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Helios Technologies
HLIO

Overview Fund Activity

166 hedge funds and large institutions have $1.42B invested in Helios Technologies in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 21 closing their positions.

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
59
Reduced
48
Closed
21
Calls
$558K
Puts
$1.3M
Net Calls
-$739K
Net Calls Change
-$1.02M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$114M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
BlackRock
3
BlackRock
New York
$109M
4
BCM
4
Brown Capital Management
Maryland
$141M
5
Millennium Management
5
Millennium Management
New York
$8.95M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$95.5M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$634K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$2.09M 46,034 +4,454 +11%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$2.03M 44,727 -7,217 -14%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$1.94M 42,785 +14,496 +51%
AACP
54
Advantage Alpha Capital Partners
California
$1.9M 41,950 +867 +2%
UBS AM
55
UBS AM
Illinois
$1.81M 39,902 +3,892 +11%
PCM
56
Penn Capital Management
Pennsylvania
$1.75M 38,535 +38,535 New
IP
57
Isthmus Partners
Wisconsin
$1.73M 38,226 +3,237 +9%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.67M 36,850 -1,220 -3%
BMSSC
59
B. Metzler seel. Sohn & Co
Germany
$1.66M 36,575 +1,855 +5%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$1.62M 35,770 -9,448 -21%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.58M 34,889 -1,196 -3%
Legal & General Group
62
Legal & General Group
United Kingdom
$1.51M 33,403 +1,073 +3%
Stifel Financial
63
Stifel Financial
Missouri
$1.48M 32,637 -7,198 -18%
CS
64
Credit Suisse
Switzerland
$1.39M 30,727 +839 +3%
GIA
65
GHP Investment Advisors
Colorado
$1.37M 30,319 -5,101 -14%
MAM
66
Madison Asset Management
Wisconsin
$1.36M 29,994 -37,075 -55%
Goldman Sachs
67
Goldman Sachs
New York
$1.26M 27,755 -898 -3%
JF
68
Jump Financial
Illinois
$1.16M 25,567 +25,567 New
Wells Fargo
69
Wells Fargo
California
$1.15M 25,322 +17,712 +233%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$1.1M 24,218 +24,218 New
First Trust Advisors
71
First Trust Advisors
Illinois
$1.07M 23,639 +3,501 +17%
OAM
72
Oppenheimer Asset Management
New York
$951K 20,960 -590 -3%
EP
73
Edgestream Partners
New Jersey
$936K 20,646 +20,646 New
ICM
74
Intrepid Capital Management
Florida
$912K 20,114 +20,114 New
PA
75
Pinnacle Associates
New York
$882K 19,442 -55 -0.3%
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3
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