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Helios Technologies
HLIO

112 hedge funds and large institutions have $562M invested in Helios Technologies in 2013 Q2 according to their latest regulatory filings, with 112 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+112
Holders Change %
–
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
112
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brown Capital Management
Maryland
$112M +$114M +3,580,596 New
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$79.8M +$81.3M +2,550,340 New
RA
3
Royce & Associates
New York
$53M +$54M +1,694,236 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$37M +$37.7M +1,181,759 New
CCA
5
Conestoga Capital Advisors
Pennsylvania
$29.9M +$30.5M +956,419 New
CM
6
CS McKee
Pennsylvania
$25M +$25.5M +800,286 New
BIT
7
BlackRock Institutional Trust
California
$20.4M +$20.7M +650,910 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$17.9M +$18.3M +573,351 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$17M +$17.3M +543,631 New
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$15.5M +$15.8M +496,905 New
BFA
11
BlackRock Fund Advisors
California
$15.2M +$15.5M +485,988 New
State Street
12
State Street
Massachusetts
$11.5M +$11.7M +367,528 New
Northern Trust
13
Northern Trust
Illinois
$11.2M +$11.5M +359,522 New
Wellington Management Group
14
Wellington Management Group
Massachusetts
$5.68M +$5.78M +181,500 New
SB
15
Suntrust Banks
Georgia
$5.49M +$5.6M +175,701 New
CCM
16
Century Capital Management
Massachusetts
$5.22M +$5.32M +166,785 New
Renaissance Technologies
17
Renaissance Technologies
New York
$5.08M +$5.17M +162,275 New
CRCP
18
Copper Rock Capital Partners
Massachusetts
$5.04M +$5.14M +161,182 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.53M +$4.61M +144,784 New
HW
20
Hancock Whitney
Mississippi
$4.48M +$4.57M +143,341 New
Ameriprise
21
Ameriprise
Minnesota
$3.97M +$4.05M +127,001 New
RFC
22
Russell Frank Company
Washington
$3.86M +$3.93M +123,367 New
CYG
23
Clean Yield Group
Vermont
$3.8M +$3.87M +121,487 New
MDCM
24
Morgan Dempsey Capital Management
Wisconsin
$3.64M +$3.71M +116,291 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.41M +$3.47M +108,924 New
1
2 3 4 5

HLIO Hedge Fund Activity: Q2 2013 in Review

112 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2013, worth a combined $562M.

Buyers outnumbered sellers: 112 funds opened new HLIO positions and 0 closed out — a net gain of 112 holders — while 0 added to existing stakes and 0 trimmed.

  • 112 institutional investors held Helios Technologies (HLIO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $562M of Helios Technologies stock for Q2 2013.
  • 112 funds opened new Helios Technologies positions in Q2 2013 and 0 closed out, a net change of +112 holders.

Based on aggregated 13F filings for Q2 2013.