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Helios Technologies
HLIO

Overview Fund Activity

168 hedge funds and large institutions have $1.51B invested in Helios Technologies in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
51
Closed
21
Calls
–
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$135K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$33.4M
2
AAM
2
ACK Asset Management
Connecticut
$8.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.49M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$5.11M
5
BCM
5
Brown Capital Management
Maryland
$149M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.27M
2
Invesco
2
Invesco
Georgia
$1.82M
3
Victory Capital Management
3
Victory Capital Management
Texas
$345K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27.8M
5
Ameriprise
5
Ameriprise
Minnesota
$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$2.07M -$37.6K -743 -2%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$2.06M +$14.9K +295 +0.7%
First Trust Advisors
53
First Trust Advisors
Illinois
$2.03M +$15K +296 +0.7%
CSS
54
Cubist Systematic Strategies
Connecticut
$2.02M +$1.32M +26,081 +189%
State of New Jersey Common Pension Fund D
55
State of New Jersey Common Pension Fund D
New Jersey
$1.99M +$277K +5,465 +16%
Millennium Management
56
Millennium Management
New York
$1.95M +$1.51M +29,839 +342%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.95M +$1.95M +38,465 New
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.93M – – –
Invesco
59
Invesco
Georgia
$1.82M -$13.9M -273,967 -88%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$1.82M -$126K -2,464 -7%
IP
61
Isthmus Partners
Wisconsin
$1.68M +$101K +2,002 +6%
Stifel Financial
62
Stifel Financial
Missouri
$1.64M -$3.8K -75 -0.2%
KOCAA
63
Knights of Columbus Asset Advisors
Connecticut
$1.56M +$183K +3,613 +13%
UBS AM
64
UBS AM
Illinois
$1.48M -$372K -7,356 -20%
Legal & General Group
65
Legal & General Group
United Kingdom
$1.47M +$36.6K +722 +3%
BMSSC
66
B. Metzler seel. Sohn & Co
Germany
$1.44M +$9.56K +189 +0.7%
Marshall Wace
67
Marshall Wace
United Kingdom
$1.38M +$1.38M +27,239 New
OAM
68
Oppenheimer Asset Management
New York
$1.17M +$2.13K +42 +0.2%
IMOV
69
Investment Management of Virginia
Virginia
$932K -$2.02K -40 -0.2%
CIC
70
Cornercap Investment Counsel
Georgia
$920K +$920K +18,190 New
MIM
71
MetLife Investment Management
New Jersey
$886K – – –
AIG
72
American International Group
New York
$782K +$11K +218 +1%
PCM
73
Penn Capital Management
Pennsylvania
$778K +$778K +15,385 New
JF
74
Jump Financial
Illinois
$754K +$481K +9,500 +176%
Deutsche Bank
75
Deutsche Bank
Germany
$748K -$156K -3,085 -17%
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