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Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.46B invested in Helios Technologies in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 23 closing their positions.

Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
72
Reduced
48
Closed
23
Calls
$308K
Puts
$27K
Net Calls
+$281K
Net Calls Change
+$305K

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$32.2M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$88.7M
3
SBF
3
Sara-Bay Financial
Florida
$54.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$11.1M
5
UBS Group
5
UBS Group
Switzerland
$7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$65.3M
2
BCM
2
Brown Capital Management
Maryland
$68.3M
3
FCM
3
Frontier Capital Management
Massachusetts
$8.07M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$11M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$2.76M +$24.2K +543 +0.9%
Barclays
52
Barclays
United Kingdom
$2.74M +$177K +3,957 +7%
American Century Companies
53
American Century Companies
Missouri
$2.67M +$508K +11,383 +24%
Invesco
54
Invesco
Georgia
$2.53M +$95.4K +2,137 +4%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$2.46M +$2.46M +55,151 New
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$2.26M +$32.4K +726 +1%
Stifel Financial
57
Stifel Financial
Missouri
$2.23M -$27.3K -611 -1%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$1.99M -$2.41M -53,978 -55%
BMSSC
59
B. Metzler seel. Sohn & Co
Germany
$1.9M -$274K -6,146 -13%
AACP
60
Advantage Alpha Capital Partners
California
$1.89M -$147K -3,285 -7%
SI
61
Sapience Investments
California
$1.76M -$290K -6,490 -14%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.75M +$575K +12,889 +49%
GIA
63
GHP Investment Advisors
Colorado
$1.73M +$67K +1,501 +4%
AllianceBernstein
64
AllianceBernstein
Tennessee
$1.65M +$1.88K +42 +0.1%
Legal & General Group
65
Legal & General Group
United Kingdom
$1.63M +$121K +2,708 +8%
OAM
66
Oppenheimer Asset Management
New York
$1.41M +$39.3K +880 +3%
Deutsche Bank
67
Deutsche Bank
Germany
$1.39M +$474K +10,616 +52%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.39M -$14.1K -316 -1%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$1.38M +$98.6K +2,208 +8%
Citigroup
70
Citigroup
New York
$1.33M +$193K +4,315 +17%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.33M +$758K +16,980 +133%
Renaissance Technologies
72
Renaissance Technologies
New York
$1.08M +$1.08M +24,175 New
CCMINC
73
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.04M +$44.6K +1,000 +5%
MIM
74
MetLife Investment Management
New Jersey
$908K +$49.8K +1,116 +6%
DTL
75
Dynamic Technology Lab
Singapore
$905K +$905K +20,280 New
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