Helios Technologies
HLIO
151 hedge funds and large institutions have $2.27B invested in Helios Technologies in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 14 closing their positions.
167% more call options, than puts
Call options by funds: $647K | Put options by funds: $242K
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
7% more capital invested
Capital invested by funds: $2.11B → $2.27B (+$153M)
5% more funds holding
Funds holding: 144 → 151 (+7)
6% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.03% less ownership
Funds ownership: 90.2% → 90.17% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.3M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$10.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.57M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.53M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$15.3M |
| 2 |
BlackRock
New York
|
-$11.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.37M |
| 4 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$7.44M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.2M |
HLIO Hedge Fund Activity: Q2 2021 in Review
151 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2021, worth a combined $2.27B — up 7.2% from $2.11B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HLIO positions and 14 closed out — a net gain of 7 holders — while 54 added to existing stakes and 51 trimmed.
The largest buyer was Ameriprise, adding an estimated $33.3M. The largest seller was Royce & Associates, cutting an estimated $15.3M.
- 151 institutional investors held Helios Technologies (HLIO) as of Q2 2021, up from 144 in Q1 2021.
- Funds reported $2.27B of Helios Technologies stock for Q2 2021, up 7.2% quarter-over-quarter.
- 21 funds opened new Helios Technologies positions in Q2 2021 and 14 closed out, a net change of +7 holders.
- The largest Helios Technologies buyer in Q2 2021 was Ameriprise, an estimated $33.3M added.
- The largest Helios Technologies seller in Q2 2021 was Royce & Associates, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2021.