Helios Technologies
HLIO
158 hedge funds and large institutions have $2.43B invested in Helios Technologies in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
7% more capital invested
Capital invested by funds: $2.27B → $2.43B (+$159M)
5% more funds holding
Funds holding: 151 → 158 (+7)
1.01% more ownership
Funds ownership: 90.17% → 91.17% (+1%)
0% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 54
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$41.1M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$38.7M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$10.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.26M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.84M |
| 3 |
BAMCO Inc
New York
|
-$6.96M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$6.19M |
| 5 |
RA
Royce & Associates
New York
|
-$4.88M |
HLIO Hedge Fund Activity: Q3 2021 in Review
158 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2021, worth a combined $2.43B — up 7% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HLIO positions and 11 closed out — a net gain of 7 holders — while 54 added to existing stakes and 54 trimmed.
The largest buyer was Aberdeen Group, adding an estimated $41.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $17.4M.
- 158 institutional investors held Helios Technologies (HLIO) as of Q3 2021, up from 151 in Q2 2021.
- Funds reported $2.43B of Helios Technologies stock for Q3 2021, up 7% quarter-over-quarter.
- 18 funds opened new Helios Technologies positions in Q3 2021 and 11 closed out, a net change of +7 holders.
- The largest Helios Technologies buyer in Q3 2021 was Aberdeen Group, an estimated $41.1M added.
- The largest Helios Technologies seller in Q3 2021 was T. Rowe Price Associates, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2021.