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Helios Technologies
HLIO

Overview Fund Activity

121 hedge funds and large institutions have $1.05B invested in Helios Technologies in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+14
Holders Change %
+13.08%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
47
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$114M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$21.5M
4
AAM
4
ACK Asset Management
Connecticut
$9.59M
5
PCM
5
Penn Capital Management
Pennsylvania
$8.04M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$105M
2
BAMCO Inc
2
BAMCO Inc
New York
$8.57M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$17.3M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
RA
5
Royce & Associates
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$5.36M +$5.05M +135,541 +1,625%
Federated Hermes
27
Federated Hermes
Pennsylvania
$4.56M +$4.56M +122,526 New
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$4.27M -$304K -8,155 -7%
DDC
29
DF Dent & Co
Maryland
$3.92M +$222K +5,962 +6%
Ameriprise
30
Ameriprise
Minnesota
$3.81M -$2.39M -64,191 -39%
Ohio Public Employees Retirement System (OPERS)
31
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.12M +$676K +18,156 +28%
Wells Fargo
32
Wells Fargo
California
$2.59M +$1.99M +53,289 +327%
Swiss National Bank
33
Swiss National Bank
Switzerland
$2.53M +$451K +12,100 +22%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$2.42M -$7.45K -200 -0.3%
Bank of America
35
Bank of America
North Carolina
$2.27M -$390K -10,468 -15%
Comerica Bank
36
Comerica Bank
Texas
$1.91M -$493K -13,525 -21%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.8M +$267K +7,172 +17%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$1.66M – – –
Marshall Wace
39
Marshall Wace
United Kingdom
$1.57M +$1.57M +42,237 New
SEI Investments
40
SEI Investments
Pennsylvania
$1.53M +$626K +16,815 +70%
Renaissance Technologies
41
Renaissance Technologies
New York
$1.5M -$470K -12,625 -24%
Goldman Sachs
42
Goldman Sachs
New York
$1.49M -$1.15M -30,959 -44%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.46M +$1.46M +39,151 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.43M – – –
First Trust Advisors
45
First Trust Advisors
Illinois
$1.42M -$460K -12,346 -24%
PPA
46
Parametric Portfolio Associates
Washington
$1.26M -$318K -8,545 -20%
Stifel Financial
47
Stifel Financial
Missouri
$1.25M +$2.53K +68 +0.2%
Citadel Advisors
48
Citadel Advisors
Florida
$1.25M +$706K +18,968 +131%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$1.21M +$439K +11,800 +57%
IP
50
Isthmus Partners
Wisconsin
$1.17M +$67.7K +1,818 +6%
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