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Helios Technologies
HLIO

Overview Fund Activity

104 hedge funds and large institutions have $940M invested in Helios Technologies in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 32 closing their positions.

Holders
104
Holders Change
-24
Holders Change %
-18.75%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
46
Reduced
26
Closed
32
Calls
$82K
Puts
$16K
Net Calls
+$66K
Net Calls Change
+$898K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77.3M
2
WA
2
Wasatch Advisors
Utah
$96.3M
3
BAMCO Inc
3
BAMCO Inc
New York
$25.7M
4
BlackRock
4
BlackRock
New York
$66M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$22M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$9.37M
3
RA
3
Royce & Associates
New York
$70.5M
4
KCM
4
Kornitzer Capital Management
Kansas
$0
5
CVA
5
Ceredex Value Advisors
Florida
$8.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MOACM
26
Mutual of America Capital Management
New York
$3.01M 90,800 – –
Barrow, Hanley, Mewhinney & Strauss
27
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.79M 84,044 -24,939 -23%
WCM Investment Management
28
WCM Investment Management
California
$2.06M 62,132 -39,812 -39%
TA
29
Teachers Advisors
New York
$1.86M 56,169 +1,941 +4%
Ohio Public Employees Retirement System (OPERS)
30
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.86M 55,930 – –
TCIM
31
TIAA CREF Investment Management
New York
$1.73M 52,167 -2,681 -5%
Morgan Stanley
32
Morgan Stanley
New York
$1.71M 51,476 -1,785 -3%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.67M 50,300 – –
PPA
34
Parametric Portfolio Associates
Washington
$1.52M 45,886 +19,531 +74%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$1.5M 45,275 +1,537 +4%
First Trust Advisors
36
First Trust Advisors
Illinois
$1.48M 44,651 +31,786 +247%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.35M 40,764 +12,307 +43%
Goldman Sachs
38
Goldman Sachs
New York
$1.3M 39,213 +1,631 +4%
Comerica Bank
39
Comerica Bank
Texas
$1.22M 35,629 +10,430 +41%
Stifel Financial
40
Stifel Financial
Missouri
$1.15M 34,493 +528 +2%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.01M 30,316 – –
IP
42
Isthmus Partners
Wisconsin
$935K 28,186 +5,570 +25%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$933K 28,100 -10,723 -28%
CM
44
CS McKee
Pennsylvania
$845K 25,450 +100 +0.4%
CS
45
Credit Suisse
Switzerland
$765K 23,040 +3,196 +16%
DDC
46
DF Dent & Co
Maryland
$752K 22,644 +22,644 New
Deutsche Bank
47
Deutsche Bank
Germany
$692K 20,882 -45,042 -68%
IMOV
48
Investment Management of Virginia
Virginia
$653K 19,685 +19,685 New
AIG
49
American International Group
New York
$632K 19,045 +79 +0.4%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$604K 18,195 – –
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