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Helios Technologies
HLIO

Overview Fund Activity

113 hedge funds and large institutions have $1.28B invested in Helios Technologies in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
32
Reduced
37
Closed
12
Calls
$1.08M
Puts
$3.93M
Net Calls
-$2.85M
Net Calls Change
-$2.91M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$143M
2
BAMCO Inc
2
BAMCO Inc
New York
$40.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$113M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$122M
5
DDC
5
DF Dent & Co
Maryland
$4.28M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$16K
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
GKIM
3
GW&K Investment Management
Massachusetts
$22.9M
4
RA
4
Royce & Associates
New York
$92.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.19M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$751K 16,148 -1,300 -7%
Wells Fargo
52
Wells Fargo
California
$750K 16,107 -1,324 -8%
UBS AM
53
UBS AM
Illinois
$714K 15,357 +15,357 New
CYG
54
Clean Yield Group
Vermont
$637K 13,702 -1,450 -10%
Legal & General Group
55
Legal & General Group
United Kingdom
$632K 13,590 +138 +1%
ARTA
56
A.R.T. Advisors
New York
$628K 13,508 +13,508 New
VDBMI
57
Van Den Berg Management I
Texas
$613K 13,190 – –
MIM
58
MetLife Investment Management
New Jersey
$578K 12,428 – –
ZIM
59
Zacks Investment Management
Illinois
$560K 12,030 +12,030 New
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$559K 12,020 – –
BWP
61
Baldwin Wealth Partners
Massachusetts
$558K 12,000 – –
Morgan Stanley
62
Morgan Stanley
New York
$545K 11,730 -39,746 -77%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$541K 11,633 – –
First Trust Advisors
64
First Trust Advisors
Illinois
$536K 11,515 -33,136 -74%
AIC
65
Ameritas Investment Company
Nebraska
$536K 11,533 +11,533 New
Deutsche Bank
66
Deutsche Bank
Germany
$464K 10,058 -10,824 -52%
CB
67
Commerce Bank
Missouri
$422K 9,085 -1,835 -17%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$409K 8,792 -328 -4%
Citigroup
69
Citigroup
New York
$384K 8,264 +2 +0%
OAM
70
Oppenheimer Asset Management
New York
$378K 8,128 +613 +8%
ACP
71
Aviance Capital Partners
Florida
$330K 7,087 – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$327K 7,027 -2,361 -25%
Truist Financial
73
Truist Financial
North Carolina
$322K 6,927 -55 -0.8%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$310K 6,663 +6,010 +920%
LPL Financial
75
LPL Financial
California
$299K 6,283 +103 +2%
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