Helios Technologies
HLIO
176 hedge funds and large institutions have $1.98B invested in Helios Technologies in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 48 reducing their positions, and 13 closing their positions.
1,795% more call options, than puts
Call options by funds: $739K | Put options by funds: $39K
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
44% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 48
25% more capital invested
Capital invested by funds: $1.58B → $1.98B (+$399M)
6% more funds holding
Funds holding: 166 → 176 (+10)
0.49% more ownership
Funds ownership: 92.33% → 92.82% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$11.1M |
| 3 |
Jennison Associates
New York
|
+$10.1M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$8.51M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$20.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.8M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.14M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$3.84M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.34M |
HLIO Hedge Fund Activity: Q1 2023 in Review
176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2023, worth a combined $1.98B — up 25% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HLIO positions and 13 closed out — a net gain of 12 holders — while 69 added to existing stakes and 48 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $14M. The largest seller was Wasatch Advisors, cutting an estimated $20.6M.
- 176 institutional investors held Helios Technologies (HLIO) as of Q1 2023, up from 166 in Q4 2022.
- Funds reported $1.98B of Helios Technologies stock for Q1 2023, up 25% quarter-over-quarter.
- 25 funds opened new Helios Technologies positions in Q1 2023 and 13 closed out, a net change of +12 holders.
- The largest Helios Technologies buyer in Q1 2023 was Point72 Asset Management, an estimated $14M added.
- The largest Helios Technologies seller in Q1 2023 was Wasatch Advisors, an estimated $20.6M sold.
Based on aggregated 13F filings for Q1 2023.