HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

127 hedge funds and large institutions have $1.33B invested in Helios Technologies in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-12
Holders Change %
-8.63%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
49
Reduced
37
Closed
21
Calls
$481K
Puts
$1.04M
Net Calls
-$559K
Net Calls Change
-$1.56M

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$276M
2
WA
2
Wasatch Advisors
Utah
$112M
3
BlackRock
3
BlackRock
New York
$90.7M
4
FAM
4
Fred Alger Management
New York
$35.8M
5
BAMCO Inc
5
BAMCO Inc
New York
$17.8M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
LCM
2
Laurion Capital Management
New York
$3.98M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$4.61M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$5.08M +$1.18M +24,526 +30%
RCMC
27
RK Capital Management (Colorado)
Colorado
$4.61M -$4.62M -95,900 -50%
MOACM
28
Mutual of America Capital Management
New York
$4.41M -$1.29M -26,775 -23%
WCM Investment Management
29
WCM Investment Management
California
$4.04M -$546K -11,338 -12%
LCM
30
Laurion Capital Management
New York
$3.98M -$8.09M -167,957 -67%
Morgan Stanley
31
Morgan Stanley
New York
$3.39M +$106K +2,195 +3%
TCIM
32
TIAA CREF Investment Management
New York
$2.87M -$196K -4,074 -6%
Ohio Public Employees Retirement System (OPERS)
33
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.78M +$134K +2,776 +5%
Deutsche Bank
34
Deutsche Bank
Germany
$2.73M +$1.19M +24,715 +77%
KCM
35
Kornitzer Capital Management
Kansas
$2.62M -$68.9K -1,430 -3%
TA
36
Teachers Advisors
New York
$2.54M +$149K +3,095 +6%
Swiss National Bank
37
Swiss National Bank
Switzerland
$2.42M – – –
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$2.11M +$89.7K +1,861 +4%
CM
39
Crestline Management
Texas
$2.1M +$340K +7,051 +19%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$2.02M -$381K -7,914 -16%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.74M -$418K -8,675 -19%
Goldman Sachs
42
Goldman Sachs
New York
$1.7M +$126K +2,619 +8%
Stifel Financial
43
Stifel Financial
Missouri
$1.69M +$32K +662 +2%
Citadel Advisors
44
Citadel Advisors
Florida
$1.55M +$1.29M +26,775 +494%
CS
45
Credit Suisse
Switzerland
$1.52M -$83K -1,723 -5%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.46M -$26K -540 -2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.46M +$112K +2,315 +8%
PPA
48
Parametric Portfolio Associates
Washington
$1.33M -$355K -7,366 -21%
Comerica Bank
49
Comerica Bank
Texas
$1.24M -$103K -2,091 -8%
CM
50
CS McKee
Pennsylvania
$1.22M -$114K -2,375 -9%
1
2
3 4 5