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Helios Technologies

127 hedge funds and large institutions have $1.33B invested in Helios Technologies in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 139127 (-12)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

54% less call options, than puts

Call options by funds: $481K | Put options by funds: $1.04M

Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$481K
Puts
$1.04M
Net Calls
Net Calls Change

Top Buyers

1 +$36.8M
2 +$12M
3 +$9.24M
4
FAM
Fred Alger Management
New York
+$6.59M
5
BAMCO Inc
BAMCO Inc
New York
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$276M
2
$117M
3
$113M
4
$112M
5
$105M
6
$90.7M
7
$60.2M
8
$45.7M
9
$38.4M
10
$35.8M
11
$33.7M
12
$26.4M
13
$25.5M
14
$23.5M
15
$21.2M
16
$17.8M
17
$17.7M
18
$17.4M
19
$14.5M
20
$14M
21
$11M
22
$8.43M
23
$7.24M
24
$5.83M
25
$5.56M