Helios Technologies
HLIO
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.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
39% more capital invested
Capital invested by funds: $1.52B → $2.11B (+$594M)
7% more funds holding
Funds holding: 134 → 144 (+10)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.2M |
| 3 |
SI
Sapience Investments
Newport Beach,
California
|
+$7.41M |
| 4 |
FAM
Fred Alger Management
New York
|
+$4.96M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$4.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$12.6M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$9.77M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.62M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.33M |
| 5 |
BAMCO Inc
New York
|
-$3.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Renaissance Technologies
New York
| – | -$436K | -8,185 | Closed |
|
|
QC
152
Quadrature Capital
London,
United Kingdom
| – | -$367K | -6,885 | Closed |
|
|
DA
153
Duality Advisers
Miami,
Florida
| – | -$282K | -5,296 | Closed |
|
154
Truist Financial
Charlotte,
North Carolina
| – | -$166K | -3,121 | Closed |
|
|
PHK
155
Point72 Hong Kong
Hong Kong
| – | -$30K | -570 | Closed |
|
|
PWPS
156
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$7K | -125 | Closed |
|
|
CAAS
157
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$5K | -87 | Closed |
|
HLIO Hedge Fund Activity: Q1 2021 in Review
144 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2021, worth a combined $2.11B — up 39% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HLIO positions and 13 closed out — a net gain of 10 holders — while 48 added to existing stakes and 50 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $36.6M. The largest seller was Royce & Associates, cutting an estimated $12.6M.
- 144 institutional investors held Helios Technologies (HLIO) as of Q1 2021, up from 134 in Q4 2020.
- Funds reported $2.11B of Helios Technologies stock for Q1 2021, up 39% quarter-over-quarter.
- 23 funds opened new Helios Technologies positions in Q1 2021 and 13 closed out, a net change of +10 holders.
- The largest Helios Technologies buyer in Q1 2021 was Wellington Management Group, an estimated $36.6M added.
- The largest Helios Technologies seller in Q1 2021 was Royce & Associates, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2021.