Helios Technologies
HLIO
166 hedge funds and large institutions have $1.58B invested in Helios Technologies in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.
1,156% more call options, than puts
Call options by funds: $402K | Put options by funds: $32K
20% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 51
4% more capital invested
Capital invested by funds: $1.51B → $1.58B (+$65.1M)
0.4% more ownership
Funds ownership: 91.93% → 92.33% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 22
2% less funds holding
Funds holding: 169 → 166 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$18M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$17.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.9M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$7.87M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.6M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$26.8M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$7.97M |
| 4 |
Goldman Sachs
New York
|
-$5.37M |
| 5 |
SI
Sapience Investments
Newport Beach,
California
|
-$5.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GTCM
176
Gyon Technologies Capital Management
Denville,
New Jersey
| – | -$324K | -6,399 | Closed |
|
177
Arrowstreet Capital
Boston,
Massachusetts
| – | -$318K | -6,280 | Closed |
|
|
QT
178
Quantbot Technologies
New York
| – | -$290K | -5,746 | Closed |
|
|
GCM
179
Graham Capital Management
Rowayton,
Connecticut
| – | -$254K | -5,031 | Closed |
|
180
Tudor Investment Corp
Stamford,
Connecticut
| – | -$200K | -3,950 | Closed |
|
181
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$101K | -1,990 | Closed |
|
|
SO
182
STRS Ohio
Columbus,
Ohio
| – | -$35K | -700 | Closed |
|
|
GWSG
183
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$22K | -430 | Closed |
|
184
Rockefeller Capital Management
New York
| – | -$8K | -169 | Closed |
|
|
IA
185
IFP Advisors
Tampa,
Florida
| – | -$5K | -99 | Closed |
|
186
Barclays
London,
United Kingdom
| – | -$4K | -87 | Closed |
|
|
SPIA
187
Steward Partners Investment Advisory
New York
| – | -$4K | -77 | Closed |
|
|
SFG
188
Steward Financial Group
Colleyville,
Texas
| – | +$216 | +4 | New |
|
HLIO Hedge Fund Activity: Q4 2022 in Review
166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2022, worth a combined $1.58B — up 4.3% from $1.51B a quarter earlier.
Fund positioning in HLIO was balanced in Q4 2022: 22 funds opened new positions, 22 closed out, 61 added to existing stakes and 51 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $18M. The largest seller was Ameriprise, cutting an estimated $31.6M.
- 166 institutional investors held Helios Technologies (HLIO) as of Q4 2022, down from 169 in Q3 2022.
- Funds reported $1.58B of Helios Technologies stock for Q4 2022, up 4.3% quarter-over-quarter.
- 22 funds opened new Helios Technologies positions in Q4 2022 and 22 closed out, a net change of 0 holders.
- The largest Helios Technologies buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $18M added.
- The largest Helios Technologies seller in Q4 2022 was Ameriprise, an estimated $31.6M sold.
Based on aggregated 13F filings for Q4 2022.