HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

180 hedge funds and large institutions have $3.1B invested in Helios Technologies in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
59
Reduced
55
Closed
10
Calls
$947K
Puts
$2.46M
Net Calls
-$1.51M
Net Calls Change
-$1.95M

Top Buyers

1
SBF
1
Sara-Bay Financial
Florida
$122M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$171M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$61.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.11M

Top Sellers

1
RA
1
Royce & Associates
New York
$32.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.4M
3
WA
3
Wasatch Advisors
Utah
$486M
4
GKIM
4
GW&K Investment Management
Massachusetts
$69.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$283M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$3.72M 35,369 +117 +0.3%
Goldman Sachs
52
Goldman Sachs
New York
$3.69M 35,097 +19,061 +119%
Wells Fargo
53
Wells Fargo
California
$3.43M 32,587 +11,671 +56%
IP
54
Isthmus Partners
Wisconsin
$3.15M 29,979 -347 -1%
Aviva
55
Aviva
United Kingdom
$3.14M 29,825 -11,893 -29%
BMSSC
56
B. Metzler seel. Sohn & Co
Germany
$2.96M 28,248 -8,775 -24%
PI
57
PEAK6 Investments
Illinois
$2.83M 26,857 +26,857 New
Legal & General Group
58
Legal & General Group
United Kingdom
$2.73M 25,941 +485 +2%
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$2.69M 25,614 -7,759 -23%
CS
60
Credit Suisse
Switzerland
$2.49M 23,646 -239 -1%
OAM
61
Oppenheimer Asset Management
New York
$2.46M 23,386 +1,540 +7%
Deutsche Bank
62
Deutsche Bank
Germany
$2.34M 22,289 -1,243 -5%
Principal Financial Group
63
Principal Financial Group
Iowa
$2.23M 21,205 -7,348 -26%
EI
64
EAM Investors
California
$2.22M 21,126 +21,126 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.17M 20,652 +20,652 New
SG Americas Securities
66
SG Americas Securities
New York
$2.02M 19,180 +7,349 +62%
IMOV
67
Investment Management of Virginia
Virginia
$1.95M 18,572 -130 -0.7%
KOCAA
68
Knights of Columbus Asset Advisors
Connecticut
$1.94M 18,385 +18,385 New
AIM
69
Aquila Investment Management
New York
$1.89M 18,000 +18,000 New
AIG
70
American International Group
New York
$1.81M 17,187 -514 -3%
ECM
71
EMC Capital Management
Texas
$1.78M 16,896 – –
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$1.48M 14,079 +14,079 New
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$1.43M 13,625 – –
UBS Group
74
UBS Group
Switzerland
$1.35M 12,843 +11,964 +1,361%
CYG
75
Clean Yield Group
Vermont
$1.34M 12,729 -150 -1%
1 2
3
4 5