Helios Technologies
HLIO
110 hedge funds and large institutions have $1.13B invested in Helios Technologies in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
3% more funds holding
Funds holding: 107 → 110 (+3)
6% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 34
0.14% more ownership
Funds ownership: 86.47% → 86.61% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less capital invested
Capital invested by funds: $1.28B → $1.13B (-$159M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$2.76M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$2.56M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$2.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.24M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$6.54M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$2.33M |
| 3 |
Renaissance Technologies
New York
|
-$1.48M |
| 4 |
BAMCO Inc
New York
|
-$1.31M |
| 5 |
Millennium Management
New York
|
-$1.18M |
HLIO Hedge Fund Activity: Q3 2019 in Review
110 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2019, worth a combined $1.13B — down 12% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HLIO positions and 8 closed out — a net gain of 3 holders — while 36 added to existing stakes and 34 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $2.76M. The largest seller was Royce & Associates, cutting an estimated $6.54M.
- 110 institutional investors held Helios Technologies (HLIO) as of Q3 2019, up from 107 in Q2 2019.
- Funds reported $1.13B of Helios Technologies stock for Q3 2019, down 12% quarter-over-quarter.
- 11 funds opened new Helios Technologies positions in Q3 2019 and 8 closed out, a net change of +3 holders.
- The largest Helios Technologies buyer in Q3 2019 was Loomis, Sayles & Company, an estimated $2.76M added.
- The largest Helios Technologies seller in Q3 2019 was Royce & Associates, an estimated $6.54M sold.
Based on aggregated 13F filings for Q3 2019.