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Helios Technologies
HLIO

Overview Fund Activity

111 hedge funds and large institutions have $764M invested in Helios Technologies in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
36
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$164M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$15.6M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$43.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.6M
5
MSA
5
Mason Street Advisors
Wisconsin
$4.71M

Top Sellers

1
CM
1
CS McKee
Pennsylvania
$18.7M
2
CRCP
2
Copper Rock Capital Partners
Massachusetts
$2.24M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.02M
4
SB
4
Suntrust Banks
Georgia
$5.71M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
51
STRS Ohio
Ohio
$976K -$127K -3,100 -11%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$899K – – –
CS
53
Credit Suisse
Switzerland
$874K +$454K +11,113 +108%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$864K -$44.5K -1,089 -5%
JGUA
55
John G. Ullman & Associates
New York
$826K -$8.16K -200 -1%
PPA
56
Parametric Portfolio Associates
Washington
$801K -$15K -367 -2%
Swiss National Bank
57
Swiss National Bank
Switzerland
$772K +$172K +4,200 +29%
TRSOTSOK
58
Teachers Retirement System of the State of Kentucky
Kentucky
$693K -$33.9K -830 -5%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$690K – – –
B
60
Baird
Wisconsin
$672K -$41 -1 -0%
BG
61
BlackRock Group
United Kingdom
$642K +$63.8K +1,564 +11%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$583K +$17.2K +420 +3%
BA
63
BlackRock Advisors
Delaware
$582K +$34.5K +845 +6%
AIG
64
American International Group
New York
$582K -$5.84K -143 -1%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$568K – – –
Truist Financial
66
Truist Financial
North Carolina
$535K -$2.66K -65 -0.5%
ZCM
67
Zebra Capital Management
Connecticut
$524K +$92.4K +2,262 +21%
NPIT
68
National Penn Investors Trust
Pennsylvania
$493K -$10.4K -255 -2%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$489K – – –
1GA
70
1st Global Advisors
Texas
$470K +$54.2K +1,328 +13%
AQR Capital Management
71
AQR Capital Management
Connecticut
$453K – – –
Deutsche Bank
72
Deutsche Bank
Germany
$438K -$888K -21,846 -67%
BWP
73
Baldwin Wealth Partners
Massachusetts
$428K – – –
PAM
74
Paradigm Asset Management
New York
$351K +$351K +8,600 New
SAM
75
Symphony Asset Management
California
$338K -$395K -9,692 -54%
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