Helios Technologies
HLIO
102 hedge funds and large institutions have $772M invested in Helios Technologies in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.
118% more capital inflows, than outflows
Capital inflows: $116M | Capital outflows: $53.2M
18% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 34
0.91% more ownership
Funds ownership: 78.46% → 79.38% (+0.91%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
6% less funds holding
Funds holding: 109 → 102 (-7)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$53.9M |
| 2 |
Perkins Investment Management
Chicago,
Illinois
|
+$12.5M |
| 3 |
Virtus Fund Advisers
Hartford,
Connecticut
|
+$12.1M |
| 4 |
Bank of New York Mellon
New York
|
+$5.82M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$16.3M |
| 2 |
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
-$14.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$8.9M |
| 4 |
Royce & Associates
New York
|
-$2.27M |
| 5 |
Morgan Stanley
New York
|
-$1.5M |
HLIO Hedge Fund Activity: Q1 2017 in Review
102 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2017, worth a combined $772M — down 8.6% from $845M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HLIO and 10 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 40 added.
The largest buyer was BlackRock, adding an estimated $53.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.3M.
- 102 institutional investors held Helios Technologies (HLIO) as of Q1 2017, down from 109 in Q4 2016.
- Funds reported $772M of Helios Technologies stock for Q1 2017, down 8.6% quarter-over-quarter.
- 10 funds opened new Helios Technologies positions in Q1 2017 and 11 closed out, a net change of -1 holder.
- The largest Helios Technologies buyer in Q1 2017 was BlackRock, an estimated $53.9M added.
- The largest Helios Technologies seller in Q1 2017 was T. Rowe Price Associates, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2017.