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Helios Technologies
HLIO

134 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

47% more capital invested

Capital invested by funds: $1.04B → $1.52B (+$484M)

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

16% more funds holding

Funds holding: 116 → 134 (+18)

0.12% more ownership

Funds ownership: 88.69% → 88.82% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
134
Holders Change
+18
Holders Change %
+15.52%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
47
Reduced
36
Closed
6
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.31M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$17.3M
2
FAM
Fred Alger Management
New York
+$9.01M
3
WA
Wasatch Advisors
Utah
+$5.57M
4
BlackRock
BlackRock
New York
+$4.54M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.53M

Top Sellers

Rank Fund Capital Flow
1
SBF
Sara-Bay Financial
Florida
-$10.1M
2
AAM
ACK Asset Management
Connecticut
-$8.89M
3
PCM
Penn Capital Management
Pennsylvania
-$8.66M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.22M
5
Norges Bank
Norges Bank
Norway
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
126
ClariVest Asset Management
California
$19K +$6.07K +129 +59%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$9K +$47 +1 +0.6%
PWPS
128
Pinnacle Wealth Planning Services
Ohio
$7K +$5.88K +125 New
HNB
129
Huntington National Bank
Ohio
$6K – – –
CAAS
130
Capital Asset Advisory Services
Michigan
$5K +$4.09K +87 New
CFB
131
Cullen/Frost Bankers
Texas
$4K +$3.76K +80 New
RCA
132
Ranch Capital Advisors
Florida
$2K – – –
IAIM
133
International Assets Investment Management
Florida
$1K +$706 +15 New
AIG
134
American International Group
New York
$963 -$24.4K -518 -3%
AAM
135
ACK Asset Management
Connecticut
– -$8.89M -286,300 Closed
PCM
136
Penn Capital Management
Pennsylvania
– -$8.66M -237,776 Closed
Russell Investments Group
137
Russell Investments Group
United Kingdom
– -$1.41M -38,714 Closed
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
– -$470K -12,901 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
139
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$135K -3,698 Closed
NNP
140
Nachman Norwood & Parrott
South Carolina
– -$5K -135 Closed
2 3 4 5
6

HLIO Hedge Fund Activity: Q4 2020 in Review

134 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2020, worth a combined $1.52B — up 47% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HLIO positions and 6 closed out — a net gain of 19 holders — while 47 added to existing stakes and 36 trimmed.

The largest buyer was Invesco, adding an estimated $17.3M. The largest seller was Sara-Bay Financial, cutting an estimated $10.1M.

  • 134 institutional investors held Helios Technologies (HLIO) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $1.52B of Helios Technologies stock for Q4 2020, up 47% quarter-over-quarter.
  • 25 funds opened new Helios Technologies positions in Q4 2020 and 6 closed out, a net change of +19 holders.
  • The largest Helios Technologies buyer in Q4 2020 was Invesco, an estimated $17.3M added.
  • The largest Helios Technologies seller in Q4 2020 was Sara-Bay Financial, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2020.