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Helios Technologies
HLIO

134 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

47% more capital invested

Capital invested by funds: $1.04B → $1.52B (+$484M)

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

16% more funds holding

Funds holding: 116 → 134 (+18)

0.12% more ownership

Funds ownership: 88.69% → 88.82% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
134
Holders Change
+18
Holders Change %
+15.52%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
47
Reduced
36
Closed
6
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.31M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$17.3M
2
FAM
Fred Alger Management
New York
+$9.01M
3
WA
Wasatch Advisors
Utah
+$5.57M
4
BlackRock
BlackRock
New York
+$4.54M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.53M

Top Sellers

Rank Fund Capital Flow
1
SBF
Sara-Bay Financial
Florida
-$10.1M
2
AAM
ACK Asset Management
Connecticut
-$8.89M
3
PCM
Penn Capital Management
Pennsylvania
-$8.66M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.22M
5
Norges Bank
Norges Bank
Norway
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$552K -$337K -7,153 -41%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$552K +$488K +10,364 New
BWP
78
Baldwin Wealth Partners
Massachusetts
$540K – – –
ASRS
79
Arizona State Retirement System
Arizona
$471K -$16.8K -357 -4%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$467K – – –
UBS Group
81
UBS Group
Switzerland
$447K +$250K +5,317 +173%
Renaissance Technologies
82
Renaissance Technologies
New York
$436K -$536K -11,390 -58%
Victory Capital Management
83
Victory Capital Management
Texas
$430K +$13.5K +287 +4%
First Trust Advisors
84
First Trust Advisors
Illinois
$419K +$370K +7,856 New
ACP
85
Aviance Capital Partners
Florida
$378K – – –
JGUA
86
John G. Ullman & Associates
New York
$368K -$4.71K -100 -1%
ClearBridge Investments
87
ClearBridge Investments
New York
$368K +$325K +6,910 New
QC
88
Quadrature Capital
United Kingdom
$367K +$324K +6,885 New
ProShare Advisors
89
ProShare Advisors
Maryland
$367K +$324K +6,886 New
Citigroup
90
Citigroup
New York
$337K +$204K +4,328 +217%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$334K +$4.61K +98 +2%
GT
92
Glenmede Trust
Pennsylvania
$327K +$16.7K +355 +6%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$321K -$64K -1,361 -18%
PWP
94
Principle Wealth Partners
Connecticut
$311K +$275K +5,844 New
JMPWA
95
JP Morgan Private Wealth Advisors
California
$307K +$271K +5,766 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$303K +$159K +3,377 +186%
Public Employees Retirement Association of Colorado
97
Public Employees Retirement Association of Colorado
Colorado
$301K – – –
Handelsbanken Fonder
98
Handelsbanken Fonder
Sweden
$286K +$252K +5,358 New
DA
99
Duality Advisers
Florida
$282K -$256K -5,444 -51%
AIM
100
Aigen Investment Management
New York
$269K +$238K +5,056 New
2 3
4
5 6

HLIO Hedge Fund Activity: Q4 2020 in Review

134 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2020, worth a combined $1.52B — up 47% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HLIO positions and 6 closed out — a net gain of 19 holders — while 47 added to existing stakes and 36 trimmed.

The largest buyer was Invesco, adding an estimated $17.3M. The largest seller was Sara-Bay Financial, cutting an estimated $10.1M.

  • 134 institutional investors held Helios Technologies (HLIO) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $1.52B of Helios Technologies stock for Q4 2020, up 47% quarter-over-quarter.
  • 25 funds opened new Helios Technologies positions in Q4 2020 and 6 closed out, a net change of +19 holders.
  • The largest Helios Technologies buyer in Q4 2020 was Invesco, an estimated $17.3M added.
  • The largest Helios Technologies seller in Q4 2020 was Sara-Bay Financial, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2020.