HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

109 hedge funds and large institutions have $845M invested in Helios Technologies in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
12
Increased
36
Reduced
39
Closed
8
Calls
$84K
Puts
$508K
Net Calls
-$424K
Net Calls Change
-$424K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$27.6M
2
FAM
2
Fred Alger Management
New York
$15.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.18M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$32.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$69.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$104M
2
Northern Trust
2
Northern Trust
Illinois
$13.1M
3
RA
3
Royce & Associates
New York
$86.4M
4
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$14.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$4.04M – – –
MOACM
27
Mutual of America Capital Management
New York
$4.02M -$532K -13,301 -12%
Charles Schwab
28
Charles Schwab
California
$3.79M +$199K +4,986 +6%
JGUA
29
John G. Ullman & Associates
New York
$3.77M -$1.02M -25,400 -21%
BIM
30
BlackRock Investment Management
Delaware
$3.5M -$2.56K -64 -0.1%
Morgan Stanley
31
Morgan Stanley
New York
$3.18M +$2.62M +65,543 +464%
TCIM
32
TIAA CREF Investment Management
New York
$2.71M -$118K -2,941 -4%
VFA
33
Virtus Fund Advisers
Connecticut
$2.54M -$81.3K -2,030 -3%
MDCM
34
Morgan Dempsey Capital Management
Wisconsin
$2.43M -$941K -23,540 -28%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$1.92M -$52K -1,300 -3%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.8M -$64K -1,600 -3%
Stifel Financial
37
Stifel Financial
Missouri
$1.63M +$66.7K +1,661 +4%
TA
38
Teachers Advisors
New York
$1.62M +$136K +3,407 +9%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$1.54M +$904K +22,617 +142%
Citadel Advisors
40
Citadel Advisors
Florida
$1.51M -$1.88M -47,118 -56%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.48M – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1.34M +$1.33M +33,310 +11,103%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.33M – – –
Goldman Sachs
44
Goldman Sachs
New York
$1.28M -$57.4K -1,437 -4%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.18M +$50.4K +1,260 +4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.15M +$1.15M +28,869 New
CM
47
CS McKee
Pennsylvania
$1.14M -$106K -2,650 -9%
WCM Investment Management
48
WCM Investment Management
California
$1.11M +$468K +11,715 +73%
Credit Agricole
49
Credit Agricole
France
$1.05M -$388K -9,715 -27%
CYG
50
Clean Yield Group
Vermont
$1.04M -$33.3K -833 -3%
1
2
3 4 5