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Helios Technologies
HLIO

Overview Fund Activity

174 hedge funds and large institutions have $1.5B invested in Helios Technologies in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
67
Reduced
46
Closed
23
Calls
$62K
Puts
$86K
Net Calls
-$24K
Net Calls Change
-$53K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$86.8M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$13.6M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$22.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$17.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$96.5M
2
WA
2
Wasatch Advisors
Utah
$169M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$82.1M
4
BCM
4
Brown Capital Management
Maryland
$86.5M
5
OAM
5
Ophir Asset Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$2.41M +$765K +16,041 +46%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$2.38M -$103K -2,155 -4%
BMSSC
53
B. Metzler seel. Sohn & Co
Germany
$2.32M +$487K +10,220 +27%
American Century Companies
54
American Century Companies
Missouri
$2.31M +$1.16M +24,215 +100%
SI
55
Sapience Investments
California
$2.19M -$6.68K -140 -0.3%
AACP
56
Advantage Alpha Capital Partners
California
$2.18M +$143K +3,000 +7%
GIA
57
GHP Investment Advisors
Colorado
$1.78M -$97.9K -2,052 -5%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.76M – – –
Citadel Advisors
59
Citadel Advisors
Florida
$1.71M +$828K +17,359 +94%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$1.68M +$264K +5,525 +19%
N
61
Numerai
California
$1.66M +$1.01M +21,125 +155%
Legal & General Group
62
Legal & General Group
United Kingdom
$1.61M +$26.4K +554 +2%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.5M -$44.8K -939 -3%
OAM
64
Oppenheimer Asset Management
New York
$1.47M +$275K +5,760 +23%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$1.36M +$95.9K +2,010 +8%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.26M -$518K -10,870 -29%
Citigroup
67
Citigroup
New York
$1.22M +$871K +18,252 +249%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$1.16M -$853K -17,878 -42%
Jane Street
69
Jane Street
New York
$1.13M -$1.05M -21,914 -48%
UBS Group
70
UBS Group
Switzerland
$1.12M +$150K +3,144 +15%
CCMINC
71
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.06M +$137K +2,866 +15%
Deutsche Bank
72
Deutsche Bank
Germany
$981K +$201K +4,219 +26%
DM
73
Deerfield Management
New York
$954K +$954K +19,995 New
PCM
74
Penn Capital Management
Pennsylvania
$937K -$2.39M -50,041 -72%
MIM
75
MetLife Investment Management
New Jersey
$917K – – –
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3
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