Helios Technologies
HLIO
110 hedge funds and large institutions have $667M invested in Helios Technologies in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 10 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 32
19% more capital invested
Capital invested by funds: $562M → $667M (+$106M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 112 → 110 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $105K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$9.02M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$4.2M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.17M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.73M |
| 5 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$2.6M |
| 2 |
RA
Royce & Associates
New York
|
-$2.18M |
| 3 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$1.62M |
| 4 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$1.45M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$813K |
HLIO Hedge Fund Activity: Q3 2013 in Review
110 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2013, worth a combined $667M — up 19% from $562M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HLIO and 9 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 47 added.
The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $9.02M. The largest seller was Cortina Asset Management, exiting entirely with an estimated $2.6M sold.
- 110 institutional investors held Helios Technologies (HLIO) as of Q3 2013, down from 112 in Q2 2013.
- Funds reported $667M of Helios Technologies stock for Q3 2013, up 19% quarter-over-quarter.
- 9 funds opened new Helios Technologies positions in Q3 2013 and 10 closed out, a net change of -1 holder.
- The largest Helios Technologies buyer in Q3 2013 was Kayne Anderson Rudnick Investment Management, an estimated $9.02M added.
- The largest Helios Technologies seller in Q3 2013 was Cortina Asset Management, an estimated $2.6M sold.
Based on aggregated 13F filings for Q3 2013.