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Helios Technologies
HLIO

Overview Fund Activity

134 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
134
Holders Change
+18
Holders Change %
+15.52%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
47
Reduced
36
Closed
6
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.31M

Top Buyers

1
Invesco
1
Invesco
Georgia
$20.9M
2
FAM
2
Fred Alger Management
New York
$10.2M
3
WA
3
Wasatch Advisors
Utah
$256M
4
BlackRock
4
BlackRock
New York
$115M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$141M

Top Sellers

1
SBF
1
Sara-Bay Financial
Florida
$54.9M
2
AAM
2
ACK Asset Management
Connecticut
$0
3
PCM
3
Penn Capital Management
Pennsylvania
$0
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$2.56M
5
Norges Bank
5
Norges Bank
Norway
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
51
Isthmus Partners
Wisconsin
$1.67M -$35.6K -669 -2%
MWNA
52
Marshall Wace North America
New York
$1.67M -$192K -3,602 -10%
Morgan Stanley
53
Morgan Stanley
New York
$1.5M +$1.04M +19,617 +230%
PPA
54
Parametric Portfolio Associates
Washington
$1.45M -$362K -6,788 -20%
UBS AM
55
UBS AM
Illinois
$1.33M +$63.9K +1,200 +5%
Deutsche Bank
56
Deutsche Bank
Germany
$1.32M -$159K -2,984 -11%
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$1.3M – – –
OAM
58
Oppenheimer Asset Management
New York
$1.17M -$23.5K -440 -2%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$1.04M +$473K +8,873 +83%
ECM
60
EMC Capital Management
Texas
$1.03M +$1.03M +19,295 New
IMOV
61
Investment Management of Virginia
Virginia
$1.01M – – –
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$997K +$58.3K +1,095 +6%
Brown Advisory
63
Brown Advisory
Maryland
$947K – – –
Principal Financial Group
64
Principal Financial Group
Iowa
$930K +$930K +17,436 New
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$885K -$6.93K -130 -0.8%
Legal & General Group
66
Legal & General Group
United Kingdom
$881K +$9.11K +171 +1%
AQR Capital Management
67
AQR Capital Management
Connecticut
$872K +$332K +6,224 +61%
RJA
68
Raymond James & Associates
Florida
$740K +$27.3K +512 +4%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$718K +$178K +3,344 +33%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$699K -$616K -11,555 -47%
CYG
71
Clean Yield Group
Vermont
$697K – – –
Barclays
72
Barclays
United Kingdom
$678K -$224K -4,201 -25%
MIM
73
MetLife Investment Management
New Jersey
$662K – – –
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$637K +$32K +600 +5%
CB
75
Commerce Bank
Missouri
$581K +$67.7K +1,270 +13%
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3
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