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Helios Technologies
HLIO

Overview Fund Activity

102 hedge funds and large institutions have $772M invested in Helios Technologies in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-7
Holders Change %
-6.42%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
40
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$52M
2
PIM
2
Perkins Investment Management
Illinois
$12.1M
3
VFA
3
Virtus Fund Advisers
Connecticut
$14M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.6M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.09M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$78.6M
2
QCMNJ
2
Quantum Capital Management (New Jersey)
New Jersey
$0
3
Norges Bank
3
Norges Bank
Norway
$6.05M
4
RA
4
Royce & Associates
New York
$75.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$4.52M -$224K -6,195 -5%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$4.09M +$4.09M +113,329 New
Charles Schwab
28
Charles Schwab
California
$3.62M +$197K +5,460 +6%
JGUA
29
John G. Ullman & Associates
New York
$3.33M -$84.9K -2,350 -2%
Ameriprise
30
Ameriprise
Minnesota
$3.25M -$397K -11,000 -11%
DCM
31
Dialectic Capital Management
Connecticut
$2.36M +$2.36M +65,263 New
TCIM
32
TIAA CREF Investment Management
New York
$2.25M -$197K -5,462 -8%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$2.23M +$837K +23,186 +60%
Deutsche Bank
34
Deutsche Bank
Germany
$2M +$1.5M +41,504 +300%
Citadel Advisors
35
Citadel Advisors
Florida
$1.87M +$513K +14,210 +38%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.65M -$79.4K -2,200 -5%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$1.56M -$65K -1,800 -4%
Stifel Financial
38
Stifel Financial
Missouri
$1.55M +$78.9K +2,183 +5%
PCM
39
Penn Capital Management
Pennsylvania
$1.44M +$1.44M +39,813 New
Morgan Stanley
40
Morgan Stanley
New York
$1.44M -$1.44M -39,933 -50%
TA
41
Teachers Advisors
New York
$1.41M -$52.4K -1,451 -4%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.34M – – –
MDCM
43
Morgan Dempsey Capital Management
Wisconsin
$1.25M -$928K -25,813 -43%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.2M – – –
WCM Investment Management
45
WCM Investment Management
California
$1.09M +$92.6K +2,565 +9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$1.07M -$4.44K -123 -0.4%
CM
47
CS McKee
Pennsylvania
$1.02M -$9.03K -250 -0.9%
CYG
48
Clean Yield Group
Vermont
$921K -$21.7K -600 -2%
Goldman Sachs
49
Goldman Sachs
New York
$832K -$323K -8,936 -28%
IP
50
Isthmus Partners
Wisconsin
$821K +$7.3K +202 +0.9%
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