Helios Technologies
HLIO
181 hedge funds and large institutions have $3.1B invested in Helios Technologies in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 10 closing their positions.
260% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more capital invested
Capital invested by funds: $2.43B → $3.1B (+$671M)
15% more funds holding
Funds holding: 158 → 181 (+23)
7% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 55
0.11% less ownership
Funds ownership: 91.17% → 91.06% (-0.11%)
61% less call options, than puts
Call options by funds: $947K | Put options by funds: $2.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBF
Sara-Bay Financial
Sarasota,
Florida
|
+$16.4M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$12M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$10.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.55M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$24M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$23.6M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$15.9M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$8.18M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.67M |
HLIO Hedge Fund Activity: Q4 2021 in Review
181 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2021, worth a combined $3.1B — up 28% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new HLIO positions and 10 closed out — a net gain of 26 holders — while 59 added to existing stakes and 55 trimmed.
The largest buyer was Sara-Bay Financial, adding an estimated $16.4M. The largest seller was Royce & Associates, cutting an estimated $24M.
- 181 institutional investors held Helios Technologies (HLIO) as of Q4 2021, up from 158 in Q3 2021.
- Funds reported $3.1B of Helios Technologies stock for Q4 2021, up 28% quarter-over-quarter.
- 36 funds opened new Helios Technologies positions in Q4 2021 and 10 closed out, a net change of +26 holders.
- The largest Helios Technologies buyer in Q4 2021 was Sara-Bay Financial, an estimated $16.4M added.
- The largest Helios Technologies seller in Q4 2021 was Royce & Associates, an estimated $24M sold.
Based on aggregated 13F filings for Q4 2021.