Helios Technologies
HLIO
116 hedge funds and large institutions have $826M invested in Helios Technologies in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
11% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 37
8% more capital invested
Capital invested by funds: $764M → $826M (+$62.8M)
5% more funds holding
Funds holding: 111 → 116 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$6.76M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.81M |
| 3 |
O
OppenheimerFunds
New York
|
+$4.3M |
| 4 |
Bank of New York Mellon
New York
|
+$4.21M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLG
Stanley-Laman Group
Berwyn,
Pennsylvania
|
-$7.12M |
| 2 |
CCM
Century Capital Management
Boston,
Massachusetts
|
-$5.62M |
| 3 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$1.97M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$1.61M |
| 5 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
-$1.49M |
HLIO Hedge Fund Activity: Q1 2014 in Review
116 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2014, worth a combined $826M — up 8.2% from $764M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HLIO positions and 6 closed out — a net gain of 5 holders — while 41 added to existing stakes and 37 trimmed.
The largest buyer was Conestoga Capital Advisors, adding an estimated $6.76M. The largest seller was Stanley-Laman Group, exiting entirely with an estimated $7.12M sold.
- 116 institutional investors held Helios Technologies (HLIO) as of Q1 2014, up from 111 in Q4 2013.
- Funds reported $826M of Helios Technologies stock for Q1 2014, up 8.2% quarter-over-quarter.
- 11 funds opened new Helios Technologies positions in Q1 2014 and 6 closed out, a net change of +5 holders.
- The largest Helios Technologies buyer in Q1 2014 was Conestoga Capital Advisors, an estimated $6.76M added.
- The largest Helios Technologies seller in Q1 2014 was Stanley-Laman Group, an estimated $7.12M sold.
Based on aggregated 13F filings for Q1 2014.