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Helios Technologies

144 hedge funds and large institutions have $2.11B invested in Helios Technologies in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.38% more ownership

Funds ownership: 88.82%90.2% (+1.4%)

4% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 50

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$41.8M
2 +$12.8M
3 +$8.44M
4
FAM
Fred Alger Management
New York
+$5.65M
5
AI
Axiom Investors
Connecticut
+$5.62M

Top Sellers

1 -$14.4M
2 -$11.1M
3 -$4.13M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.79M
5
BAMCO Inc
BAMCO Inc
New York
-$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$992K
77
$938K
78
$906K
79
$816K
80
$782K
81
$692K
82
$657K
83
$647K
84
$646K
85
$646K
86
$629K
87
$606K
88
$606K
89
$605K
90
$578K
91
$546K
92
$525K
93
$516K
94
$503K
95
$459K
96
$444K
97
$426K
98
$411K
99
$399K
100
$398K