Helios Technologies
HLIO
121 hedge funds and large institutions have $1.05B invested in Helios Technologies in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 32
13% more funds holding
Funds holding: 107 → 121 (+14)
0.27% more ownership
Funds ownership: 87.85% → 88.11% (+0.27%)
2% less capital invested
Capital invested by funds: $1.07B → $1.05B (-$18.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$37.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$18.1M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$10.5M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$10M |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$7.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$97.8M |
| 2 |
BAMCO Inc
New York
|
-$20.9M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$11.2M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$10.9M |
| 5 |
RA
Royce & Associates
New York
|
-$8.72M |
HLIO Hedge Fund Activity: Q2 2020 in Review
121 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2020, worth a combined $1.05B — down 1.7% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HLIO positions and 10 closed out — a net gain of 15 holders — while 48 added to existing stakes and 32 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $37.8M. The largest seller was Brown Capital Management, cutting an estimated $97.8M.
- 121 institutional investors held Helios Technologies (HLIO) as of Q2 2020, up from 107 in Q1 2020.
- Funds reported $1.05B of Helios Technologies stock for Q2 2020, down 1.7% quarter-over-quarter.
- 25 funds opened new Helios Technologies positions in Q2 2020 and 10 closed out, a net change of +15 holders.
- The largest Helios Technologies buyer in Q2 2020 was Wasatch Advisors, an estimated $37.8M added.
- The largest Helios Technologies seller in Q2 2020 was Brown Capital Management, an estimated $97.8M sold.
Based on aggregated 13F filings for Q2 2020.