Helios Technologies
HLIO
106 hedge funds and large institutions have $684M invested in Helios Technologies in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 13 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 33
11% more capital invested
Capital invested by funds: $618M → $684M (+$65.9M)
5% less funds holding
Funds holding: 111 → 106 (-5)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
+$4.53M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$3.68M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.28M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.6M |
| 5 |
Renaissance Technologies
New York
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$5.02M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.4M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$756K |
| 4 |
RQS
Ramsey Quantitative Systems
Louisville,
Kentucky
|
-$736K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$510K |
HLIO Hedge Fund Activity: Q3 2016 in Review
106 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2016, worth a combined $684M — up 11% from $618M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of HLIO and 9 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 42 added.
The largest buyer was IAT Reinsurance, adding an estimated $4.53M. The largest seller was Fred Alger Management, cutting an estimated $5.02M.
- 106 institutional investors held Helios Technologies (HLIO) as of Q3 2016, down from 111 in Q2 2016.
- Funds reported $684M of Helios Technologies stock for Q3 2016, up 11% quarter-over-quarter.
- 9 funds opened new Helios Technologies positions in Q3 2016 and 13 closed out, a net change of -4 holders.
- The largest Helios Technologies buyer in Q3 2016 was IAT Reinsurance, an estimated $4.53M added.
- The largest Helios Technologies seller in Q3 2016 was Fred Alger Management, an estimated $5.02M sold.
Based on aggregated 13F filings for Q3 2016.