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Helios Technologies
HLIO

Overview Fund Activity

127 hedge funds and large institutions have $1.43B invested in Helios Technologies in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
20
Increased
40
Reduced
42
Closed
15
Calls
$524K
Puts
$58K
Net Calls
+$466K
Net Calls Change
-$1.62M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$95.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17.1M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$79.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$7.76M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$241K
3
BCM
3
Brown Capital Management
Maryland
$257M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
RA
5
Royce & Associates
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$7.76M +$7.76M +120,000 New
MOACM
27
Mutual of America Capital Management
New York
$7.65M +$53K +819 +0.7%
Charles Schwab
28
Charles Schwab
California
$7.63M +$573K +8,858 +8%
Morgan Stanley
29
Morgan Stanley
New York
$4.69M +$1.47M +22,679 +46%
Bank of America
30
Bank of America
North Carolina
$4.62M -$1.02M -15,803 -18%
TCIM
31
TIAA CREF Investment Management
New York
$3.62M -$359K -5,548 -9%
First Trust Advisors
32
First Trust Advisors
Illinois
$3.44M +$2.97M +45,833 +631%
Deutsche Bank
33
Deutsche Bank
Germany
$3.39M +$692K +10,702 +26%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$3.02M +$137K +2,115 +5%
Goldman Sachs
35
Goldman Sachs
New York
$2.96M +$1.1M +17,060 +60%
EI
36
EAM Investors
California
$2.94M -$37.8K -584 -1%
PPA
37
Parametric Portfolio Associates
Washington
$2.79M +$830K +12,828 +42%
TA
38
Teachers Advisors
New York
$2.75M +$36.4K +563 +1%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.61M – – –
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$2.41M -$37.3K -577 -2%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.33M +$426K +6,584 +22%
Stifel Financial
42
Stifel Financial
Missouri
$2.09M +$65 +1 +0%
AllianceBernstein
43
AllianceBernstein
Tennessee
$2M – – –
CS
44
Credit Suisse
Switzerland
$1.89M -$51.7K -800 -3%
CM
45
CS McKee
Pennsylvania
$1.86M +$6.47K +100 +0.3%
ZIM
46
Zacks Investment Management
Illinois
$1.8M +$231K +3,573 +15%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.68M -$257K -3,974 -13%
BAMCO Inc
48
BAMCO Inc
New York
$1.62M -$1.36M -21,000 -46%
CYG
49
Clean Yield Group
Vermont
$1.48M -$80.9K -1,250 -5%
IP
50
Isthmus Partners
Wisconsin
$1.42M -$30.3K -469 -2%
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