Helios Technologies
HLIO
176 hedge funds and large institutions have $1.51B invested in Helios Technologies in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 23 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 48
1% more funds holding
Funds holding: 174 → 176 (+2)
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.79% less ownership
Funds ownership: 95.9% → 95.11% (-0.79%)
1% less capital invested
Capital invested by funds: $1.52B → $1.51B (-$13.5M)
28% less call options, than puts
Call options by funds: $62K | Put options by funds: $86K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$18.8M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$12.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.23M |
| 4 |
Neuberger Berman Group
New York
|
+$6.85M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$38.3M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$28.3M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$12.7M |
| 4 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$7.45M |
| 5 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$5.24M |
HLIO Hedge Fund Activity: Q3 2024 in Review
176 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2024, worth a combined $1.51B — down 0.88% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HLIO positions and 23 closed out — a net gain of 2 holders — while 68 added to existing stakes and 48 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $18.8M. The largest seller was Wellington Management Group, cutting an estimated $38.3M.
- 176 institutional investors held Helios Technologies (HLIO) as of Q3 2024, up from 174 in Q2 2024.
- Funds reported $1.51B of Helios Technologies stock for Q3 2024, down 0.88% quarter-over-quarter.
- 25 funds opened new Helios Technologies positions in Q3 2024 and 23 closed out, a net change of +2 holders.
- The largest Helios Technologies buyer in Q3 2024 was Thrivent Financial for Lutherans, an estimated $18.8M added.
- The largest Helios Technologies seller in Q3 2024 was Wellington Management Group, an estimated $38.3M sold.
Based on aggregated 13F filings for Q3 2024.