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Helios Technologies
HLIO

Overview Fund Activity

116 hedge funds and large institutions have $826M invested in Helios Technologies in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
41
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
Conestoga Capital Advisors
Pennsylvania
$52.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.12M
3
O
OppenheimerFunds
New York
$4.58M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$12.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$59.2M

Top Sellers

1
SLG
Stanley-Laman Group
Pennsylvania
$0
2
CCM
Century Capital Management
Massachusetts
$0
3
CM
CS McKee
Pennsylvania
$17.7M
4
SB
Suntrust Banks
Georgia
$4.35M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
26
OppenheimerFunds
New York
$4.58M +$4.58M +105,640 New
SB
27
Suntrust Banks
Georgia
$4.35M -$1.71M -39,489 -28%
NCM
28
Nelson Capital Management
California
$4.27M +$79.9K +1,845 +2%
MOACM
29
Mutual of America Capital Management
New York
$4.24M +$537K +12,400 +15%
TCIM
30
TIAA CREF Investment Management
New York
$4.05M -$44.6K -1,030 -1%
RFC
31
Russell Frank Company
Washington
$3.99M -$90.8K -2,300 -2%
BIM
32
BlackRock Investment Management
Delaware
$3.49M +$928K +21,425 +36%
NFA
33
Nationwide Fund Advisors
Ohio
$3.01M -$3.59K -83 -0.1%
Prudential Financial
34
Prudential Financial
New Jersey
$2.88M -$13K -300 -0.4%
Charles Schwab
35
Charles Schwab
California
$2.68M +$187K +4,318 +8%
Wells Fargo
36
Wells Fargo
California
$2.58M +$31.1K +719 +1%
CRCP
37
Copper Rock Capital Partners
Massachusetts
$2.34M -$42.1K -973 -2%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$2.24M – – –
FI
39
FCM Investments
Texas
$2.14M -$11.9K -275 -0.6%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$1.69M +$8.66K +200 +0.5%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.69M +$1.39K +32 +0.1%
RJA
42
Raymond James & Associates
Florida
$1.62M -$137K -3,157 -8%
US Bancorp
43
US Bancorp
Minnesota
$1.58M +$167K +3,866 +12%
Stifel Financial
44
Stifel Financial
Missouri
$1.47M +$1.47M +33,914 New
CCM
45
Cadence Capital Management
Massachusetts
$1.46M +$1.46M +33,740 New
COPPSERS
46
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.34M – – –
TA
47
Teachers Advisors
New York
$1.33M – – –
ERSOT
48
Employees Retirement System of Texas
Texas
$1.15M – – –
Bank of America
49
Bank of America
North Carolina
$1.09M +$946K +21,838 +665%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.05M +$234K +5,400 +29%
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