Helios Technologies
HLIO
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.
185% more call options, than puts
Call options by funds: $427K | Put options by funds: $150K
24% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 51
0.19% more ownership
Funds ownership: 94% → 94.19% (+0.19%)
8% less funds holding
Funds holding: 170 → 156 (-14)
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: 3 → 2 (-1)
54% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$36M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$14.6M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$13.3M |
| 4 |
FAM
Fred Alger Management
New York
|
+$7.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$17.6M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$12.7M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$9.96M |
| 4 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$6.8M |
| 5 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$5.94M |
HLIO Hedge Fund Activity: Q3 2023 in Review
156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2023, worth a combined $1.73B — down 14% from $2.02B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of HLIO and 11 opened new positions — a net loss of 13 holders — while 51 trimmed existing stakes and 63 added.
The largest buyer was Wellington Management Group, adding an estimated $36M. The largest seller was GW&K Investment Management, cutting an estimated $17.6M.
- 156 institutional investors held Helios Technologies (HLIO) as of Q3 2023, down from 170 in Q2 2023.
- Funds reported $1.73B of Helios Technologies stock for Q3 2023, down 14% quarter-over-quarter.
- 11 funds opened new Helios Technologies positions in Q3 2023 and 24 closed out, a net change of -13 holders.
- The largest Helios Technologies buyer in Q3 2023 was Wellington Management Group, an estimated $36M added.
- The largest Helios Technologies seller in Q3 2023 was GW&K Investment Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q3 2023.