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Helios Technologies
HLIO

Overview Fund Activity

114 hedge funds and large institutions have $778M invested in Helios Technologies in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
48
Reduced
36
Closed
8
Calls
$160K
Puts
$61K
Net Calls
+$99K
Net Calls Change
+$165K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$9.3M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$24.8M
3
RA
3
Royce & Associates
New York
$104M
4
Wells Fargo
4
Wells Fargo
California
$5.11M
5
Ameriprise
5
Ameriprise
Minnesota
$5.98M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$144M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.8M
3
BIT
3
BlackRock Institutional Trust
California
$22.6M
4
RJA
4
Raymond James & Associates
Florida
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
51
Loomis, Sayles & Company
Massachusetts
$797K -$27.4K -719 -3%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$797K – – –
PPA
53
Parametric Portfolio Associates
Washington
$795K +$8.88K +233 +1%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$781K +$351K +9,200 +82%
WBC
55
Westpac Banking Corp
Australia
$770K +$471K +12,350 +157%
CS
56
Credit Suisse
Switzerland
$616K +$213K +5,599 +53%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$612K -$32.9K -863 -5%
EIA
58
Edgemoor Investment Advisors
Maryland
$604K – – –
IP
59
Isthmus Partners
Wisconsin
$600K +$21.2K +555 +4%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$586K +$4.34K +114 +0.7%
ZCM
61
Zebra Capital Management
Connecticut
$576K -$59.8K -1,568 -9%
BG
62
BlackRock Group
United Kingdom
$575K +$118K +3,095 +26%
BA
63
BlackRock Advisors
Delaware
$570K +$24.6K +647 +5%
AIG
64
American International Group
New York
$538K +$4.61K +121 +0.9%
AA
65
ALPS Advisors
Colorado
$510K +$7.93K +208 +2%
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$495K -$3.81K -100 -0.8%
TC
67
TFS Capital
Pennsylvania
$485K +$485K +12,728 New
Bank of America
68
Bank of America
North Carolina
$464K +$2.78K +73 +0.6%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$456K – – –
Morgan Stanley
70
Morgan Stanley
New York
$448K -$94.2K -2,470 -17%
Invesco
71
Invesco
Georgia
$426K +$90.5K +2,373 +27%
Goldman Sachs
72
Goldman Sachs
New York
$425K -$558K -14,661 -57%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$398K +$199K +5,234 +100%
BWP
74
Baldwin Wealth Partners
Massachusetts
$388K – – –
HighTower Advisors
75
HighTower Advisors
Illinois
$372K +$372K +9,775 New
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3
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