Helios Technologies
HLIO
127 hedge funds and large institutions have $1.43B invested in Helios Technologies in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 15 closing their positions.
803% more call options, than puts
Call options by funds: $524K | Put options by funds: $58K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
22% more capital invested
Capital invested by funds: $1.17B → $1.43B (+$252M)
4% more funds holding
Funds holding: 122 → 127 (+5)
1.11% more ownership
Funds ownership: 80.3% → 81.41% (+1.1%)
5% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$41.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.6M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$10.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$7.01M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$19.9M |
| 2 |
Millennium Management
New York
|
-$9.19M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$8.79M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$8.38M |
| 5 |
RA
Royce & Associates
New York
|
-$7.08M |
HLIO Hedge Fund Activity: Q4 2017 in Review
127 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2017, worth a combined $1.43B — up 22% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HLIO positions and 15 closed out — a net gain of 5 holders — while 40 added to existing stakes and 42 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $41.7M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $19.9M sold.
- 127 institutional investors held Helios Technologies (HLIO) as of Q4 2017, up from 122 in Q3 2017.
- Funds reported $1.43B of Helios Technologies stock for Q4 2017, up 22% quarter-over-quarter.
- 20 funds opened new Helios Technologies positions in Q4 2017 and 15 closed out, a net change of +5 holders.
- The largest Helios Technologies buyer in Q4 2017 was Wasatch Advisors, an estimated $41.7M added.
- The largest Helios Technologies seller in Q4 2017 was Janus Henderson Group, an estimated $19.9M sold.
Based on aggregated 13F filings for Q4 2017.