Helios Technologies
HLIO
125 hedge funds and large institutions have $771M invested in Helios Technologies in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
31% more call options, than puts
Call options by funds: $1.21M | Put options by funds: $926K
7% more capital invested
Capital invested by funds: $722M → $771M (+$48.4M)
5% more funds holding
Funds holding: 119 → 125 (+6)
8% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 38
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$7.79M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.34M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.16M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$2.41M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.21M |
| 2 |
NCM
Nelson Capital Management
Menlo Park,
California
|
-$3.86M |
| 3 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$3.72M |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$1.75M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$1.74M |
HLIO Hedge Fund Activity: Q4 2014 in Review
125 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2014, worth a combined $771M — up 6.7% from $722M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HLIO positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 38 trimmed.
The largest buyer was Royce & Associates, adding an estimated $7.79M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.21M sold.
- 125 institutional investors held Helios Technologies (HLIO) as of Q4 2014, up from 119 in Q3 2014.
- Funds reported $771M of Helios Technologies stock for Q4 2014, up 6.7% quarter-over-quarter.
- 18 funds opened new Helios Technologies positions in Q4 2014 and 11 closed out, a net change of +7 holders.
- The largest Helios Technologies buyer in Q4 2014 was Royce & Associates, an estimated $7.79M added.
- The largest Helios Technologies seller in Q4 2014 was Wellington Management Group, an estimated $6.21M sold.
Based on aggregated 13F filings for Q4 2014.