Helios Technologies
HLIO
HLIO
116 hedge funds and large institutions have $1.04B invested in Helios Technologies in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 11 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: $ → $
4% less funds holding
Funds holding: 121 → 116 (-5)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Holders
116
Holding in Top 10
2
Calls
$381K
Puts
–
Top Buyers
| 1 | +$4.82M | |
| 2 | +$3.94M | |
| 3 | +$3.46M | |
| 4 |
AACP
Advantage Alpha Capital Partners
San Francisco,
California
|
+$3.02M |
| 5 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$1.89M |
Top Sellers
| 1 | -$4.95M | |
| 2 | -$4.38M | |
| 3 | -$3.54M | |
| 4 |
SBF
Sara-Bay Financial
Sarasota,
Florida
|
-$1.7M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.42M |