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Helios Technologies
HLIO

Overview Fund Activity

166 hedge funds and large institutions have $1.42B invested in Helios Technologies in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 21 closing their positions.

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
59
Reduced
48
Closed
21
Calls
$558K
Puts
$1.3M
Net Calls
-$739K
Net Calls Change
-$1.02M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$114M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
BlackRock
3
BlackRock
New York
$109M
4
BCM
4
Brown Capital Management
Maryland
$141M
5
Millennium Management
5
Millennium Management
New York
$8.95M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$95.5M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$634K
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$6.66M 146,901 +131,218 +837%
Comerica Bank
27
Comerica Bank
Texas
$6.62M 146,065 -5,183 -3%
Ameriprise
28
Ameriprise
Minnesota
$6.47M 142,764 -119,737 -46%
GIP
29
Granite Investment Partners
California
$6.31M 139,044 -82,007 -37%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$5.29M 116,716 +116,716 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.75M 104,647 -291,155 -74%
SEI Investments
32
SEI Investments
Pennsylvania
$4.57M 100,828 +2,336 +2%
KCM
33
Kennedy Capital Management
Missouri
$4.38M 96,522 -23,026 -19%
SI
34
Sapience Investments
California
$4.06M 89,432 +590 +0.7%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$3.97M 87,464 +1,211 +1%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$3.67M 80,913 -14,781 -15%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$3.66M 80,600 +14,700 +22%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$3.64M 80,302 +31,564 +65%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$3.14M 69,219 +53,133 +330%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$3.03M 66,912 -27 -0%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.98M 65,689 – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.97M 65,508 +15,037 +30%
State of New Jersey Common Pension Fund D
43
State of New Jersey Common Pension Fund D
New Jersey
$2.96M 65,374 +22,179 +51%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.95M 65,100 -6,700 -9%
Two Sigma Investments
45
Two Sigma Investments
New York
$2.9M 64,018 +38,993 +156%
Barclays
46
Barclays
United Kingdom
$2.56M 56,367 +56,367 New
UBS Group
47
UBS Group
Switzerland
$2.31M 50,994 +22,498 +79%
RJA
48
Raymond James & Associates
Florida
$2.2M 48,592 -3,867 -7%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$2.19M 48,250 +13,554 +39%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$2.12M 46,806 -142 -0.3%
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