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Helios Technologies
HLIO

Overview Fund Activity

144 hedge funds and large institutions have $2.11B invested in Helios Technologies in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
48
Reduced
50
Closed
13
Calls
–
Puts
$219K
Net Calls
-$219K
Net Calls Change
-$1.91M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$42.1M
2
Ameriprise
2
Ameriprise
Minnesota
$18.5M
3
SI
3
Sapience Investments
California
$8.44M
4
FAM
4
Fred Alger Management
New York
$19.6M
5
AI
5
Axiom Investors
Connecticut
$5.62M

Top Sellers

1
RA
1
Royce & Associates
New York
$60M
2
Norges Bank
2
Norges Bank
Norway
$18.3M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$5.53M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.32M
5
BAMCO Inc
5
BAMCO Inc
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$10.9M +$310K +4,258 +3%
RCMC
27
RK Capital Management (Colorado)
Colorado
$10.7M -$3.25M -44,600 -23%
SI
28
Sapience Investments
California
$8.44M +$8.44M +115,850 New
Comerica Bank
29
Comerica Bank
Texas
$7.43M +$445K +6,158 +6%
Federated Hermes
30
Federated Hermes
Pennsylvania
$7.17M -$1.75M -24,076 -20%
Bank of America
31
Bank of America
North Carolina
$6.78M +$2.36M +32,428 +54%
Ohio Public Employees Retirement System (OPERS)
32
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.11M +$10.1K +138 +0.2%
SEI Investments
33
SEI Investments
Pennsylvania
$5.87M +$1.86M +25,515 +46%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$5.78M +$1.22M +16,679 +27%
AI
35
Axiom Investors
Connecticut
$5.62M +$5.62M +77,180 New
ACH
36
ArrowMark Colorado Holdings
Colorado
$5.53M -$4.13M -56,632 -43%
DCM
37
Driehaus Capital Management
Illinois
$5.52M +$5.52M +75,800 New
AACP
38
Advantage Alpha Capital Partners
California
$5.29M -$587K -8,062 -10%
Swiss National Bank
39
Swiss National Bank
Switzerland
$5.08M +$43.7K +600 +0.9%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$4.77M -$102K -1,405 -2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$4.61M -$424K -5,820 -8%
DDC
42
DF Dent & Co
Maryland
$4.6M +$71.8K +986 +2%
PPA
43
Parametric Portfolio Associates
Washington
$3.9M +$1.93M +26,448 +98%
First Trust Advisors
44
First Trust Advisors
Illinois
$3.58M +$3M +41,214 +525%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$3.42M -$12.3K -169 -0.4%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.25M -$182K -2,493 -5%
AllianceBernstein
47
AllianceBernstein
Tennessee
$2.78M +$43.7K +600 +2%
BMSSC
48
B. Metzler seel. Sohn & Co
Germany
$2.7M -$143K -1,959 -5%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$2.47M +$84.9K +1,165 +4%
EGI
50
EAM Global Investors
California
$2.47M +$2.47M +33,899 New
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