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Helios Technologies
HLIO

Overview Fund Activity

110 hedge funds and large institutions have $1.13B invested in Helios Technologies in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
36
Reduced
34
Closed
8
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$64K

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$12.7M
2
WA
2
Wasatch Advisors
Utah
$129M
3
GKIM
3
GW&K Investment Management
Massachusetts
$21.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$108M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$2.45M

Top Sellers

1
RA
1
Royce & Associates
New York
$70.7M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.95M
4
BAMCO Inc
4
BAMCO Inc
New York
$36.3M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$2.64M +$566K +13,941 +27%
Ohio Public Employees Retirement System (OPERS)
27
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.57M – – –
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.45M +$1.12M +27,545 +84%
Comerica Bank
29
Comerica Bank
Texas
$2.32M +$885K +21,919 +62%
Swiss National Bank
30
Swiss National Bank
Switzerland
$2.19M +$20.3K +500 +0.9%
Wells Fargo
31
Wells Fargo
California
$2.04M +$72.3K +1,782 +4%
PPA
32
Parametric Portfolio Associates
Washington
$1.87M +$162K +3,980 +9%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$1.85M +$22.1K +545 +1%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.64M -$10.1K -250 -0.6%
AllianceBernstein
35
AllianceBernstein
Tennessee
$1.54M – – –
Stifel Financial
36
Stifel Financial
Missouri
$1.4M -$30K -738 -2%
IP
37
Isthmus Partners
Wisconsin
$1.23M +$50.5K +1,245 +4%
Barrow, Hanley, Mewhinney & Strauss
38
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.2M -$2.17M -53,521 -64%
CS
39
Credit Suisse
Switzerland
$1.07M -$10.8K -266 -1%
Invesco
40
Invesco
Georgia
$950K -$29.7K -732 -3%
CM
41
CS McKee
Pennsylvania
$925K – – –
UBS AM
42
UBS AM
Illinois
$847K -$36.8K -908 -4%
IMOV
43
Investment Management of Virginia
Virginia
$843K -$16.2K -400 -2%
AIG
44
American International Group
New York
$751K -$5.2K -128 -0.7%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$742K -$1.87K -46 -0.3%
VDBMI
46
Van Den Berg Management I
Texas
$738K – – –
Goldman Sachs
47
Goldman Sachs
New York
$732K -$481K -11,863 -40%
Brown Advisory
48
Brown Advisory
Maryland
$721K – – –
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$706K -$327K -8,059 -32%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$700K – – –
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