Helios Technologies
HLIO
HLIO
172 hedge funds and large institutions have $1.46B invested in Helios Technologies in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 23 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 capital invested
Capital invested by funds: $ → $
2% less funds holding
Funds holding: 176 → 172 (-4)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
172
Holding in Top 10
1
Calls
$308K
Puts
$27K
Top Buyers
| 1 | +$31.6M | |
| 2 | +$11.9M | |
| 3 | +$11M | |
| 4 |
Rockefeller Capital Management
New York
|
+$8.74M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.95M |
Top Sellers
| 1 | -$25M | |
| 2 | -$12.6M | |
| 3 | -$5.15M | |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.45M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$2.42M |