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Helios Technologies
HLIO

Overview Fund Activity

169 hedge funds and large institutions have $2.02B invested in Helios Technologies in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
59
Reduced
66
Closed
21
Calls
$482K
Puts
$53K
Net Calls
+$429K
Net Calls Change
-$271K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$135M
2
AAM
2
ACK Asset Management
Connecticut
$42M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$93.2M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$12.7M
5
BlackRock
5
BlackRock
New York
$143M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$19.6M
2
WA
2
Wasatch Advisors
Utah
$269M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$34M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$2.65M +$54.4K +823 +2%
Goldman Sachs
52
Goldman Sachs
New York
$2.62M +$417K +6,306 +19%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.62M -$74.7K -1,130 -3%
Stifel Financial
54
Stifel Financial
Missouri
$2.53M -$50.8K -769 -2%
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.52M +$264 +4 +0%
Federated Hermes
56
Federated Hermes
Pennsylvania
$2.38M +$861K +13,032 +57%
Two Sigma Investments
57
Two Sigma Investments
New York
$2.33M -$248K -3,749 -10%
IP
58
Isthmus Partners
Wisconsin
$2.28M -$4.03K -61 -0.2%
Legal & General Group
59
Legal & General Group
United Kingdom
$2.15M +$71.2K +1,078 +3%
UBS AM
60
UBS AM
Illinois
$2.1M – – –
CS
61
Credit Suisse
Switzerland
$2.08M +$214K +3,238 +11%
KOCAA
62
Knights of Columbus Asset Advisors
Connecticut
$2.02M +$4.43K +67 +0.2%
First Trust Advisors
63
First Trust Advisors
Illinois
$1.98M +$921K +13,932 +87%
GIA
64
GHP Investment Advisors
Colorado
$1.9M +$395K +6,821 +26%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.84M -$1.49M -22,520 -45%
Millennium Management
66
Millennium Management
New York
$1.84M +$1.84M +27,912 New
Russell Investments Group
67
Russell Investments Group
United Kingdom
$1.64M +$1.64M +24,858 New
Citadel Advisors
68
Citadel Advisors
Florida
$1.58M -$1.35M -20,442 -46%
OAM
69
Oppenheimer Asset Management
New York
$1.46M -$27.8K -420 -2%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$1.4M -$2.02M -30,552 -59%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$1.33M -$56.4K -853 -4%
UBS Group
72
UBS Group
Switzerland
$1.33M +$855K +12,931 +181%
American Century Companies
73
American Century Companies
Missouri
$1.32M +$591K +8,939 +81%
PA
74
Pinnacle Associates
New York
$1.28M +$1.28M +19,297 New
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$1.23M -$134K -2,034 -10%
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