HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

112 hedge funds and large institutions have $1.29B invested in Helios Technologies in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
45
Reduced
37
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$55K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$157M
2
EAM
2
Eagle Asset Management
Florida
$5.33M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$112M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.42M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.08M

Top Sellers

1
RA
1
Royce & Associates
New York
$67.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$1.15M
3
BCM
3
Brown Capital Management
Maryland
$265M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.02M
5
Wells Fargo
5
Wells Fargo
California
$910K
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$885K +$97.1K +2,100 +12%
AIG
52
American International Group
New York
$848K -$7.17K -155 -0.8%
VDBMI
53
Van Den Berg Management I
Texas
$841K – – –
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$822K -$22.1K -479 -3%
Brown Advisory
55
Brown Advisory
Maryland
$822K – – –
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$798K – – –
SEI Investments
57
SEI Investments
Pennsylvania
$740K +$740K +16,006 New
VOYA Investment Management
58
VOYA Investment Management
Georgia
$661K +$108K +2,328 +19%
CYG
59
Clean Yield Group
Vermont
$620K -$6.85K -148 -1%
MIM
60
MetLife Investment Management
New Jersey
$575K – – –
Citigroup
61
Citigroup
New York
$568K +$152K +3,295 +37%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$556K – – –
RJA
63
Raymond James & Associates
Florida
$518K +$71.3K +1,543 +16%
Deutsche Bank
64
Deutsche Bank
Germany
$498K +$103K +2,227 +26%
JGUA
65
John G. Ullman & Associates
New York
$485K +$64.7K +1,400 +15%
BWP
66
Baldwin Wealth Partners
Massachusetts
$468K – – –
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$465K -$340K -7,359 -42%
OAM
68
Oppenheimer Asset Management
New York
$430K +$17.2K +373 +4%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$405K -$15.9K -345 -4%
Millennium Management
70
Millennium Management
New York
$361K +$361K +7,809 New
Victory Capital Management
71
Victory Capital Management
Texas
$349K +$113K +2,436 +48%
CB
72
Commerce Bank
Missouri
$338K -$78.9K -1,710 -19%
ACP
73
Aviance Capital Partners
Florida
$328K – – –
P
74
Pitcairn
Pennsylvania
$326K -$11.2K -241 -3%
Truist Financial
75
Truist Financial
North Carolina
$313K +$31.2K +675 +11%
1 2
3
4 5