Helios Technologies
HLIO
104 hedge funds and large institutions have $940M invested in Helios Technologies in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 32 closing their positions.
413% more call options, than puts
Call options by funds: $82K | Put options by funds: $16K
77% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 26
0.8% less ownership
Funds ownership: 89.41% → 88.61% (-0.8%)
19% less funds holding
Funds holding: 128 → 104 (-24)
39% less capital invested
Capital invested by funds: $1.55B → $940M (-$608M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
69% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.2M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$9.9M |
| 3 |
BAMCO Inc
New York
|
+$6.77M |
| 4 |
BlackRock
New York
|
+$3.47M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$8.47M |
| 2 |
Renaissance Technologies
New York
|
-$7.32M |
| 3 |
RA
Royce & Associates
New York
|
-$7.28M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$3.55M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$3M |
HLIO Hedge Fund Activity: Q4 2018 in Review
104 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2018, worth a combined $940M — down 39% from $1.55B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of HLIO and 10 opened new positions — a net loss of 22 holders — while 26 trimmed existing stakes and 46 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $10.2M. The largest seller was Fred Alger Management, cutting an estimated $8.47M.
- 104 institutional investors held Helios Technologies (HLIO) as of Q4 2018, down from 128 in Q3 2018.
- Funds reported $940M of Helios Technologies stock for Q4 2018, down 39% quarter-over-quarter.
- 10 funds opened new Helios Technologies positions in Q4 2018 and 32 closed out, a net change of -22 holders.
- The largest Helios Technologies buyer in Q4 2018 was T. Rowe Price Associates, an estimated $10.2M added.
- The largest Helios Technologies seller in Q4 2018 was Fred Alger Management, an estimated $8.47M sold.
Based on aggregated 13F filings for Q4 2018.