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Helios Technologies
HLIO

Overview Fund Activity

104 hedge funds and large institutions have $940M invested in Helios Technologies in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 32 closing their positions.

Holders
104
Holders Change
-24
Holders Change %
-18.75%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
46
Reduced
26
Closed
32
Calls
$82K
Puts
$16K
Net Calls
+$66K
Net Calls Change
+$898K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77.3M
2
WA
2
Wasatch Advisors
Utah
$96.3M
3
BAMCO Inc
3
BAMCO Inc
New York
$25.7M
4
BlackRock
4
BlackRock
New York
$66M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$22M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$9.37M
3
RA
3
Royce & Associates
New York
$70.5M
4
KCM
4
Kornitzer Capital Management
Kansas
$0
5
CVA
5
Ceredex Value Advisors
Florida
$8.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
51
Brown Advisory
Maryland
$590K 17,773 – –
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$585K 17,645 -1,161 -6%
Invesco
53
Invesco
Georgia
$581K 17,518 +2,125 +14%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$579K 17,448 +100 +0.6%
Wells Fargo
55
Wells Fargo
California
$578K 17,431 +3,134 +22%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$547K 16,494 +10,201 +162%
CYG
57
Clean Yield Group
Vermont
$503K 15,152 -815 -5%
Legal & General Group
58
Legal & General Group
United Kingdom
$447K 13,452 +3,335 +33%
VDBMI
59
Van Den Berg Management I
Texas
$438K 13,190 +13,190 New
MIM
60
MetLife Investment Management
New Jersey
$412K 12,428 – –
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$399K 12,020 – –
BWP
62
Baldwin Wealth Partners
Massachusetts
$398K 12,000 – –
VOYA Investment Management
63
VOYA Investment Management
Georgia
$386K 11,633 +873 +8%
CB
64
Commerce Bank
Missouri
$362K 10,920 -1,245 -10%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$312K 9,388 +266 +3%
Victory Capital Management
66
Victory Capital Management
Texas
$312K 9,402 +366 +4%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$303K 9,120 +332 +4%
Citadel Advisors
68
Citadel Advisors
Florida
$274K 8,259 -17,313 -68%
Citigroup
69
Citigroup
New York
$274K 8,262 +4,842 +142%
OAM
70
Oppenheimer Asset Management
New York
$250K 7,515 +428 +6%
ACP
71
Aviance Capital Partners
Florida
$235K 7,087 – –
Truist Financial
72
Truist Financial
North Carolina
$232K 6,982 +550 +9%
LPL Financial
73
LPL Financial
California
$205K 6,180 +113 +2%
Public Employees Retirement Association of Colorado
74
Public Employees Retirement Association of Colorado
Colorado
$187K 5,639 – –
US Bancorp
75
US Bancorp
Minnesota
$153K 4,604 -1,289 -22%
1 2
3
4 5