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Helios Technologies
HLIO

Overview Fund Activity

169 hedge funds and large institutions have $2.02B invested in Helios Technologies in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
59
Reduced
66
Closed
21
Calls
$482K
Puts
$53K
Net Calls
+$429K
Net Calls Change
-$271K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$135M
2
AAM
2
ACK Asset Management
Connecticut
$42M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$93.2M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$12.7M
5
BlackRock
5
BlackRock
New York
$143M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$19.6M
2
WA
2
Wasatch Advisors
Utah
$269M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$34M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
26
Granite Investment Partners
California
$12.6M +$537K +8,130 +4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$12.3M -$568K -8,587 -4%
Adage Capital Partners
28
Adage Capital Partners
Massachusetts
$9.96M -$1.32M -20,000 -12%
SAM
29
Silvercrest Asset Management
New York
$9.81M +$1.44M +21,791 +17%
KCM
30
Kennedy Capital Management
Missouri
$7.97M +$4.45M +67,380 +127%
SEI Investments
31
SEI Investments
Pennsylvania
$7.01M +$44.5K +673 +0.6%
TAM
32
Thematics Asset Management
France
$6.81M -$529K -8,000 -7%
RCMC
33
RK Capital Management (Colorado)
Colorado
$6.8M +$674K +10,200 +11%
Morgan Stanley
34
Morgan Stanley
New York
$6.3M +$727K +10,999 +13%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$5.75M +$105K +1,595 +2%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$4.97M +$4.97M +75,209 New
BMSSC
37
B. Metzler seel. Sohn & Co
Germany
$4.89M +$2.44M +36,965 +100%
SI
38
Sapience Investments
California
$4.78M +$4.78M +72,250 New
Swiss National Bank
39
Swiss National Bank
Switzerland
$4.69M +$46.3K +700 +1%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.34M – – –
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$4.2M +$60.3K +913 +1%
MAM
42
Madison Asset Management
Wisconsin
$3.88M +$823K +12,451 +27%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$3.72M +$262K +3,967 +8%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$3.6M +$264K +4,000 +8%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$3.58M +$26.5K +401 +0.7%
RJA
46
Raymond James & Associates
Florida
$3.42M -$34.3K -519 -1%
AACP
47
Advantage Alpha Capital Partners
California
$3.37M +$1.04M +15,674 +44%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$3.2M +$871K +13,173 +37%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.98M -$17.3K -262 -0.6%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$2.94M -$13.2K -200 -0.4%
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