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Helios Technologies
HLIO

Overview Fund Activity

122 hedge funds and large institutions have $1.17B invested in Helios Technologies in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
33
Reduced
37
Closed
18
Calls
$2.09M
Puts
–
Net Calls
+$2.09M
Net Calls Change
+$2.15M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$40.8M
2
GKIM
2
GW&K Investment Management
Massachusetts
$35.9M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$56.1M
4
Millennium Management
4
Millennium Management
New York
$8.7M
5
RA
5
Royce & Associates
New York
$122M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$83M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$19.9M
4
Wells Fargo
4
Wells Fargo
California
$1.05M
5
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$7M -$140K -2,589 -2%
MOACM
27
Mutual of America Capital Management
New York
$6.34M -$551K -10,200 -8%
Charles Schwab
28
Charles Schwab
California
$5.89M +$138K +2,550 +2%
Bank of America
29
Bank of America
North Carolina
$4.71M +$3.03M +56,022 +180%
TCIM
30
TIAA CREF Investment Management
New York
$3.33M -$69.1K -1,279 -2%
Morgan Stanley
31
Morgan Stanley
New York
$2.69M +$623K +11,539 +30%
EI
32
EAM Investors
California
$2.49M +$2.49M +46,094 New
BAMCO Inc
33
BAMCO Inc
New York
$2.48M – – –
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$2.41M -$6.1K -113 -0.3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.31M +$1.92M +35,471 +491%
TA
36
Teachers Advisors
New York
$2.26M +$162 +3 +0%
Deutsche Bank
37
Deutsche Bank
Germany
$2.26M -$1.75M -32,516 -44%
Swiss National Bank
38
Swiss National Bank
Switzerland
$2.18M – – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$2.04M -$216K -3,994 -10%
DRZID
40
DePrince Race & Zollo Inc (DRZ)
Florida
$2.02M -$5.3M -98,102 -72%
WCM Investment Management
41
WCM Investment Management
California
$1.78M +$107K +1,975 +6%
Stifel Financial
42
Stifel Financial
Missouri
$1.75M -$575K -10,643 -25%
CCM
43
Cadence Capital Management
Massachusetts
$1.69M +$80.9K +1,497 +5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.67M – – –
PPA
45
Parametric Portfolio Associates
Washington
$1.64M +$887K +16,427 +118%
CS
46
Credit Suisse
Switzerland
$1.62M +$879K +16,283 +118%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.62M +$16.7K +310 +1%
Citadel Advisors
48
Citadel Advisors
Florida
$1.6M -$52.2K -966 -3%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.59M +$1.59M +29,439 New
Goldman Sachs
50
Goldman Sachs
New York
$1.55M +$273K +5,053 +21%
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