HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

117 hedge funds and large institutions have $932M invested in Helios Technologies in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+15
Holders Change %
+14.71%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
40
Reduced
34
Closed
9
Calls
$94K
Puts
$154K
Net Calls
-$60K
Net Calls Change
-$60K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$22.2M
2
GKIM
2
GW&K Investment Management
Massachusetts
$19.5M
3
Ameriprise
3
Ameriprise
Minnesota
$11M
4
RCMC
4
RK Capital Management (Colorado)
Colorado
$7.17M
5
Norges Bank
5
Norges Bank
Norway
$10.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$82.9M
2
GIP
2
Granite Investment Partners
California
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$26.1M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$30.4M
5
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.64M -$22.6K -530 -0.4%
MOACM
27
Mutual of America Capital Management
New York
$5.45M -$189K -4,431 -3%
Wells Fargo
28
Wells Fargo
California
$5.35M +$8.58K +201 +0.2%
Charles Schwab
29
Charles Schwab
California
$4.55M +$263K +6,164 +6%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$4.54M -$297K -6,951 -6%
JGUA
31
John G. Ullman & Associates
New York
$3.78M -$145K -3,400 -4%
Deutsche Bank
32
Deutsche Bank
Germany
$3.17M +$809K +18,970 +34%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$2.83M +$194K +4,549 +7%
TCIM
34
TIAA CREF Investment Management
New York
$2.68M +$24.6K +577 +0.9%
BAMCO Inc
35
BAMCO Inc
New York
$1.96M +$1.96M +46,000 New
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.91M +$68.3K +1,600 +4%
Stifel Financial
37
Stifel Financial
Missouri
$1.83M +$7.78K +183 +0.4%
TA
38
Teachers Advisors
New York
$1.79M +$122K +2,869 +7%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.79M -$169K -3,962 -9%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.72M +$141K +3,300 +9%
PCM
41
Penn Capital Management
Pennsylvania
$1.67M -$25.3K -593 -1%
Morgan Stanley
42
Morgan Stanley
New York
$1.63M -$63K -1,476 -4%
Bank of America
43
Bank of America
North Carolina
$1.33M +$1.03M +24,134 +341%
WCM Investment Management
44
WCM Investment Management
California
$1.32M +$32.2K +755 +2%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.32M -$102K -2,400 -7%
Citadel Advisors
46
Citadel Advisors
Florida
$1.31M -$907K -21,256 -41%
CCM
47
Cadence Capital Management
Massachusetts
$1.27M +$1.27M +29,717 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.26M +$3.97K +93 +0.3%
CM
49
CS McKee
Pennsylvania
$1.2M – – –
CYG
50
Clean Yield Group
Vermont
$1.01M -$55.3K -1,325 -5%
1
2
3 4 5