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Helios Technologies
HLIO

Overview Fund Activity

112 hedge funds and large institutions have $1.29B invested in Helios Technologies in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
45
Reduced
37
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$55K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$157M
2
EAM
2
Eagle Asset Management
Florida
$5.33M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$112M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.42M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.08M

Top Sellers

1
RA
1
Royce & Associates
New York
$67.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$1.15M
3
BCM
3
Brown Capital Management
Maryland
$265M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.02M
5
Wells Fargo
5
Wells Fargo
California
$910K
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$3.15M +$361K +7,800 +13%
Renaissance Technologies
27
Renaissance Technologies
New York
$3.02M -$1.47M -31,850 -33%
Ohio Public Employees Retirement System (OPERS)
28
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.93M – – –
Swiss National Bank
29
Swiss National Bank
Switzerland
$2.55M +$55.5K +1,200 +2%
Comerica Bank
30
Comerica Bank
Texas
$2.53M -$67.6K -1,500 -3%
Goldman Sachs
31
Goldman Sachs
New York
$2.42M +$1.58M +34,254 +190%
PPA
32
Parametric Portfolio Associates
Washington
$2.26M +$123K +2,653 +6%
Morgan Stanley
33
Morgan Stanley
New York
$2.08M +$1.43M +30,936 +220%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$2.07M -$41.8K -904 -2%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$1.9M +$30.9K +668 +2%
AllianceBernstein
36
AllianceBernstein
Tennessee
$1.78M +$27.7K +600 +2%
Stifel Financial
37
Stifel Financial
Missouri
$1.54M -$51K -1,102 -3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.46M +$1.02M +21,967 +229%
IP
39
Isthmus Partners
Wisconsin
$1.41M +$13.1K +284 +0.9%
Barclays
40
Barclays
United Kingdom
$1.36M +$676K +14,623 +100%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.15M -$1.86M -40,261 -62%
CM
42
CS McKee
Pennsylvania
$1.11M +$52.2K +1,130 +5%
Invesco
43
Invesco
Georgia
$1.1M +$21.5K +465 +2%
UBS AM
44
UBS AM
Illinois
$1.07M +$107K +2,310 +11%
CS
45
Credit Suisse
Switzerland
$1.01M -$212K -4,590 -17%
Citadel Advisors
46
Citadel Advisors
Florida
$1M +$1M +21,643 New
UBS Group
47
UBS Group
Switzerland
$997K +$946K +20,471 +1,859%
Wells Fargo
48
Wells Fargo
California
$910K -$1.42M -30,687 -61%
IMOV
49
Investment Management of Virginia
Virginia
$908K -$52.9K -1,143 -6%
Legal & General Group
50
Legal & General Group
United Kingdom
$892K +$247K +5,355 +38%
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