HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

125 hedge funds and large institutions have $771M invested in Helios Technologies in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
41
Reduced
38
Closed
11
Calls
$1.21M
Puts
$926K
Net Calls
+$286K
Net Calls Change
+$258K

Top Buyers

1
RA
1
Royce & Associates
New York
$86.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.2M
3
BFA
3
BlackRock Fund Advisors
California
$22M
4
GAM
4
Gotham Asset Management
New York
$2.43M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
NCM
2
Nelson Capital Management
California
$245K
3
CM
3
CS McKee
Pennsylvania
$7.59M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$45.7M
5
MSA
5
Mason Street Advisors
Wisconsin
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
26
Mutual of America Capital Management
New York
$3.69M +$58.4K +1,483 +2%
VFA
27
Virtus Fund Advisers
Connecticut
$3.39M -$73.1K -1,857 -2%
TCIM
28
TIAA CREF Investment Management
New York
$3.08M -$552K -14,020 -15%
BIM
29
BlackRock Investment Management
Delaware
$2.8M -$426K -10,815 -13%
Charles Schwab
30
Charles Schwab
California
$2.57M +$88.8K +2,255 +4%
Prudential Financial
31
Prudential Financial
New Jersey
$2.48M -$55.1K -1,400 -2%
Wells Fargo
32
Wells Fargo
California
$2.44M +$10.3K +261 +0.4%
GAM
33
Gotham Asset Management
New York
$2.43M +$2.43M +61,703 New
MSA
34
Mason Street Advisors
Wisconsin
$2.36M -$1.76M -44,591 -43%
RFC
35
Russell Frank Company
Washington
$2.23M – – –
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$2.05M +$49K +1,300 +2%
NFA
37
Nationwide Fund Advisors
Ohio
$1.71M -$742K -18,842 -30%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$1.62M +$6.93K +176 +0.4%
JGUA
39
John G. Ullman & Associates
New York
$1.57M +$1.11M +28,200 +241%
RJA
40
Raymond James & Associates
Florida
$1.45M -$364K -9,240 -20%
Stifel Financial
41
Stifel Financial
Missouri
$1.41M +$68.9K +1,750 +5%
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.4M -$86.7K -2,200 -6%
US Bancorp
43
US Bancorp
Minnesota
$1.35M +$39.5K +1,003 +3%
FI
44
FCM Investments
Texas
$1.29M -$35.4K -900 -3%
TA
45
Teachers Advisors
New York
$1.29M -$23.2K -589 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.12M +$817K +20,741 +273%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.09M +$1.09M +27,657 New
Swiss National Bank
48
Swiss National Bank
Switzerland
$996K – – –
SO
49
STRS Ohio
Ohio
$910K +$63K +1,600 +7%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$879K -$47.3K -1,200 -5%
1
2
3 4 5