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Helios Technologies

144 hedge funds and large institutions have $2.11B invested in Helios Technologies in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.38% more ownership

Funds ownership: 88.82%90.2% (+1.4%)

4% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 50

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$41.8M
2 +$12.8M
3 +$8.44M
4
FAM
Fred Alger Management
New York
+$5.65M
5
AI
Axiom Investors
Connecticut
+$5.62M

Top Sellers

1 -$14.4M
2 -$11.1M
3 -$4.13M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.79M
5
BAMCO Inc
BAMCO Inc
New York
-$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$392K
102
$390K
103
$364K
104
$345K
105
$343K
106
$306K
107
$298K
108
$284K
109
$273K
110
$254K
111
$248K
112
$244K
113
$236K
114
$219K
115
$214K
116
$214K
117
$197K
118
$185K
119
$174K
120
$156K
121
$125K
122
$95K
123
$92K
124
$90.4K
125
$73K