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Helios Technologies
HLIO

Overview Fund Activity

116 hedge funds and large institutions have $1.04B invested in Helios Technologies in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
41
Reduced
36
Closed
11
Calls
$381K
Puts
–
Net Calls
+$381K
Net Calls Change
+$381K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.82M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$116M
3
BAMCO Inc
3
BAMCO Inc
New York
$11.8M
4
AACP
4
Advantage Alpha Capital Partners
California
$3.02M
5
CCA
5
Conestoga Capital Advisors
Pennsylvania
$50M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$311K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.5M
3
Norges Bank
3
Norges Bank
Norway
$17.7M
4
SBF
4
Sara-Bay Financial
Florida
$45.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$5.44M -$303K -8,323 -5%
ACH
27
ArrowMark Colorado Holdings
Colorado
$4.82M +$4.82M +132,493 New
Federated Hermes
28
Federated Hermes
Pennsylvania
$4.46M – – –
Comerica Bank
29
Comerica Bank
Texas
$3.97M +$1.65M +37,497 +71%
DDC
30
DF Dent & Co
Maryland
$3.92M +$93.3K +2,563 +2%
Ameriprise
31
Ameriprise
Minnesota
$3.11M -$608K -16,708 -16%
Ohio Public Employees Retirement System (OPERS)
32
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.05M – – –
AACP
33
Advantage Alpha Capital Partners
California
$3.02M +$3.02M +82,919 New
Marshall Wace
34
Marshall Wace
United Kingdom
$2.81M +$1.27M +34,906 +83%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$2.56M +$197K +5,399 +8%
Swiss National Bank
36
Swiss National Bank
Switzerland
$2.52M +$40K +1,100 +2%
Citadel Advisors
37
Citadel Advisors
Florida
$2.5M +$1.28M +35,216 +105%
Wells Fargo
38
Wells Fargo
California
$2.43M -$99.1K -2,724 -4%
Bank of America
39
Bank of America
North Carolina
$1.77M -$444K -12,201 -20%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$1.71M +$91.2K +2,504 +6%
SEI Investments
41
SEI Investments
Pennsylvania
$1.57M +$81.9K +2,249 +5%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.54M -$221K -6,064 -13%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.41M -$15.9K -437 -1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.37M -$30.9K -850 -2%
Goldman Sachs
45
Goldman Sachs
New York
$1.31M -$149K -4,097 -10%
MWNA
46
Marshall Wace North America
New York
$1.27M +$340K +9,331 +37%
PPA
47
Parametric Portfolio Associates
Washington
$1.23M +$5.06K +139 +0.4%
Stifel Financial
48
Stifel Financial
Missouri
$1.22M -$2.04K -56 -0.2%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$1.19M – – –
IP
50
Isthmus Partners
Wisconsin
$1.16M +$24.2K +665 +2%
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