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Helios Technologies
HLIO

Overview Fund Activity

163 hedge funds and large institutions have $1.99B invested in Helios Technologies in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-21
Holders Change %
-11.41%
% 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
0.03%
New
12
Increased
54
Reduced
56
Closed
30
Calls
$13K
Puts
$278K
Net Calls
-$265K
Net Calls Change
+$757K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$84.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M
3
Victory Capital Management
3
Victory Capital Management
Texas
$14M
4
BCM
4
Brown Capital Management
Maryland
$190M
5
CS
5
Credit Suisse
Switzerland
$7.59M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$34M
2
BAMCO Inc
2
BAMCO Inc
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
WA
4
Wasatch Advisors
Utah
$306M
5
GKIM
5
GW&K Investment Management
Massachusetts
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCMC
26
RK Capital Management (Colorado)
Colorado
$11.8M +$169K +2,550 +1%
CVA
27
Ceredex Value Advisors
Florida
$10M +$3.74M +56,441 +59%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$9.64M -$308K -4,643 -3%
Comerica Bank
29
Comerica Bank
Texas
$8.39M +$741K +11,847 +10%
Morgan Stanley
30
Morgan Stanley
New York
$7.71M +$2.89M +43,550 +60%
CS
31
Credit Suisse
Switzerland
$7.59M +$5.17M +77,983 +213%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$7.4M +$19.8K +299 +0.3%
SI
33
Sapience Investments
California
$7.03M -$2.35M -35,525 -25%
OCM
34
Osterweis Capital Management
California
$6.22M +$620K +9,360 +11%
SEI Investments
35
SEI Investments
Pennsylvania
$6.1M -$227K -3,401 -4%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.55M – – –
Swiss National Bank
37
Swiss National Bank
Switzerland
$5.06M +$232K +3,500 +5%
AACP
38
Advantage Alpha Capital Partners
California
$4.62M -$370K -5,580 -7%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$4.28M +$2.98K +45 +0.1%
Bank of America
40
Bank of America
North Carolina
$3.81M +$134K +2,017 +4%
RJA
41
Raymond James & Associates
Florida
$3.56M +$88.2K +1,331 +3%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$3.28M +$2.29M +34,604 +232%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$2.75M +$108K +1,624 +4%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.68M +$158K +2,387 +6%
First Trust Advisors
45
First Trust Advisors
Illinois
$2.64M -$620K -9,363 -19%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.62M +$312K +4,709 +14%
AI
47
Axiom Investors
Connecticut
$2.56M -$1.76M -26,587 -41%
AllianceBernstein
48
AllianceBernstein
Tennessee
$2.52M – – –
TD Asset Management
49
TD Asset Management
Ontario, Canada
$2.51M – – –
UBS AM
50
UBS AM
Illinois
$2.42M +$54.5K +823 +2%
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