HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

127 hedge funds and large institutions have $1.33B invested in Helios Technologies in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-12
Holders Change %
-8.63%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
49
Reduced
37
Closed
21
Calls
$481K
Puts
$1.04M
Net Calls
-$559K
Net Calls Change
-$1.56M

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$276M
2
WA
2
Wasatch Advisors
Utah
$112M
3
BlackRock
3
BlackRock
New York
$90.7M
4
FAM
4
Fred Alger Management
New York
$35.8M
5
BAMCO Inc
5
BAMCO Inc
New York
$17.8M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
LCM
2
Laurion Capital Management
New York
$3.98M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$4.61M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
51
Isthmus Partners
Wisconsin
$1.08M +$24.2K +503 +2%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M +$45.6K +947 +5%
AIG
53
American International Group
New York
$898K +$50.2K +1,041 +6%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$877K +$30.4K +630 +4%
Brown Advisory
55
Brown Advisory
Maryland
$856K – – –
CYG
56
Clean Yield Group
Vermont
$849K -$36.6K -760 -4%
Invesco
57
Invesco
Georgia
$737K +$6.26K +130 +0.9%
TD Asset Management
58
TD Asset Management
Ontario, Canada
$730K +$38.6K +800 +6%
Wells Fargo
59
Wells Fargo
California
$647K -$53.4K -1,108 -8%
Principal Financial Group
60
Principal Financial Group
Iowa
$616K +$264K +5,480 +75%
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$608K – – –
MIM
62
MetLife Investment Management
New Jersey
$599K – – –
CB
63
Commerce Bank
Missouri
$593K -$3.13K -65 -0.5%
BWP
64
Baldwin Wealth Partners
Massachusetts
$578K – – –
VOYA Investment Management
65
VOYA Investment Management
Georgia
$519K – – –
Legal & General Group
66
Legal & General Group
United Kingdom
$499K -$14.6K -304 -3%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$449K -$6.03K -125 -1%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$438K +$17.1K +355 +4%
AQR Capital Management
69
AQR Capital Management
Connecticut
$433K – – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$403K +$21.4K +444 +6%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$400K +$12.9K +267 +3%
US Bancorp
72
US Bancorp
Minnesota
$386K -$11.4K -237 -3%
RJA
73
Raymond James & Associates
Florida
$385K +$72.3K +1,500 +23%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$376K +$376K +7,802 New
BFM
75
Boothbay Fund Management
New York
$349K – – –
1 2
3
4 5