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Helios Technologies
HLIO

Overview Fund Activity

165 hedge funds and large institutions have $1.58B invested in Helios Technologies in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
61
Reduced
51
Closed
22
Calls
$402K
Puts
$32K
Net Calls
+$370K
Net Calls Change
+$770K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$162M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$54.1M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$13.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$36.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.6M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
CVA
3
Ceredex Value Advisors
Florida
$34K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.56M
5
SI
5
Sapience Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BMSSC
51
B. Metzler seel. Sohn & Co
Germany
$2.18M 40,002 +11,565 +41%
AllianceBernstein
52
AllianceBernstein
Tennessee
$2.07M 38,066 – –
PCM
53
Penn Capital Management
Pennsylvania
$2.05M 37,731 +22,346 +145%
MAM
54
Madison Asset Management
Wisconsin
$2.03M 37,364 +37,364 New
Stifel Financial
55
Stifel Financial
Missouri
$1.92M 35,267 +2,824 +9%
IP
56
Isthmus Partners
Wisconsin
$1.83M 33,703 +496 +1%
Invesco
57
Invesco
Georgia
$1.83M 33,605 -2,445 -7%
UBS AM
58
UBS AM
Illinois
$1.68M 30,904 +1,724 +6%
KOCAA
59
Knights of Columbus Asset Advisors
Connecticut
$1.66M 30,411 -350 -1%
Goldman Sachs
60
Goldman Sachs
New York
$1.56M 28,588 -99,645 -78%
Legal & General Group
61
Legal & General Group
United Kingdom
$1.54M 28,354 -704 -2%
CS
62
Credit Suisse
Switzerland
$1.48M 27,140 -63,141 -70%
OAM
63
Oppenheimer Asset Management
New York
$1.37M 25,177 +2,108 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
64
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.34M 24,634 +15,626 +173%
GIA
65
GHP Investment Advisors
Colorado
$1.17M 21,548 -22,024 -51%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.17M 21,450 -17,015 -44%
IMOV
67
Investment Management of Virginia
Virginia
$991K 18,197 -230 -1%
Renaissance Technologies
68
Renaissance Technologies
New York
$968K 17,775 -31,100 -64%
MIM
69
MetLife Investment Management
New Jersey
$953K 17,500 – –
Deutsche Bank
70
Deutsche Bank
Germany
$896K 16,451 +1,682 +11%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$869K 15,956 +7,901 +98%
AIG
72
American International Group
New York
$838K 15,393 -56 -0.4%
LPL Financial
73
LPL Financial
California
$773K 13,989 -78 -0.6%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$761K 13,975 +303 +2%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$747K 13,713 +4,503 +49%
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