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Helios Technologies
HLIO

Overview Fund Activity

155 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
63
Reduced
51
Closed
24
Calls
$427K
Puts
$150K
Net Calls
+$277K
Net Calls Change
-$152K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.4M
3
CVA
3
Ceredex Value Advisors
Florida
$12.4M
4
FAM
4
Fred Alger Management
New York
$6.82M
5
Bank of America
5
Bank of America
North Carolina
$22.5M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$4K
2
WA
2
Wasatch Advisors
Utah
$214M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
RCMC
4
RK Capital Management (Colorado)
Colorado
$0
5
AAM
5
ACK Asset Management
Connecticut
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
51
State of New Jersey Common Pension Fund D
New Jersey
$2.4M -$291K -5,254 -11%
Invesco
52
Invesco
Georgia
$2.31M +$85.9K +1,549 +4%
AACP
53
Advantage Alpha Capital Partners
California
$2.28M -$548K -9,885 -19%
Stifel Financial
54
Stifel Financial
Missouri
$2.21M +$86.2K +1,553 +4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.11M – – –
Federated Hermes
56
Federated Hermes
Pennsylvania
$2.02M +$24K +433 +1%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2M -$194K -3,493 -9%
UBS AM
58
UBS AM
Illinois
$2M +$214K +3,851 +12%
IP
59
Isthmus Partners
Wisconsin
$1.94M +$26.6K +479 +1%
BMSSC
60
B. Metzler seel. Sohn & Co
Germany
$1.93M -$2.18M -39,210 -53%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$1.92M +$808K +14,564 +72%
GIA
62
GHP Investment Advisors
Colorado
$1.89M +$137K +2,560 +8%
Legal & General Group
63
Legal & General Group
United Kingdom
$1.79M -$13.5K -243 -0.7%
CS
64
Credit Suisse
Switzerland
$1.66M -$84.1K -1,516 -5%
Goldman Sachs
65
Goldman Sachs
New York
$1.59M -$607K -10,942 -28%
UBS Group
66
UBS Group
Switzerland
$1.58M +$467K +8,410 +42%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$1.57M +$538K +9,692 +52%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$1.55M +$172K +3,100 +12%
Two Sigma Investments
69
Two Sigma Investments
New York
$1.39M -$568K -10,236 -29%
OAM
70
Oppenheimer Asset Management
New York
$1.2M -$30.9K -557 -3%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.12M -$546K -9,848 -33%
PA
72
Pinnacle Associates
New York
$1.08M +$11.1K +200 +1%
American Century Companies
73
American Century Companies
Missouri
$1.05M -$57.6K -1,039 -5%
MIM
74
MetLife Investment Management
New Jersey
$971K – – –
Deutsche Bank
75
Deutsche Bank
Germany
$962K +$113K +2,033 +13%
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