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Helios Technologies

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

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: 32 (-1)

54% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 24

Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$427K
Puts
$150K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$393K
102
$391K
103
$380K
104
$371K
105
$354K
106
$350K
107
$341K
108
$313K
109
$302K
110
$288K
111
$280K
112
$279K
113
$276K
114
$237K
115
$236K
116
$229K
117
$224K
118
$220K
119
$213K
120
$208K
121
$207K
122
$181K
123
$166K
124
$161K
125
$109K