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Helios Technologies
HLIO

Overview Fund Activity

180 hedge funds and large institutions have $3.1B invested in Helios Technologies in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
59
Reduced
55
Closed
10
Calls
$947K
Puts
$2.46M
Net Calls
-$1.51M
Net Calls Change
-$1.95M

Top Buyers

1
SBF
1
Sara-Bay Financial
Florida
$122M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$171M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$61.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.11M

Top Sellers

1
RA
1
Royce & Associates
New York
$32.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.4M
3
WA
3
Wasatch Advisors
Utah
$486M
4
GKIM
4
GW&K Investment Management
Massachusetts
$69.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$283M
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$22.6M 214,705 – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$17M 161,362 -3,819 -2%
SI
28
Sapience Investments
California
$12.2M 115,855 -35,525 -23%
RCMC
29
RK Capital Management (Colorado)
Colorado
$11.7M 111,710 -16,690 -13%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$11.3M 107,682 +23,359 +28%
SEI Investments
31
SEI Investments
Pennsylvania
$11.3M 107,130 +11,533 +12%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$10.9M 113,479 -9,619 -8%
AI
33
Axiom Investors
Connecticut
$9.85M 93,659 +5,749 +7%
Comerica Bank
34
Comerica Bank
Texas
$9.28M 119,734 +7,694 +7%
PPA
35
Parametric Portfolio Associates
Washington
$9.06M 86,154 +15,139 +21%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.87M 84,379 +150 +0.2%
Morgan Stanley
37
Morgan Stanley
New York
$7.87M 74,817 +11,069 +17%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$7.7M 73,218 +40,549 +124%
Swiss National Bank
39
Swiss National Bank
Switzerland
$7.12M 67,700 – –
First Trust Advisors
40
First Trust Advisors
Illinois
$7.11M 67,606 +59,330 +717%
Stifel Financial
41
Stifel Financial
Missouri
$6.88M 65,433 +239 +0.4%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$6.79M 64,545 -30 -0%
AACP
43
Advantage Alpha Capital Partners
California
$6.52M 62,005 +4,600 +8%
Bank of America
44
Bank of America
North Carolina
$6.05M 57,546 +3,876 +7%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$5.21M 49,576 +25,840 +109%
RJA
46
Raymond James & Associates
Florida
$5.04M 47,871 +3,745 +8%
Citadel Advisors
47
Citadel Advisors
Florida
$4.68M 44,508 +14,735 +49%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$4.59M 43,610 +1,081 +3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$3.98M 37,866 -300 -0.8%
UBS AM
50
UBS AM
Illinois
$3.76M 35,713 – –
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