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Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.46B invested in Helios Technologies in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 23 closing their positions.

Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
72
Reduced
48
Closed
23
Calls
$308K
Puts
$27K
Net Calls
+$281K
Net Calls Change
+$305K

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$32.2M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$88.7M
3
SBF
3
Sara-Bay Financial
Florida
$54.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$11.1M
5
UBS Group
5
UBS Group
Switzerland
$7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$65.3M
2
BCM
2
Brown Capital Management
Maryland
$68.3M
3
FCM
3
Frontier Capital Management
Massachusetts
$8.07M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$11M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$11.1M +$8.74M +195,779 +363%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$11M -$3.45M -77,559 -24%
Diamond Hill Capital Management
28
Diamond Hill Capital Management
Ohio
$10.3M -$2.42M -54,130 -19%
CVA
29
Ceredex Value Advisors
Florida
$9.82M +$5.89M +132,007 +150%
SEI Investments
30
SEI Investments
Pennsylvania
$8.36M +$456K +10,225 +6%
SAM
31
Silvercrest Asset Management
New York
$8.28M -$42K -940 -0.5%
FCM
32
Frontier Capital Management
Massachusetts
$8.07M -$5.15M -115,401 -39%
Raymond James Financial
33
Raymond James Financial
Florida
$7.7M +$7.7M +172,389 New
Comerica Bank
34
Comerica Bank
Texas
$7.21M +$94.5K +2,117 +1%
Ameriprise
35
Ameriprise
Minnesota
$7.03M +$1.01M +22,680 +17%
UBS Group
36
UBS Group
Switzerland
$7M +$5.95M +133,275 +568%
KTA
37
Keeley-Teton Advisors
Illinois
$6.81M -$146K -3,277 -2%
Morgan Stanley
38
Morgan Stanley
New York
$6.75M -$895K -20,054 -12%
GIP
39
Granite Investment Partners
California
$6.24M -$1.11M -24,814 -15%
Goldman Sachs
40
Goldman Sachs
New York
$5.62M +$193K +4,331 +4%
Two Sigma Investments
41
Two Sigma Investments
New York
$5.2M -$37.5K -841 -0.7%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$5.16M +$2.5M +56,113 +94%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$4.17M +$2.6M +58,282 +166%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3.97M -$119K -2,668 -3%
Marshall Wace
45
Marshall Wace
United Kingdom
$3.95M -$1.22M -27,284 -24%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$3.85M -$49.8K -1,116 -1%
Norges Bank
47
Norges Bank
Norway
$3.85M +$3.85M +86,297 New
Two Sigma Advisers
48
Two Sigma Advisers
New York
$3.76M -$210K -4,700 -5%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$3.16M +$13K +291 +0.4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.91M – – –
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