Helios Technologies
HLIO
112 hedge funds and large institutions have $690M invested in Helios Technologies in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 10 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 30
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $644M → $690M (+$46.1M)
4% more funds holding
Funds holding: 108 → 112 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $385K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$15.1M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$4.66M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$4.57M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$3.64M |
| 5 |
Renaissance Technologies
New York
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$12.7M |
| 2 |
GAM
Gotham Asset Management
New York
|
-$2.72M |
| 3 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$2.38M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.35M |
| 5 |
SCP
Scoria Capital Partners
Stamford,
Connecticut
|
-$1.33M |
HLIO Hedge Fund Activity: Q1 2016 in Review
112 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2016, worth a combined $690M — up 7.2% from $644M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HLIO positions and 10 closed out — a net gain of 4 holders — while 50 added to existing stakes and 30 trimmed.
The largest buyer was Fred Alger Management, opening a new position worth an estimated $15.1M. The largest seller was Royce & Associates, cutting an estimated $12.7M.
- 112 institutional investors held Helios Technologies (HLIO) as of Q1 2016, up from 108 in Q4 2015.
- Funds reported $690M of Helios Technologies stock for Q1 2016, up 7.2% quarter-over-quarter.
- 14 funds opened new Helios Technologies positions in Q1 2016 and 10 closed out, a net change of +4 holders.
- The largest Helios Technologies buyer in Q1 2016 was Fred Alger Management, an estimated $15.1M added.
- The largest Helios Technologies seller in Q1 2016 was Royce & Associates, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2016.