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Helios Technologies
HLIO

Overview Fund Activity

112 hedge funds and large institutions have $685M invested in Helios Technologies in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
50
Reduced
30
Closed
10
Calls
–
Puts
$385K
Net Calls
-$385K
Net Calls Change
+$176K

Top Buyers

1
FAM
1
Fred Alger Management
New York
$17.1M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$22.5M
3
BCM
3
Brown Capital Management
Maryland
$136M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.11M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$17.4M

Top Sellers

1
RA
1
Royce & Associates
New York
$80.3M
2
GAM
2
Gotham Asset Management
New York
$356K
3
CM
3
CS McKee
Pennsylvania
$2.23M
4
Ameriprise
4
Ameriprise
Minnesota
$4.99M
5
SCP
5
Scoria Capital Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$694K – – –
FM
52
Forward Management
California
$689K +$54.8K +1,652 +9%
CS
53
Credit Suisse
Switzerland
$680K +$283K +8,523 +71%
Morgan Stanley
54
Morgan Stanley
New York
$679K -$617K -18,572 -48%
Goldman Sachs
55
Goldman Sachs
New York
$656K +$365K +10,979 +125%
BG
56
BlackRock Group
United Kingdom
$645K +$101K +3,048 +19%
PPA
57
Parametric Portfolio Associates
Washington
$608K -$45.2K -1,362 -7%
IP
58
Isthmus Partners
Wisconsin
$596K +$11.6K +351 +2%
Brown Advisory
59
Brown Advisory
Maryland
$590K +$590K +17,773 New
TD Asset Management
60
TD Asset Management
Ontario, Canada
$563K +$6.64K +200 +1%
Citigroup
61
Citigroup
New York
$553K +$191K +5,746 +53%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$533K – – –
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$516K +$1.94K +58 +0.4%
ZCM
64
Zebra Capital Management
Connecticut
$475K +$68.3K +2,059 +17%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$451K -$10.8K -324 -2%
CG
66
Clinton Group
New York
$450K +$86K +2,593 +24%
AIG
67
American International Group
New York
$442K – – –
HighTower Advisors
68
HighTower Advisors
Illinois
$437K +$19.9K +605 +5%
Invesco
69
Invesco
Georgia
$435K +$48.3K +1,455 +12%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$431K -$23.2K -700 -5%
BUB
71
BBVA USA Bancshares
Texas
$389K +$47.4K +1,433 +14%
AAM
72
Advisors Asset Management
Colorado
$367K -$13K -391 -3%
GAM
73
Gotham Asset Management
New York
$356K -$3.07M -92,516 -90%
BA
74
BlackRock Advisors
Delaware
$349K +$27K +813 +8%
BWP
75
Baldwin Wealth Partners
Massachusetts
$338K – – –
1 2
3
4 5