Helios Technologies
HLIO
134 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
47% more capital invested
Capital invested by funds: $1.04B → $1.52B (+$484M)
31% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 36
16% more funds holding
Funds holding: 116 → 134 (+18)
0.12% more ownership
Funds ownership: 88.69% → 88.82% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$17.3M |
| 2 |
FAM
Fred Alger Management
New York
|
+$9.01M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.57M |
| 4 |
BlackRock
New York
|
+$4.54M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBF
Sara-Bay Financial
Sarasota,
Florida
|
-$10.1M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$8.89M |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$8.66M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$5.22M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$3.88M |
HLIO Hedge Fund Activity: Q4 2020 in Review
134 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2020, worth a combined $1.52B — up 47% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HLIO positions and 6 closed out — a net gain of 19 holders — while 47 added to existing stakes and 36 trimmed.
The largest buyer was Invesco, adding an estimated $17.3M. The largest seller was Sara-Bay Financial, cutting an estimated $10.1M.
- 134 institutional investors held Helios Technologies (HLIO) as of Q4 2020, up from 116 in Q3 2020.
- Funds reported $1.52B of Helios Technologies stock for Q4 2020, up 47% quarter-over-quarter.
- 25 funds opened new Helios Technologies positions in Q4 2020 and 6 closed out, a net change of +19 holders.
- The largest Helios Technologies buyer in Q4 2020 was Invesco, an estimated $17.3M added.
- The largest Helios Technologies seller in Q4 2020 was Sara-Bay Financial, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2020.