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Helios Technologies
HLIO

Overview Fund Activity

134 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
134
Holders Change
+18
Holders Change %
+15.52%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
47
Reduced
36
Closed
6
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.31M

Top Buyers

1
Invesco
1
Invesco
Georgia
$20.9M
2
FAM
2
Fred Alger Management
New York
$10.2M
3
WA
3
Wasatch Advisors
Utah
$256M
4
BlackRock
4
BlackRock
New York
$115M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$141M

Top Sellers

1
SBF
1
Sara-Bay Financial
Florida
$54.9M
2
AAM
2
ACK Asset Management
Connecticut
$0
3
PCM
3
Penn Capital Management
Pennsylvania
$0
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$2.56M
5
Norges Bank
5
Norges Bank
Norway
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACH
26
ArrowMark Colorado Holdings
Colorado
$7.06M – – –
Federated Hermes
27
Federated Hermes
Pennsylvania
$6.53M – – –
Comerica Bank
28
Comerica Bank
Texas
$5.66M +$394K +6,732 +7%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.46M – – –
AACP
30
Advantage Alpha Capital Partners
California
$4.3M -$119K -2,230 -3%
Ameriprise
31
Ameriprise
Minnesota
$4.16M -$390K -7,311 -9%
Citadel Advisors
32
Citadel Advisors
Florida
$3.74M +$80.2K +1,505 +2%
Swiss National Bank
33
Swiss National Bank
Switzerland
$3.68M – – –
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$3.68M -$69.3K -1,300 -2%
Wells Fargo
35
Wells Fargo
California
$3.66M +$92.8K +1,741 +3%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$3.56M +$3.56M +66,795 New
Goldman Sachs
37
Goldman Sachs
New York
$3.44M +$1.52M +28,573 +79%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$3.34M +$2.13M +39,956 +176%
DDC
39
DF Dent & Co
Maryland
$3.31M -$2.43M -45,619 -42%
Bank of America
40
Bank of America
North Carolina
$3.23M +$633K +11,871 +24%
SEI Investments
41
SEI Investments
Pennsylvania
$2.93M +$631K +11,846 +27%
DRZID
42
DePrince Race & Zollo Inc (DRZ)
Florida
$2.56M -$5.91M -110,875 -70%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.51M +$250K +4,691 +11%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$2.51M – – –
Marshall Wace
45
Marshall Wace
United Kingdom
$2.43M -$1.69M -31,636 -41%
BMSSC
46
B. Metzler seel. Sohn & Co
Germany
$2.06M +$2.06M +38,982 New
CS
47
Credit Suisse
Switzerland
$2.01M +$653K +12,253 +48%
AllianceBernstein
48
AllianceBernstein
Tennessee
$2M – – –
Stifel Financial
49
Stifel Financial
Missouri
$1.77M -$18.3K -343 -1%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$1.75M +$10.7K +200 +0.6%
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