing stakes and 49 added.
The largest buyer was Brown Capital Management, adding an estimated $38.6M. The largest seller was Federated Hermes, exiting entirely with an estimated $9.64M sold.
- 127 institutional investors held Helios Technologies (HLIO) as of Q2 2018, down from 139 in Q1 2018.
- Funds reported $1.33B of Helios Technologies stock for Q2 2018, down 6.3% quarter-over-quarter.
- 10 funds opened new Helios Technologies positions in Q2 2018 and 21 closed out, a net change of -11 holders.
- The largest Helios Technologies buyer in Q2 2018 was Brown Capital Management, an estimated $38.6M added.
- The largest Helios Technologies seller in Q2 2018 was Federated Hermes, an estimated $9.64M sold.
Based on aggregated 13F filings for Q2 2018.