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Helios Technologies
HLIO

Overview Fund Activity

127 hedge funds and large institutions have $1.43B invested in Helios Technologies in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
20
Increased
40
Reduced
42
Closed
15
Calls
$524K
Puts
$58K
Net Calls
+$466K
Net Calls Change
-$1.62M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$95.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17.1M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$79.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$7.76M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$241K
3
BCM
3
Brown Capital Management
Maryland
$257M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
RA
5
Royce & Associates
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.38M -$1.38M -21,314 -50%
Invesco
52
Invesco
Georgia
$1.38M +$50.7K +784 +4%
Comerica Bank
53
Comerica Bank
Texas
$1.34M +$617K +9,100 +85%
Citadel Advisors
54
Citadel Advisors
Florida
$1.16M -$753K -11,642 -39%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.16M -$7.37K -114 -0.6%
Brown Advisory
56
Brown Advisory
Maryland
$1.15M – – –
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$1.14M -$217K -3,350 -16%
AIG
58
American International Group
New York
$1.03M +$4.79K +74 +0.5%
BUB
59
BBVA USA Bancshares
Texas
$902K -$138K -2,126 -13%
Wells Fargo
60
Wells Fargo
California
$896K -$362K -5,589 -29%
UBS AM
61
UBS AM
Illinois
$852K +$470K +7,265 +123%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$823K – – –
VOYA Investment Management
63
VOYA Investment Management
Georgia
$710K -$16K -247 -2%
MIM
64
MetLife Investment Management
New Jersey
$683K +$683K +10,558 New
CB
65
Commerce Bank
Missouri
$664K -$2.27K -35 -0.3%
BWP
66
Baldwin Wealth Partners
Massachusetts
$655K – – –
US Bancorp
67
US Bancorp
Minnesota
$560K -$56.1K -867 -9%
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$543K +$543K +8,394 New
AQR Capital Management
69
AQR Capital Management
Connecticut
$490K +$115K +1,772 +31%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$480K +$338K +5,215 +237%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$479K +$479K +7,402 New
ACP
72
Aviance Capital Partners
Florida
$458K – – –
RJA
73
Raymond James & Associates
Florida
$447K +$56.8K +878 +15%
HighTower Advisors
74
HighTower Advisors
Illinois
$447K +$447K +6,879 New
Truist Financial
75
Truist Financial
North Carolina
$442K -$109K -1,693 -20%
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3
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