Helios Technologies
HLIO
113 hedge funds and large institutions have $1.28B invested in Helios Technologies in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 12 closing their positions.
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
37% more capital invested
Capital invested by funds: $940M → $1.28B (+$344M)
9% more funds holding
Funds holding: 104 → 113 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.28% less ownership
Funds ownership: 88.61% → 86.33% (-2.3%)
16% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 38
73% less call options, than puts
Call options by funds: $1.08M | Put options by funds: $3.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$6.56M |
| 2 |
BAMCO Inc
New York
|
+$4.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.14M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.3M |
| 5 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$26.5M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$8.6M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$6.05M |
| 4 |
RA
Royce & Associates
New York
|
-$5.22M |
| 5 |
Renaissance Technologies
New York
|
-$4.24M |
HLIO Hedge Fund Activity: Q1 2019 in Review
113 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2019, worth a combined $1.28B — up 37% from $940M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HLIO positions and 12 closed out — a net gain of 9 holders — while 32 added to existing stakes and 38 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $6.56M. The largest seller was Fred Alger Management, cutting an estimated $26.5M.
- 113 institutional investors held Helios Technologies (HLIO) as of Q1 2019, up from 104 in Q4 2018.
- Funds reported $1.28B of Helios Technologies stock for Q1 2019, up 37% quarter-over-quarter.
- 21 funds opened new Helios Technologies positions in Q1 2019 and 12 closed out, a net change of +9 holders.
- The largest Helios Technologies buyer in Q1 2019 was Wasatch Advisors, an estimated $6.56M added.
- The largest Helios Technologies seller in Q1 2019 was Fred Alger Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q1 2019.