Helios Technologies
HLIO
180 hedge funds and large institutions have $1.38B invested in Helios Technologies in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
8% more funds holding
Funds holding: 167 → 180 (+13)
3% less capital invested
Capital invested by funds: $1.42B → $1.38B (-$41.4M)
1.14% less ownership
Funds ownership: 94.81% → 93.66% (-1.1%)
13% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 62
97% less call options, than puts
Call options by funds: $40K | Put options by funds: $1.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$32.4M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$14.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.96M |
| 4 |
Bank of New York Mellon
New York
|
+$4.34M |
| 5 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$51M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$37.1M |
| 3 |
Morgan Stanley
New York
|
-$9.54M |
| 4 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
-$7.95M |
| 5 |
BlackRock
New York
|
-$3.37M |
HLIO Hedge Fund Activity: Q1 2024 in Review
180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2024, worth a combined $1.38B — down 2.9% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HLIO positions and 21 closed out — a net gain of 13 holders — while 54 added to existing stakes and 62 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $32.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $51M.
- 180 institutional investors held Helios Technologies (HLIO) as of Q1 2024, up from 167 in Q4 2023.
- Funds reported $1.38B of Helios Technologies stock for Q1 2024, down 2.9% quarter-over-quarter.
- 34 funds opened new Helios Technologies positions in Q1 2024 and 21 closed out, a net change of +13 holders.
- The largest Helios Technologies buyer in Q1 2024 was Wellington Management Group, an estimated $32.4M added.
- The largest Helios Technologies seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $51M sold.
Based on aggregated 13F filings for Q1 2024.