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Helios Technologies
HLIO

Overview Fund Activity

119 hedge funds and large institutions have $774M invested in Helios Technologies in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
43
Reduced
38
Closed
7
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$9.46M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.7M
3
HW
3
Hancock Whitney
Mississippi
$8.84M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25M
5
RA
5
Royce & Associates
New York
$70.6M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$317K
2
CM
2
CS McKee
Pennsylvania
$13.7M
3
CRCP
3
Copper Rock Capital Partners
Massachusetts
$0
4
BFA
4
BlackRock Fund Advisors
California
$19.8M
5
RFC
5
Russell Frank Company
Washington
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
26
OppenheimerFunds
New York
$4.29M – – –
NCM
27
Nelson Capital Management
California
$4.17M +$170K +4,181 +4%
MOACM
28
Mutual of America Capital Management
New York
$3.74M -$227K -5,581 -6%
VFA
29
Virtus Fund Advisers
Connecticut
$3.65M +$3.65M +89,976 New
TCIM
30
TIAA CREF Investment Management
New York
$3.4M -$399K -9,825 -11%
BIM
31
BlackRock Investment Management
Delaware
$3.32M +$45K +1,108 +1%
NFA
32
Nationwide Fund Advisors
Ohio
$3.09M +$269K +6,616 +10%
Prudential Financial
33
Prudential Financial
New Jersey
$2.75M +$49.5K +1,220 +2%
Wells Fargo
34
Wells Fargo
California
$2.52M +$101K +2,499 +4%
Charles Schwab
35
Charles Schwab
California
$2.5M -$10.6K -260 -0.4%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$2.15M – – –
RFC
37
Russell Frank Company
Washington
$2.06M -$1.64M -44,754 -44%
RJA
38
Raymond James & Associates
Florida
$1.9M +$383K +9,439 +25%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.65M +$64.9K +1,600 +4%
AllianceBernstein
40
AllianceBernstein
Tennessee
$1.55M -$28.4K -700 -2%
FI
41
FCM Investments
Texas
$1.43M -$571K -14,061 -29%
US Bancorp
42
US Bancorp
Minnesota
$1.41M -$64.2K -1,582 -4%
Stifel Financial
43
Stifel Financial
Missouri
$1.38M +$7.55K +186 +0.5%
TA
44
Teachers Advisors
New York
$1.28M +$31.8K +784 +3%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.26M – – –
CCM
46
Cadence Capital Management
Massachusetts
$1.23M -$136K -3,359 -10%
SAM
47
Symphony Asset Management
California
$1.08M +$298K +7,349 +38%
ERSOT
48
Employees Retirement System of Texas
Texas
$1.08M – – –
Bank of America
49
Bank of America
North Carolina
$1.03M +$14.6K +361 +1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.03M +$40.6K +1,000 +4%
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