Helios Technologies
HLIO
117 hedge funds and large institutions have $932M invested in Helios Technologies in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 9 closing their positions.
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
21% more capital invested
Capital invested by funds: $772M → $932M (+$160M)
18% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 34
15% more funds holding
Funds holding: 102 → 117 (+15)
1.39% more ownership
Funds ownership: 79.38% → 80.76% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
39% less call options, than puts
Call options by funds: $94K | Put options by funds: $154K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$21M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$18.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.78M |
| 4 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$6.77M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$9.36M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.34M |
| 3 |
Renaissance Technologies
New York
|
-$5.37M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$3.44M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.9M |
HLIO Hedge Fund Activity: Q2 2017 in Review
117 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2017, worth a combined $932M — up 21% from $772M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HLIO positions and 9 closed out — a net gain of 17 holders — while 40 added to existing stakes and 34 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $21M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $9.36M sold.
- 117 institutional investors held Helios Technologies (HLIO) as of Q2 2017, up from 102 in Q1 2017.
- Funds reported $932M of Helios Technologies stock for Q2 2017, up 21% quarter-over-quarter.
- 26 funds opened new Helios Technologies positions in Q2 2017 and 9 closed out, a net change of +17 holders.
- The largest Helios Technologies buyer in Q2 2017 was Janus Henderson Group, an estimated $21M added.
- The largest Helios Technologies seller in Q2 2017 was Granite Investment Partners, an estimated $9.36M sold.
Based on aggregated 13F filings for Q2 2017.