Helios Technologies
HLIO
107 hedge funds and large institutions have $1.07B invested in Helios Technologies in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 11 closing their positions.
0.81% more ownership
Funds ownership: 87.05% → 87.87% (+0.81%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 113 → 107 (-6)
17% less capital invested
Capital invested by funds: $1.29B → $1.07B (-$222M)
21% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 43
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$12.1M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$7.56M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.84M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$3.07M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$5.33M |
| 2 |
BAMCO Inc
New York
|
-$3.15M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$2.88M |
| 4 |
BlackRock
New York
|
-$1.86M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$1.68M |
HLIO Hedge Fund Activity: Q1 2020 in Review
107 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2020, worth a combined $1.07B — down 17% from $1.29B a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HLIO and 8 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 34 added.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $12.1M. The largest seller was Royce & Associates, cutting an estimated $5.33M.
- 107 institutional investors held Helios Technologies (HLIO) as of Q1 2020, down from 113 in Q4 2019.
- Funds reported $1.07B of Helios Technologies stock for Q1 2020, down 17% quarter-over-quarter.
- 8 funds opened new Helios Technologies positions in Q1 2020 and 11 closed out, a net change of -3 holders.
- The largest Helios Technologies buyer in Q1 2020 was Thrivent Financial for Lutherans, an estimated $12.1M added.
- The largest Helios Technologies seller in Q1 2020 was Royce & Associates, an estimated $5.33M sold.
Based on aggregated 13F filings for Q1 2020.