376 + Investors. Track Smart Money conviction in HELO. See who's accumulating, reducing, or initiating positions.
Based on 381 hedge funds · latest filing: 2026 Q1 · updated quarterly
Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.
In 2026 Q1, 230 hedge funds were net buyers of HELO (43 opened a new position, 187 added to an existing one), while 136 reduced or exited (104 trimmed, 32 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in HELO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 381.
Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.
Signal Freshness measures how much HELO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.
HELO outperformed SPY by -8.1% since March 31, 2026.
Since the filing became public, HELO outperformed SPY by -0.3% .
Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →
No strong consensus or elite conviction detected among institutional holders.
Track Smart Money conviction in HELO. See who's accumulating, reducing, or initiating positions.
| Metric | All 13F Filers (2026 Q1) | Prior (2025 Q4) | Change |
|---|---|---|---|
| Funds Holding | 376 | 370 | 1.62% |
| 13F Shares | 48M | 45M | 5.6% |
| Total Value | $3.00B | $3.03B | -1.14% |
| New Positions | 42 | 61 | -19 |
| Increased Positions | 186 | 159 | +27 |
| Closed Positions | 36 | 28 | +8 |
| Reduced Positions | 102 | 116 | -14 |
| Total Calls | 0 | 0 | - |
| Total Puts | 0 | 0 | - |
| PUT/CALL Ratio | 0.0 | 0.0 | Bullish |
| Market Cap | -- |
| Enterprise Value | -- |
| Trailing P/E | -- |
| Forward P/E | -- |
| PEG Ratio (5yr expected) | -- |
| Price/Sales (ttm) | -- |
| Price/Book (mrq) | -- |
| Enterprise Value/Revenue | -- |
| Enterprise Value/EBITDA | -- |
| Beta (5Y Monthly) | -- |
| Short Ratio (Days to Cover) | -- |
| Short % of Float | -- |
| Profit Margin | -- |
| Return on Assets (ttm) | -- |
| Return on Equity (ttm) | -- |
| Revenue (ttm) | -- |
| Net Income Avi to Common (ttm) | -- |
| Diluted EPS (ttm) | -- |
| Total Cash (mrq) | -- |
| Total Debt/Equity (mrq) | -- |
| Levered Free Cash Flow (ttm) | -- |
Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HELO. Verified SEC 13F-HR filings.
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added HELO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
More buyers than sellers — 63% buying: Last quarter: 230 funds were net buyers (43 opened a brand new position + 187 added to an existing one). Only 136 were sellers (104 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
Strong quality — 28% AUM from major funds: 19 of 381 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
Mostly new holders — 28% entered in last year: Only 66 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
As of today, HELO has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), HELO has gained +5.8% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.
All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.
Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.