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Helios Technologies
HLIO

Overview Fund Activity

128 hedge funds and large institutions have $1.55B invested in Helios Technologies in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
40
Reduced
41
Closed
15
Calls
$219K
Puts
$1.05M
Net Calls
-$832K
Net Calls Change
-$273K

Top Buyers

1
WA
Wasatch Advisors
Utah
$146M
2
BAMCO Inc
BAMCO Inc
New York
$33.7M
3
CCA
Conestoga Capital Advisors
Pennsylvania
$77.8M
4
FAM
Fred Alger Management
New York
$47.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$137M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$24.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$115M
3
RCMC
RK Capital Management (Colorado)
Colorado
$0
4
LCM
Laurion Capital Management
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M -$143K -2,602 -12%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$997K – – –
PG
53
Pendal Group
Australia
$996K +$996K +18,174 New
Brown Advisory
54
Brown Advisory
Maryland
$974K – – –
TD Asset Management
55
TD Asset Management
Ontario, Canada
$950K +$120K +2,200 +15%
Principal Financial Group
56
Principal Financial Group
Iowa
$938K +$238K +4,353 +34%
CYG
57
Clean Yield Group
Vermont
$875K -$90.4K -1,650 -9%
Invesco
58
Invesco
Georgia
$843K +$4.87K +89 +0.6%
Wells Fargo
59
Wells Fargo
California
$783K +$48.1K +879 +7%
First Trust Advisors
60
First Trust Advisors
Illinois
$705K -$1.28M -23,304 -64%
MWNA
61
Marshall Wace North America
New York
$699K +$699K +12,761 New
MIM
62
MetLife Investment Management
New Jersey
$681K – – –
CB
63
Commerce Bank
Missouri
$666K -$7.67K -140 -1%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$658K -$32.8K -600 -5%
BWP
65
Baldwin Wealth Partners
Massachusetts
$657K – – –
Barclays
66
Barclays
United Kingdom
$606K +$491K +8,970 +429%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$589K – – –
Legal & General Group
68
Legal & General Group
United Kingdom
$554K -$13.3K -242 -2%
UBS AM
69
UBS AM
Illinois
$538K +$215K +3,930 +67%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$500K +$44.8K +817 +10%
Victory Capital Management
71
Victory Capital Management
Texas
$495K +$181K +3,302 +58%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$481K -$16.8K -307 -3%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$467K +$154K +2,810 +49%
Millennium Management
74
Millennium Management
New York
$415K +$415K +7,582 New
BCM
75
BlueCrest Capital Management
Jersey
$413K +$413K +7,534 New
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