Helios Technologies
HLIO
174 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 33 closing their positions.
10% more capital invested
Capital invested by funds: $1.38B → $1.52B (+$141M)
2.23% more ownership
Funds ownership: 93.66% → 95.9% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 56
4% less funds holding
Funds holding: 181 → 174 (-7)
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$43M |
| 2 |
Janus Henderson Group
London,
|
+$34.2M |
| 3 |
Neuberger Berman Group
New York
|
+$14M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$12.2M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$21.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.4M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$12.8M |
| 4 |
Millennium Management
New York
|
-$7.54M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$5.29M |
HLIO Hedge Fund Activity: Q2 2024 in Review
174 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2024, worth a combined $1.52B — up 10% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of HLIO and 27 opened new positions — a net loss of 6 holders — while 56 trimmed existing stakes and 53 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $43M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $21.4M.
- 174 institutional investors held Helios Technologies (HLIO) as of Q2 2024, down from 181 in Q1 2024.
- Funds reported $1.52B of Helios Technologies stock for Q2 2024, up 10% quarter-over-quarter.
- 27 funds opened new Helios Technologies positions in Q2 2024 and 33 closed out, a net change of -6 holders.
- The largest Helios Technologies buyer in Q2 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $43M added.
- The largest Helios Technologies seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $21.4M sold.
Based on aggregated 13F filings for Q2 2024.