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Helios Technologies
HLIO

Overview Fund Activity

128 hedge funds and large institutions have $1.55B invested in Helios Technologies in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
40
Reduced
41
Closed
15
Calls
$219K
Puts
$1.05M
Net Calls
-$832K
Net Calls Change
-$273K

Top Buyers

1
WA
Wasatch Advisors
Utah
$146M
2
BAMCO Inc
BAMCO Inc
New York
$33.7M
3
CCA
Conestoga Capital Advisors
Pennsylvania
$77.8M
4
FAM
Fred Alger Management
New York
$47.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$137M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$24.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$115M
3
RCMC
RK Capital Management (Colorado)
Colorado
$0
4
LCM
Laurion Capital Management
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.97M -$662K -12,091 -10%
WCM Investment Management
27
WCM Investment Management
California
$5.58M +$991K +18,089 +22%
MOACM
28
Mutual of America Capital Management
New York
$4.97M -$36.6K -668 -0.7%
Deutsche Bank
29
Deutsche Bank
Germany
$3.61M +$510K +9,313 +16%
Ohio Public Employees Retirement System (OPERS)
30
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M -$91.7K -1,673 -3%
TCIM
31
TIAA CREF Investment Management
New York
$3.01M -$262K -4,784 -8%
KCM
32
Kornitzer Capital Management
Kansas
$3M +$22.5K +410 +0.8%
TA
33
Teachers Advisors
New York
$2.97M +$78.3K +1,430 +3%
Morgan Stanley
34
Morgan Stanley
New York
$2.92M -$930K -16,967 -24%
Swiss National Bank
35
Swiss National Bank
Switzerland
$2.76M – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$2.4M -$876 -16 -0%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$2.13M -$172K -3,147 -7%
Goldman Sachs
38
Goldman Sachs
New York
$2.06M +$130K +2,379 +7%
DCM
39
Driehaus Capital Management
Illinois
$1.97M +$1.97M +35,950 New
Stifel Financial
40
Stifel Financial
Missouri
$1.86M -$55.5K -1,011 -3%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.66M – – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.56M -$102K -1,857 -6%
PPA
43
Parametric Portfolio Associates
Washington
$1.44M -$69.5K -1,268 -5%
Citadel Advisors
44
Citadel Advisors
Florida
$1.4M -$363K -6,628 -21%
CM
45
CS McKee
Pennsylvania
$1.39M – – –
IP
46
Isthmus Partners
Wisconsin
$1.24M +$16.7K +304 +1%
Comerica Bank
47
Comerica Bank
Texas
$1.15M – – –
CS
48
Credit Suisse
Switzerland
$1.09M -$637K -11,620 -37%
AIG
49
American International Group
New York
$1.04M +$18.7K +341 +2%
PAM
50
Panagora Asset Management
Massachusetts
$1.04M +$1.04M +18,906 New
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