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Helios Technologies
HLIO

Overview Fund Activity

107 hedge funds and large institutions have $1.07B invested in Helios Technologies in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$10.8M
2
WA
2
Wasatch Advisors
Utah
$135M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.4M
4
EAM
4
Eagle Asset Management
Florida
$7.11M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$16.7M

Top Sellers

1
RA
1
Royce & Associates
New York
$50.4M
2
BAMCO Inc
2
BAMCO Inc
New York
$31.9M
3
BCM
3
Brown Capital Management
Maryland
$215M
4
BlackRock
4
BlackRock
New York
$74.9M
5
Norges Bank
5
Norges Bank
Norway
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$658K 17,342 -1,003 -5%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$655K 17,265 – –
Wells Fargo
53
Wells Fargo
California
$619K 16,318 -3,371 -17%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$555K 14,647 +345 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$551K 14,531 -7,112 -33%
Barclays
56
Barclays
United Kingdom
$543K 14,332 -14,979 -51%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$538K 14,169 -17,403 -55%
OAM
58
Oppenheimer Asset Management
New York
$515K 13,558 +4,253 +46%
CYG
59
Clean Yield Group
Vermont
$505K 13,329 -75 -0.6%
MIM
60
MetLife Investment Management
New Jersey
$471K 12,428 – –
Victory Capital Management
61
Victory Capital Management
Texas
$446K 11,766 +4,216 +56%
SG Americas Securities
62
SG Americas Securities
New York
$421K 11,090 +7,939 +252%
RJA
63
Raymond James & Associates
Florida
$405K 10,670 -543 -5%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$401K 10,568 +10,568 New
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$393K 10,360 -1,660 -14%
BWP
66
Baldwin Wealth Partners
Massachusetts
$384K 10,132 – –
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$370K 9,746 +4,759 +95%
AIC
68
Ameritas Investment Company
Nebraska
$344K 10,533 +10,533 New
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$332K 8,755 – –
Citigroup
70
Citigroup
New York
$322K 8,491 -3,802 -31%
Morgan Stanley
71
Morgan Stanley
New York
$316K 8,341 -36,658 -81%
CB
72
Commerce Bank
Missouri
$276K 7,280 -45 -0.6%
ACP
73
Aviance Capital Partners
Florida
$269K 7,087 – –
JGUA
74
John G. Ullman & Associates
New York
$265K 7,000 -3,500 -33%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$263K 6,925 +441 +7%
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3
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