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Helios Technologies
HLIO

Overview Fund Activity

121 hedge funds and large institutions have $1.05B invested in Helios Technologies in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+14
Holders Change %
+13.08%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
47
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$114M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$21.5M
4
AAM
4
ACK Asset Management
Connecticut
$9.59M
5
PCM
5
Penn Capital Management
Pennsylvania
$8.04M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$105M
2
BAMCO Inc
2
BAMCO Inc
New York
$8.57M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$17.3M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
RA
5
Royce & Associates
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWNA
51
Marshall Wace North America
New York
$951K +$951K +25,555 New
Invesco
52
Invesco
Georgia
$939K -$99.5K -2,673 -10%
Deutsche Bank
53
Deutsche Bank
Germany
$935K +$35K +940 +4%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$913K +$520K +13,953 +132%
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
$909K +$909K +24,400 New
UBS AM
56
UBS AM
Illinois
$898K -$145K -3,880 -14%
CS
57
Credit Suisse
Switzerland
$889K +$21.4K +574 +2%
Barclays
58
Barclays
United Kingdom
$779K +$246K +6,602 +46%
OAM
59
Oppenheimer Asset Management
New York
$758K +$253K +6,798 +50%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$722K +$722K +19,391 New
IMOV
61
Investment Management of Virginia
Virginia
$709K +$1.3K +35 +0.2%
AIG
62
American International Group
New York
$669K +$23.4K +628 +4%
Brown Advisory
63
Brown Advisory
Maryland
$662K – – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$661K -$36.4K -970 -5%
Legal & General Group
65
Legal & General Group
United Kingdom
$653K -$16.8K -452 -3%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$623K -$19.7K -530 -3%
SG Americas Securities
67
SG Americas Securities
New York
$578K +$165K +4,416 +40%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$531K +$293K +7,868 +123%
CYG
69
Clean Yield Group
Vermont
$487K -$9.31K -250 -2%
RJA
70
Raymond James & Associates
Florida
$481K +$83.6K +2,246 +21%
DA
71
Duality Advisers
Florida
$474K +$474K +12,714 New
MIM
72
MetLife Investment Management
New Jersey
$463K – – –
CSS
73
Cubist Systematic Strategies
Connecticut
$456K +$456K +12,254 New
Squarepoint
74
Squarepoint
New York
$443K +$443K +11,898 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$397K -$130K -3,490 -25%
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3
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