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Helios Technologies
HLIO

Overview Fund Activity

157 hedge funds and large institutions have $2.43B invested in Helios Technologies in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
54
Reduced
54
Closed
11
Calls
$435K
Puts
–
Net Calls
+$435K
Net Calls Change
+$30K

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$52.9M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$39M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$123M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$227M
5
Charles Schwab
5
Charles Schwab
California
$20.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$226M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$49.2M
3
BAMCO Inc
3
BAMCO Inc
New York
$17.6M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
RA
5
Royce & Associates
New York
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2.68M -$3.11M -37,852 -54%
IP
52
Isthmus Partners
Wisconsin
$2.49M -$10.7K -130 -0.4%
Citadel Advisors
53
Citadel Advisors
Florida
$2.45M -$102K -1,242 -4%
Principal Financial Group
54
Principal Financial Group
Iowa
$2.34M +$120K +1,458 +5%
Legal & General Group
55
Legal & General Group
United Kingdom
$2.09M +$489K +5,960 +31%
CS
56
Credit Suisse
Switzerland
$1.96M +$373K +4,543 +23%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$1.95M -$125K -1,527 -6%
Deutsche Bank
58
Deutsche Bank
Germany
$1.93M +$164K +1,998 +9%
OAM
59
Oppenheimer Asset Management
New York
$1.79M +$100K +1,223 +6%
Wells Fargo
60
Wells Fargo
California
$1.72M +$635K +7,740 +59%
Millennium Management
61
Millennium Management
New York
$1.65M +$249K +3,033 +18%
ECM
62
EMC Capital Management
Texas
$1.54M – – –
IMOV
63
Investment Management of Virginia
Virginia
$1.54M – – –
AIG
64
American International Group
New York
$1.45M -$34.6K -421 -2%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37M -$143K -1,746 -9%
Goldman Sachs
66
Goldman Sachs
New York
$1.32M -$349K -4,252 -21%
Barclays
67
Barclays
United Kingdom
$1.21M +$819K +9,971 +208%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$1.12M – – –
HIM
69
Hillsdale Investment Management
Ontario, Canada
$1.12M -$123K -1,500 -10%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$1.07M +$13.7K +167 +1%
CYG
71
Clean Yield Group
Vermont
$1.06M – – –
CA
72
CSM Advisors
Pennsylvania
$1.02M – – –
Brown Advisory
73
Brown Advisory
Maryland
$1.01M -$287K -3,500 -22%
SG Americas Securities
74
SG Americas Securities
New York
$971K +$971K +11,831 New
MIM
75
MetLife Investment Management
New Jersey
$921K -$99K -1,206 -10%
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