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Helios Technologies

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.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40K
Puts
$1.19M
Net Calls
Net Calls Change

Top Buyers

1 +$33.7M
2 +$15M
3 +$9.33M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.52M
5
KTA
Keeley-Teton Advisors
Illinois
+$3.29M

Top Sellers

1 -$53.1M
2 -$38.6M
3 -$9.93M
4
TCM
Tributary Capital Management
Nebraska
-$7.95M
5
BlackRock
BlackRock
New York
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$186M
2
$147M
3
$145M
4
$104M
5
$101M
6
$89.8M
7
$63M
8
$55M
9
$43.2M
10
$41M
11
$33.3M
12
$31.9M
13
$29.4M
14
$18.8M
15
$16.7M
16
$13.7M
17
$13.2M
18
$13.2M
19
$13.1M
20
$8.87M
21
$8.26M
22
$7.54M
23
$7.45M
24
$7.12M
25
$6.7M