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Helios Technologies

156 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $2.02B → $1.73B (-$293M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

54% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 24

Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$427K
Puts
$150K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$937K
77
$908K
78
$892K
79
$890K
80
$870K
81
$791K
82
$713K
83
$681K
84
$651K
85
$647K
86
$631K
87
$556K
88
$548K
89
$539K
90
$520K
91
$519K
92
$516K
93
$486K
94
$453K
95
$451K
96
$440K
97
$422K
98
$416K
99
$404K
100
$401K