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Helios Technologies
HLIO

Overview Fund Activity

139 hedge funds and large institutions have $1.42B invested in Helios Technologies in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
32
Increased
60
Reduced
27
Closed
19
Calls
$3.42M
Puts
$2.42M
Net Calls
+$999K
Net Calls Change
+$533K

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$266M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$115M
3
WA
3
Wasatch Advisors
Utah
$111M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$127M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.1M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
EI
2
EAM Investors
California
$0
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$63M
4
ZIM
4
Zacks Investment Management
Illinois
$0
5
WCM Investment Management
5
WCM Investment Management
California
$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
26
Federated Hermes
Pennsylvania
$9.64M +$9.64M +179,901 +181,718%
Charles Schwab
27
Charles Schwab
California
$7.21M +$891K +16,637 +14%
Barrow, Hanley, Mewhinney & Strauss
28
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.48M -$331K -6,177 -5%
MOACM
29
Mutual of America Capital Management
New York
$6.33M – – –
WCM Investment Management
30
WCM Investment Management
California
$5.1M -$1.75M -32,667 -26%
Bank of America
31
Bank of America
North Carolina
$4.34M +$511K +9,541 +13%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$4.2M +$4.2M +78,379 New
Morgan Stanley
33
Morgan Stanley
New York
$3.64M -$238K -4,449 -6%
TCIM
34
TIAA CREF Investment Management
New York
$3.41M +$411K +7,679 +14%
KCM
35
Kornitzer Capital Management
Kansas
$2.99M +$2.99M +55,850 New
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.94M +$1.01M +18,804 +52%
Swiss National Bank
37
Swiss National Bank
Switzerland
$2.69M +$530K +9,900 +25%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$2.67M +$170K +3,182 +7%
TA
39
Teachers Advisors
New York
$2.66M +$387K +7,235 +17%
First Trust Advisors
40
First Trust Advisors
Illinois
$2.4M -$442K -8,251 -16%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$2.24M +$248K +4,637 +12%
SSA
42
Schonfeld Strategic Advisors
New York
$2.13M +$2.13M +39,691 New
CM
43
Crestline Management
Texas
$1.96M +$1.96M +36,535 New
PPA
44
Parametric Portfolio Associates
Washington
$1.87M -$437K -8,157 -19%
Stifel Financial
45
Stifel Financial
Missouri
$1.84M +$103K +1,921 +6%
CS
46
Credit Suisse
Switzerland
$1.78M +$212K +3,953 +14%
Goldman Sachs
47
Goldman Sachs
New York
$1.75M -$704K -13,139 -29%
Deutsche Bank
48
Deutsche Bank
Germany
$1.71M -$1.1M -20,614 -39%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.65M – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.5M +$111K +2,070 +8%
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