HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

110 hedge funds and large institutions have $666M invested in Helios Technologies in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
47
Reduced
32
Closed
10
Calls
–
Puts
$105K
Net Calls
-$105K
Net Calls Change
-$105K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$10M
2
BCM
2
Brown Capital Management
Maryland
$135M
3
BFA
3
BlackRock Fund Advisors
California
$20M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$44.8M
5
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$5.28M

Top Sellers

1
CAM
1
Cortina Asset Management
Wisconsin
$0
2
RA
2
Royce & Associates
New York
$59M
3
MSA
3
Mason Street Advisors
Wisconsin
$2.05M
4
CM
4
CS McKee
Pennsylvania
$27.4M
5
CRCP
5
Copper Rock Capital Partners
Massachusetts
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Russell Frank Company
Washington
$4.23M -$240K -6,620 -5%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$4.11M +$157K +4,340 +4%
NCM
28
Nelson Capital Management
California
$3.56M +$54.7K +1,509 +2%
Goldman Sachs
29
Goldman Sachs
New York
$3.45M +$104K +2,863 +3%
TCIM
30
TIAA CREF Investment Management
New York
$3.43M -$84K -2,316 -2%
NFA
31
Nationwide Fund Advisors
Ohio
$2.61M +$1.17M +32,248 +81%
Prudential Financial
32
Prudential Financial
New Jersey
$2.47M -$178K -4,900 -7%
MOACM
33
Mutual of America Capital Management
New York
$2.4M +$60.6K +1,671 +3%
COPPSERS
34
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.24M – – –
BIM
35
BlackRock Investment Management
Delaware
$2.2M +$148K +4,081 +7%
MSA
36
Mason Street Advisors
Wisconsin
$2.05M -$1.79M -49,395 -47%
Charles Schwab
37
Charles Schwab
California
$2.01M +$73.5K +2,006 +4%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.95M +$239K +6,600 +14%
FI
39
FCM Investments
Texas
$1.81M -$347K -9,575 -16%
WG
40
Winchester Group
New York
$1.61M – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.45M – – –
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.41M -$16K -441 -1%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.4M +$44.4K +1,226 +3%
RJA
44
Raymond James & Associates
Florida
$1.26M +$376K +10,361 +43%
Deutsche Bank
45
Deutsche Bank
Germany
$1.18M +$334K +9,223 +39%
SNC
46
Stifel Nicolaus & Co
Missouri
$1.16M +$14.4K +397 +1%
TA
47
Teachers Advisors
New York
$1.08M +$55.7K +1,536 +5%
US Bancorp
48
US Bancorp
Minnesota
$1.04M +$63.8K +1,759 +7%
SO
49
STRS Ohio
Ohio
$979K +$137K +3,790 +16%
ERSOT
50
Employees Retirement System of Texas
Texas
$964K +$290K +8,000 +43%
1
2
3 4 5