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Helios Technologies
HLIO

Overview Fund Activity

157 hedge funds and large institutions have $2.43B invested in Helios Technologies in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
54
Reduced
54
Closed
11
Calls
$435K
Puts
–
Net Calls
+$435K
Net Calls Change
+$30K

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$52.9M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$39M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$123M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$227M
5
Charles Schwab
5
Charles Schwab
California
$20.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$226M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$49.2M
3
BAMCO Inc
3
BAMCO Inc
New York
$17.6M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
RA
5
Royce & Associates
New York
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
26
Fred Alger Management
New York
$14.5M -$3.09M -37,661 -18%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$13.6M +$914K +11,128 +7%
SI
28
Sapience Investments
California
$12.4M +$1.02M +12,460 +9%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$10.6M -$456K -5,275 -4%
RCMC
30
RK Capital Management (Colorado)
Colorado
$10.5M -$2.78M -33,900 -21%
Comerica Bank
31
Comerica Bank
Texas
$10.1M +$1.03M +11,453 +11%
SEI Investments
32
SEI Investments
Pennsylvania
$7.85M +$759K +9,240 +11%
AI
33
Axiom Investors
Connecticut
$7.22M +$188K +2,285 +3%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$6.92M -$722K -8,795 -9%
Ohio Public Employees Retirement System (OPERS)
35
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.92M +$14.8K +180 +0.2%
PPA
36
Parametric Portfolio Associates
Washington
$5.83M +$447K +5,446 +8%
Swiss National Bank
37
Swiss National Bank
Switzerland
$5.56M +$41.1K +500 +0.7%
Stifel Financial
38
Stifel Financial
Missouri
$5.35M -$10.2K -124 -0.2%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$5.3M -$66.9K -815 -1%
Morgan Stanley
40
Morgan Stanley
New York
$5.24M -$710K -8,641 -12%
AACP
41
Advantage Alpha Capital Partners
California
$4.71M +$82K +999 +2%
Bank of America
42
Bank of America
North Carolina
$4.41M +$86.7K +1,056 +2%
RJA
43
Raymond James & Associates
Florida
$3.62M +$423K +5,154 +13%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$3.49M -$169K -2,054 -5%
Aviva
45
Aviva
United Kingdom
$3.43M +$281K +3,422 +9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$3.13M -$300K -3,648 -9%
BMSSC
47
B. Metzler seel. Sohn & Co
Germany
$3.04M – – –
UBS AM
48
UBS AM
Illinois
$2.93M +$53.9K +656 +2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.9M +$96.7K +1,178 +3%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$2.74M +$12.1K +147 +0.4%
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