Helios Technologies
HLIO
111 hedge funds and large institutions have $618M invested in Helios Technologies in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 14 closing their positions.
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
3% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 35
1% less funds holding
Funds holding: 112 → 111 (-1)
10% less capital invested
Capital invested by funds: $685M → $618M (-$66.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $273K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$6.16M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$3.58M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$2.93M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$2.11M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$5.93M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$4.19M |
| 3 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
-$2.61M |
| 4 |
Two Sigma Investments
New York
|
-$2.08M |
| 5 |
FAM
Fred Alger Management
New York
|
-$1.58M |
HLIO Hedge Fund Activity: Q2 2016 in Review
111 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2016, worth a combined $618M — down 9.8% from $685M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HLIO positions and 14 closed out — a net gain of 1 holder — while 36 added to existing stakes and 35 trimmed.
The largest buyer was Granite Investment Partners, opening a new position worth an estimated $6.16M. The largest seller was Royce & Associates, cutting an estimated $5.93M.
- 111 institutional investors held Helios Technologies (HLIO) as of Q2 2016, down from 112 in Q1 2016.
- Funds reported $618M of Helios Technologies stock for Q2 2016, down 9.8% quarter-over-quarter.
- 15 funds opened new Helios Technologies positions in Q2 2016 and 14 closed out, a net change of +1 holder.
- The largest Helios Technologies buyer in Q2 2016 was Granite Investment Partners, an estimated $6.16M added.
- The largest Helios Technologies seller in Q2 2016 was Royce & Associates, an estimated $5.93M sold.
Based on aggregated 13F filings for Q2 2016.