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Helios Technologies
HLIO

Overview Fund Activity

184 hedge funds and large institutions have $2.36B invested in Helios Technologies in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
59
Reduced
62
Closed
24
Calls
$852K
Puts
$1.87M
Net Calls
-$1.02M
Net Calls Change
+$490K

Top Buyers

1
CVA
1
Ceredex Value Advisors
Florida
$7.63M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$61.1M
3
OCM
3
Osterweis Capital Management
California
$6.78M
4
Ameriprise
4
Ameriprise
Minnesota
$59.2M
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$14M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$337K
2
BAMCO Inc
2
BAMCO Inc
New York
$8.74M
3
Invesco
3
Invesco
Georgia
$24.1M
4
RA
4
Royce & Associates
New York
$19.5M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$12.1M -$897K -11,176 -7%
SI
27
Sapience Investments
California
$11.4M +$2.06M +25,730 +22%
Comerica Bank
28
Comerica Bank
Texas
$9.11M +$190K +2,547 +2%
BAMCO Inc
29
BAMCO Inc
New York
$8.74M -$8.49M -105,776 -49%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$8.5M -$160K -2,100 -2%
CVA
31
Ceredex Value Advisors
Florida
$7.63M +$7.63M +95,100 New
SEI Investments
32
SEI Investments
Pennsylvania
$7.6M -$981K -12,240 -11%
OCM
33
Osterweis Capital Management
California
$6.78M +$6.78M +84,445 New
Ohio Public Employees Retirement System (OPERS)
34
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.72M -$51K -636 -0.8%
AACP
35
Advantage Alpha Capital Partners
California
$6.04M +$1.06M +13,256 +21%
Swiss National Bank
36
Swiss National Bank
Switzerland
$5.84M +$409K +5,100 +8%
Morgan Stanley
37
Morgan Stanley
New York
$5.84M -$166K -2,063 -3%
PPA
38
Parametric Portfolio Associates
Washington
$5.72M -$1.19M -14,832 -17%
AI
39
Axiom Investors
Connecticut
$5.23M -$2.29M -28,487 -30%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$5.18M -$2.81K -35 -0.1%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$4.87M -$3.77M -47,035 -44%
Bank of America
42
Bank of America
North Carolina
$4.45M -$165K -2,051 -4%
Citadel Advisors
43
Citadel Advisors
Florida
$4.26M +$686K +8,546 +19%
RJA
44
Raymond James & Associates
Florida
$4.21M +$363K +4,529 +9%
First Trust Advisors
45
First Trust Advisors
Illinois
$3.95M -$1.48M -18,430 -27%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$3.2M -$296K -3,688 -8%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$3.06M -$2.82M -35,146 -48%
AllianceBernstein
48
AllianceBernstein
Tennessee
$3.06M +$16.1K +200 +0.5%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$3.04M -$938K -11,694 -24%
CS
50
Credit Suisse
Switzerland
$2.94M +$1.04M +12,916 +55%
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