Helios Technologies
HLIO
107 hedge funds and large institutions have $1.28B invested in Helios Technologies in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 16 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 28
0.15% more ownership
Funds ownership: 86.32% → 86.47% (+0.15%)
0% more capital invested
Capital invested by funds: $1.28B → $1.28B (+$523K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 113 → 107 (-6)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.03M |
| 2 |
BlackRock
New York
|
+$4.89M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$3.19M |
| 4 |
BAMCO Inc
New York
|
+$2.1M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.93M |
| 2 |
RA
Royce & Associates
New York
|
-$4.76M |
| 3 |
Renaissance Technologies
New York
|
-$2.09M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.29M |
| 5 |
D.E. Shaw & Co
New York
|
-$979K |
HLIO Hedge Fund Activity: Q2 2019 in Review
107 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2019, worth a combined $1.28B — up 0.04% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HLIO and 12 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 46 added.
The largest buyer was Nuveen, opening a new position worth an estimated $5.03M. The largest seller was T. Rowe Price Associates, cutting an estimated $5.93M.
- 107 institutional investors held Helios Technologies (HLIO) as of Q2 2019, down from 113 in Q1 2019.
- Funds reported $1.28B of Helios Technologies stock for Q2 2019, up 0.04% quarter-over-quarter.
- 12 funds opened new Helios Technologies positions in Q2 2019 and 16 closed out, a net change of -4 holders.
- The largest Helios Technologies buyer in Q2 2019 was Nuveen, an estimated $5.03M added.
- The largest Helios Technologies seller in Q2 2019 was T. Rowe Price Associates, an estimated $5.93M sold.
Based on aggregated 13F filings for Q2 2019.