Helios Technologies
HLIO
128 hedge funds and large institutions have $1.55B invested in Helios Technologies in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 15 closing their positions.
17% more capital invested
Capital invested by funds: $1.33B → $1.55B (+$222M)
2.29% more ownership
Funds ownership: 87.12% → 89.41% (+2.3%)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
1% more funds holding
Funds holding: 127 → 128 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 41
79% less call options, than puts
Call options by funds: $219K | Put options by funds: $1.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$17.9M |
| 2 |
BAMCO Inc
New York
|
+$12.4M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$8.69M |
| 4 |
FAM
Fred Alger Management
New York
|
+$6.18M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$4.66M |
| 2 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$4.61M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.28M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$3.98M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.33M |
HLIO Hedge Fund Activity: Q3 2018 in Review
128 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2018, worth a combined $1.55B — up 17% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HLIO positions and 15 closed out — a net gain of 1 holder — while 40 added to existing stakes and 41 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $17.9M. The largest seller was Renaissance Technologies, cutting an estimated $4.66M.
- 128 institutional investors held Helios Technologies (HLIO) as of Q3 2018, up from 127 in Q2 2018.
- Funds reported $1.55B of Helios Technologies stock for Q3 2018, up 17% quarter-over-quarter.
- 16 funds opened new Helios Technologies positions in Q3 2018 and 15 closed out, a net change of +1 holder.
- The largest Helios Technologies buyer in Q3 2018 was Wasatch Advisors, an estimated $17.9M added.
- The largest Helios Technologies seller in Q3 2018 was Renaissance Technologies, an estimated $4.66M sold.
Based on aggregated 13F filings for Q3 2018.