Helios Technologies
HLIO
170 hedge funds and large institutions have $2.02B invested in Helios Technologies in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 21 closing their positions.
809% more call options, than puts
Call options by funds: $482K | Put options by funds: $53K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.18% more ownership
Funds ownership: 92.82% → 94% (+1.2%)
2% more capital invested
Capital invested by funds: $1.98B → $2.02B (+$41.6M)
3% less funds holding
Funds holding: 176 → 170 (-6)
11% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 66
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$28.2M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$22.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$18M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$10.6M |
| 5 |
BlackRock
New York
|
+$6.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$17.2M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$14.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$14.1M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$12.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$11.6M |
HLIO Hedge Fund Activity: Q2 2023 in Review
170 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2023, worth a combined $2.02B — up 2.1% from $1.98B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of HLIO and 16 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 59 added.
The largest buyer was Conestoga Capital Advisors, adding an estimated $28.2M. The largest seller was GW&K Investment Management, cutting an estimated $17.2M.
- 170 institutional investors held Helios Technologies (HLIO) as of Q2 2023, down from 176 in Q1 2023.
- Funds reported $2.02B of Helios Technologies stock for Q2 2023, up 2.1% quarter-over-quarter.
- 16 funds opened new Helios Technologies positions in Q2 2023 and 21 closed out, a net change of -5 holders.
- The largest Helios Technologies buyer in Q2 2023 was Conestoga Capital Advisors, an estimated $28.2M added.
- The largest Helios Technologies seller in Q2 2023 was GW&K Investment Management, an estimated $17.2M sold.
Based on aggregated 13F filings for Q2 2023.