Helios Technologies
HLIO
172 hedge funds and large institutions have $1.46B invested in Helios Technologies in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 23 closing their positions.
1,041% more call options, than puts
Call options by funds: $308K | Put options by funds: $27K
47% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 49
3.4% more ownership
Funds ownership: 95.11% → 98.51% (+3.4%)
3% less capital invested
Capital invested by funds: $1.51B → $1.46B (-$45.9M)
2% less funds holding
Funds holding: 176 → 172 (-4)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$35.1M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$13.2M |
| 3 |
SBF
Sara-Bay Financial
Sarasota,
Florida
|
+$12.2M |
| 4 |
Rockefeller Capital Management
New York
|
+$9.69M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$27.7M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$14M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$5.71M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.84M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$2.68M |
HLIO Hedge Fund Activity: Q4 2024 in Review
172 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2024, worth a combined $1.46B — down 3% from $1.51B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of HLIO and 20 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 72 added.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $35.1M. The largest seller was Wellington Management Group, cutting an estimated $27.7M.
- 172 institutional investors held Helios Technologies (HLIO) as of Q4 2024, down from 176 in Q3 2024.
- Funds reported $1.46B of Helios Technologies stock for Q4 2024, down 3% quarter-over-quarter.
- 20 funds opened new Helios Technologies positions in Q4 2024 and 23 closed out, a net change of -3 holders.
- The largest Helios Technologies buyer in Q4 2024 was Vaughan Nelson Investment Management, an estimated $35.1M added.
- The largest Helios Technologies seller in Q4 2024 was Wellington Management Group, an estimated $27.7M sold.
Based on aggregated 13F filings for Q4 2024.