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Helios Technologies
HLIO

Overview Fund Activity

179 hedge funds and large institutions have $1.38B invested in Helios Technologies in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
54
Reduced
62
Closed
21
Calls
$40K
Puts
$1.19M
Net Calls
-$1.15M
Net Calls Change
-$414K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$147M
2
WA
2
Wasatch Advisors
Utah
$186M
3
Bank of America
3
Bank of America
North Carolina
$29.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$16.7M
5
KTA
5
Keeley-Teton Advisors
Illinois
$3.29M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41M
2
BCM
2
Brown Capital Management
Maryland
$101M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.1M
4
TCM
4
Tributary Capital Management
Nebraska
$0
5
BlackRock
5
BlackRock
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$6.23M -$150K -3,359 -2%
Comerica Bank
27
Comerica Bank
Texas
$6.23M -$298K -6,670 -5%
Two Sigma Investments
28
Two Sigma Investments
New York
$6.12M +$3.26M +73,004 +114%
Morgan Stanley
29
Morgan Stanley
New York
$6.1M -$9.93M -222,287 -62%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$5.67M +$2.07M +46,300 +57%
Citadel Advisors
31
Citadel Advisors
Florida
$5.64M -$923K -20,645 -14%
SEI Investments
32
SEI Investments
Pennsylvania
$5.23M +$724K +16,204 +16%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$5.09M +$2M +44,724 +65%
PCM
34
Penn Capital Management
Pennsylvania
$4.64M +$2.91M +65,210 +169%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.36M -$315K -7,044 -7%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$4.27M +$677K +15,138 +19%
Goldman Sachs
37
Goldman Sachs
New York
$4.17M +$2.93M +65,558 +236%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$3.91M – – –
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$3.67M +$2.59M +57,961 +239%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$3.6M -$19.1K -427 -0.5%
SI
41
Sapience Investments
California
$3.38M -$618K -13,830 -15%
KTA
42
Keeley-Teton Advisors
Illinois
$3.29M +$3.29M +73,691 New
KCM
43
Kennedy Capital Management
Missouri
$3.22M -$1.1M -24,562 -25%
Luther King Capital Management (LKCM)
44
Luther King Capital Management (LKCM)
Texas
$2.99M -$223 -5 -0%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$2.92M – – –
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.91M – – –
IP
47
Isthmus Partners
Wisconsin
$2.82M +$1.11M +24,773 +65%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.7M -$234K -5,226 -8%
AACP
49
Advantage Alpha Capital Partners
California
$2.63M +$755K +16,890 +40%
Renaissance Technologies
50
Renaissance Technologies
New York
$2.49M +$2.49M +55,675 New
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