We are live on ! Find out more
HLIO icon

Helios Technologies
HLIO

122 hedge funds and large institutions have $1.17B invested in Helios Technologies in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

26% more capital invested

Capital invested by funds: $932M → $1.17B (+$241M)

4% more funds holding

Funds holding: 117 → 122 (+5)

0.47% less ownership

Funds ownership: 80.76% → 80.3% (-0.47%)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
33
Reduced
37
Closed
18
Calls
$2.08M
Puts
–
Net Calls
+$2.08M
Net Calls Change
+$2.15M

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$35M
2
GKIM
GW&K Investment Management
Massachusetts
+$9.69M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$7.93M
4
Millennium Management
Millennium Management
New York
+$7.47M
5
RA
Royce & Associates
New York
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$30.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$7.02M
4
Wells Fargo
Wells Fargo
California
-$4.91M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$4.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
126
Natixis Advisors
Massachusetts
– -$2.83M -66,275 Closed
Credit Agricole
127
Credit Agricole
France
– -$853K -19,990 Closed
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
– -$654K -15,324 Closed
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
– -$557K -13,061 Closed
BTS
130
BB&T Securities
Virginia
– -$342K -8,030 Closed
CL
131
Croft-Leominster
Maryland
– -$298K -7,000 Closed
JMPWA
132
JP Morgan Private Wealth Advisors
California
– -$282K -6,604 Closed
BF
133
BOK Financial
Oklahoma
– -$271K -6,354 Closed
Creative Planning
134
Creative Planning
Kansas
– -$26K -600 Closed
PAM
135
Panagora Asset Management
Massachusetts
– -$10K -242 Closed
PG
136
PEAK6 Group
Illinois
– -$5.84K -126 Closed
PCM
137
Prelude Capital Management
New York
– -$4K -100 Closed
NCM
138
Nelson Capital Management
California
– -$3K -80 Closed
ASN
139
Advisory Services Network
Georgia
– -$2K -54 Closed
2 3 4 5
6

HLIO Hedge Fund Activity: Q3 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2017, worth a combined $1.17B — up 26% from $932M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HLIO positions and 18 closed out — a net gain of 5 holders — while 33 added to existing stakes and 37 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $35M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $30.4M sold.

  • 122 institutional investors held Helios Technologies (HLIO) as of Q3 2017, up from 117 in Q2 2017.
  • Funds reported $1.17B of Helios Technologies stock for Q3 2017, up 26% quarter-over-quarter.
  • 23 funds opened new Helios Technologies positions in Q3 2017 and 18 closed out, a net change of +5 holders.
  • The largest Helios Technologies buyer in Q3 2017 was Wasatch Advisors, an estimated $35M added.
  • The largest Helios Technologies seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2017.