HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

150 hedge funds and large institutions have $2.27B invested in Helios Technologies in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
54
Reduced
51
Closed
14
Calls
$647K
Puts
$242K
Net Calls
+$405K
Net Calls Change
+$624K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$55.3M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$11M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$55.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.27M
5
Norges Bank
5
Norges Bank
Norway
$25M

Top Sellers

1
RA
1
Royce & Associates
New York
$47.9M
2
BlackRock
2
BlackRock
New York
$161M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$232M
4
BCM
4
Brown Capital Management
Maryland
$209M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$12M -$351K -4,492 -3%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$11M +$11M +140,721 New
SI
28
Sapience Investments
California
$10.8M +$1.8M +23,070 +20%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$10M -$1.6M -20,550 -14%
Comerica Bank
30
Comerica Bank
Texas
$7.94M -$177K -2,245 -2%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$7.27M +$6.96M +89,218 +2,288%
SEI Investments
32
SEI Investments
Pennsylvania
$6.74M +$454K +5,816 +7%
AI
33
Axiom Investors
Connecticut
$6.68M +$659K +8,445 +11%
Ohio Public Employees Retirement System (OPERS)
34
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.56M +$13.1K +168 +0.2%
DCM
35
Driehaus Capital Management
Illinois
$6.19M +$273K +3,500 +5%
Morgan Stanley
36
Morgan Stanley
New York
$5.65M +$3.98M +50,994 +238%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$5.5M -$690K -8,838 -11%
Swiss National Bank
38
Swiss National Bank
Switzerland
$5.25M -$195K -2,500 -4%
PPA
39
Parametric Portfolio Associates
Washington
$5.12M +$937K +12,010 +22%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$5.1M – – –
Stifel Financial
41
Stifel Financial
Missouri
$5.1M +$2.5M +31,968 +96%
AACP
42
Advantage Alpha Capital Partners
California
$4.4M -$1.27M -16,221 -22%
Bank of America
43
Bank of America
North Carolina
$4.11M -$3.15M -40,411 -43%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$3.48M -$178K -2,278 -5%
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.26M +$285K +3,648 +10%
RJA
46
Raymond James & Associates
Florida
$3.04M +$1.9M +24,387 +167%
Aviva
47
Aviva
United Kingdom
$2.99M +$912K +11,679 +44%
BMSSC
48
B. Metzler seel. Sohn & Co
Germany
$2.89M – – –
UBS AM
49
UBS AM
Illinois
$2.74M +$422K +5,407 +18%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$2.66M -$818K -10,486 -24%
1
2
3 4 5