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Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-8
Holders Change %
-4.47%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
52
Reduced
56
Closed
34
Calls
$29K
Puts
–
Net Calls
+$29K
Net Calls Change
+$1.18M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$34.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$12.2M
5
FCM
5
Frontier Capital Management
Massachusetts
$10.1M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$22.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$138M
3
BCM
3
Brown Capital Management
Maryland
$94.7M
4
Millennium Management
4
Millennium Management
New York
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
51
Marshall Wace
United Kingdom
$2.53M +$712K +14,908 +39%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$2.48M +$192K +4,026 +8%
EIM
53
Essex Investment Management
Massachusetts
$2.44M +$2.44M +51,080 New
Voloridge Investment Management
54
Voloridge Investment Management
Florida
$2.34M -$5.28M -110,500 -69%
Renaissance Technologies
55
Renaissance Technologies
New York
$2.22M -$435K -9,100 -16%
SI
56
Sapience Investments
California
$2.2M -$1.41M -29,525 -39%
Jane Street
57
Jane Street
New York
$2.17M +$1.42M +29,644 +187%
AACP
58
Advantage Alpha Capital Partners
California
$2.04M -$774K -16,204 -28%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$2.01M -$3.43M -71,779 -63%
GIA
60
GHP Investment Advisors
Colorado
$1.88M +$146K +3,066 +8%
BMSSC
61
B. Metzler seel. Sohn & Co
Germany
$1.84M +$17.9K +374 +1%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.78M +$1.09M +22,916 +161%
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.76M – – –
Stifel Financial
64
Stifel Financial
Missouri
$1.65M -$2.29K -48 -0.1%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.61M +$1.61M +33,709 New
Legal & General Group
66
Legal & General Group
United Kingdom
$1.59M -$812 -17 -0.1%
First Trust Advisors
67
First Trust Advisors
Illinois
$1.56M -$945K -19,800 -38%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.54M -$35.6K -746 -2%
MAM
69
Madison Asset Management
Wisconsin
$1.44M +$12.7K +266 +0.9%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$1.42M -$103K -2,156 -7%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$1.27M +$52.2K +1,094 +4%
OAM
72
Oppenheimer Asset Management
New York
$1.2M +$408K +8,546 +52%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$1.18M -$2.66M -55,810 -69%
American Century Companies
74
American Century Companies
Missouri
$1.16M +$369K +7,730 +47%
TI
75
Trexquant Investment
Connecticut
$998K +$436K +9,139 +78%
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