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Helios Technologies
HLIO

Overview Fund Activity

168 hedge funds and large institutions have $1.51B invested in Helios Technologies in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
51
Closed
21
Calls
–
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$135K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$33.4M
2
AAM
2
ACK Asset Management
Connecticut
$8.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.49M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$5.11M
5
BCM
5
Brown Capital Management
Maryland
$149M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.27M
2
Invesco
2
Invesco
Georgia
$1.82M
3
Victory Capital Management
3
Victory Capital Management
Texas
$345K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27.8M
5
Ameriprise
5
Ameriprise
Minnesota
$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CVA
26
Ceredex Value Advisors
Florida
$7.51M -$154K -3,045 -2%
Comerica Bank
27
Comerica Bank
Texas
$7.1M – – –
Morgan Stanley
28
Morgan Stanley
New York
$6.92M +$1.04M +20,469 +18%
Goldman Sachs
29
Goldman Sachs
New York
$6.49M +$5.18M +102,414 +397%
RCMC
30
RK Capital Management (Colorado)
Colorado
$6.12M -$2.86M -56,600 -32%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$5.53M -$117K -2,309 -2%
SI
32
Sapience Investments
California
$5.25M -$120K -2,380 -2%
PAMP
33
Polar Asset Management Partners
Ontario, Canada
$5.11M +$5.11M +101,000 New
SEI Investments
34
SEI Investments
Pennsylvania
$4.67M +$37.8K +747 +0.8%
CS
35
Credit Suisse
Switzerland
$4.57M -$1.23M -24,264 -21%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.24M – – –
Swiss National Bank
37
Swiss National Bank
Switzerland
$3.9M +$35.4K +700 +0.9%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$3.65M +$2.46M +48,650 +207%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$3.3M +$34.1K +673 +1%
Citadel Advisors
40
Citadel Advisors
Florida
$3.28M +$3.28M +64,866 New
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$3.27M -$134M -2,638,291 -98%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$2.65M +$149K +2,937 +6%
RJA
43
Raymond James & Associates
Florida
$2.65M -$72.8K -1,438 -3%
Renaissance Technologies
44
Renaissance Technologies
New York
$2.47M +$1.25M +24,800 +103%
Two Sigma Investments
45
Two Sigma Investments
New York
$2.39M +$844K +16,690 +55%
GIA
46
GHP Investment Advisors
Colorado
$2.21M +$964K +19,044 +78%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$2.18M +$1.6M +31,700 +278%
Federated Hermes
48
Federated Hermes
Pennsylvania
$2.16M +$2.16M +42,699 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.15M +$148K +2,926 +7%
Bank of America
50
Bank of America
North Carolina
$2.09M -$822K -16,249 -28%
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