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Helios Technologies
HLIO

Overview Fund Activity

155 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
63
Reduced
51
Closed
24
Calls
$427K
Puts
$150K
Net Calls
+$277K
Net Calls Change
-$152K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.4M
3
CVA
3
Ceredex Value Advisors
Florida
$12.4M
4
FAM
4
Fred Alger Management
New York
$6.82M
5
Bank of America
5
Bank of America
North Carolina
$22.5M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$4K
2
WA
2
Wasatch Advisors
Utah
$214M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
RCMC
4
RK Capital Management (Colorado)
Colorado
$0
5
AAM
5
ACK Asset Management
Connecticut
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CVA
26
Ceredex Value Advisors
Florida
$12.4M +$12.4M +223,300 New
GIP
27
Granite Investment Partners
California
$12.3M +$1.71M +30,911 +16%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$9.98M -$319K -5,750 -3%
Comerica Bank
29
Comerica Bank
Texas
$8.39M +$953K +17,180 +13%
SAM
30
Silvercrest Asset Management
New York
$8.23M -$9.54K -172 -0.1%
FAM
31
Fred Alger Management
New York
$6.82M +$6.82M +122,860 New
KCM
32
Kennedy Capital Management
Missouri
$6.63M -$54.9K -989 -0.8%
TAM
33
Thematics Asset Management
France
$5.71M – – –
Morgan Stanley
34
Morgan Stanley
New York
$5.66M +$376K +6,779 +7%
SEI Investments
35
SEI Investments
Pennsylvania
$5.46M -$424K -7,646 -7%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$5.31M +$1.14M +20,485 +27%
SI
37
Sapience Investments
California
$4.93M +$921K +16,592 +23%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$4.79M -$37.6K -677 -0.8%
Swiss National Bank
39
Swiss National Bank
Switzerland
$3.98M +$44.4K +800 +1%
MAM
40
Madison Asset Management
Wisconsin
$3.72M +$462K +8,328 +14%
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$3.71M +$191K +3,434 +5%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$3.66M +$632K +11,400 +21%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.64M – – –
RJA
44
Raymond James & Associates
Florida
$2.91M +$39.2K +707 +1%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$2.88M -$119K -2,142 -4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.8M +$1.25M +22,555 +81%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$2.7M -$418K -7,539 -13%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$2.68M +$1.92M +34,654 +255%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.6M +$106K +1,913 +4%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$2.51M +$44.4K +800 +2%
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