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Helios Technologies
HLIO

Overview Fund Activity

175 hedge funds and large institutions have $1.98B invested in Helios Technologies in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
69
Reduced
48
Closed
13
Calls
$739K
Puts
$39K
Net Calls
+$700K
Net Calls Change
+$330K

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$14.1M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.2M
3
Jennison Associates
3
Jennison Associates
New York
$10.1M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$203M
5
GIP
5
Granite Investment Partners
California
$11.9M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$281M
2
Ameriprise
2
Ameriprise
Minnesota
$17.3M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$1.5M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$12.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$12.7M +$410K +6,266 +3%
PAMP
27
Polar Asset Management Partners
Ontario, Canada
$12.3M -$3.87M -59,100 -24%
GIP
28
Granite Investment Partners
California
$11.9M +$7.65M +117,027 +180%
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$11.2M +$11.2M +170,773 New
Jennison Associates
30
Jennison Associates
New York
$10.1M +$10.1M +154,847 New
SAM
31
Silvercrest Asset Management
New York
$8.29M +$1.89M +28,917 +30%
TAM
32
Thematics Asset Management
France
$7.26M -$654K -10,000 -8%
SEI Investments
33
SEI Investments
Pennsylvania
$6.9M +$194K +2,963 +3%
RCMC
34
RK Capital Management (Colorado)
Colorado
$6.06M +$2.17M +33,200 +56%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$5.58M -$616K -9,413 -10%
Morgan Stanley
36
Morgan Stanley
New York
$5.51M -$2.58M -39,463 -32%
Swiss National Bank
37
Swiss National Bank
Switzerland
$4.6M -$536K -8,200 -10%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.3M -$342K -5,224 -7%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$4.09M +$12.8K +195 +0.3%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$3.51M -$671K -10,263 -16%
KCM
41
Kennedy Capital Management
Missouri
$3.48M +$3.48M +53,157 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$3.42M +$527K +8,056 +18%
RJA
43
Raymond James & Associates
Florida
$3.42M +$136K +2,072 +4%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$3.38M -$2.32M -35,530 -41%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$3.3M -$307K -4,700 -9%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.3M +$1.9M +28,986 +135%
MAM
47
Madison Asset Management
Wisconsin
$3.03M +$584K +8,926 +24%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.96M +$118K +1,810 +4%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$2.92M +$262K +4,000 +10%
Citadel Advisors
50
Citadel Advisors
Florida
$2.9M -$3.36M -51,350 -54%
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