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Helios Technologies
HLIO

Overview Fund Activity

110 hedge funds and large institutions have $666M invested in Helios Technologies in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
47
Reduced
32
Closed
10
Calls
–
Puts
$105K
Net Calls
-$105K
Net Calls Change
-$105K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$10M
2
BCM
2
Brown Capital Management
Maryland
$135M
3
BFA
3
BlackRock Fund Advisors
California
$20M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$44.8M
5
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$5.28M

Top Sellers

1
CAM
1
Cortina Asset Management
Wisconsin
$0
2
RA
2
Royce & Associates
New York
$59M
3
MSA
3
Mason Street Advisors
Wisconsin
$2.05M
4
CM
4
CS McKee
Pennsylvania
$27.4M
5
CRCP
5
Copper Rock Capital Partners
Massachusetts
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
1GA
76
1st Global Advisors
Texas
$369K -$44.3K -1,224 -11%
ZIM
77
Zacks Investment Management
Illinois
$320K -$12.1K -334 -4%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$315K -$59.5K -1,639 -16%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$238K +$238K +6,560 New
Millennium Management
80
Millennium Management
New York
$236K +$236K +6,500 New
EIA
81
Edgemoor Investment Advisors
Maryland
$233K – – –
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$221K +$221K +6,093 New
Principal Financial Group
83
Principal Financial Group
Iowa
$216K -$62.7K -1,727 -22%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$215K -$47.2K -1,300 -18%
CNB
85
City National Bank
California
$210K +$210K +5,795 New
Invesco
86
Invesco
Georgia
$203K +$18.9K +522 +10%
Wells Fargo
87
Wells Fargo
California
$183K +$1.88K +52 +1%
Bank of America
88
Bank of America
North Carolina
$158K -$162K -4,458 -51%
PG
89
PEAK6 Group
Illinois
$130K +$130K +7,182 New
SG Americas Securities
90
SG Americas Securities
New York
$110K +$110K +3,048 New
Teacher Retirement System of Texas
91
Teacher Retirement System of Texas
Texas
$100K +$48.4K +1,336 +94%
Public Employees Retirement Association of Colorado
92
Public Employees Retirement Association of Colorado
Colorado
$98K – – –
GT
93
Glenmede Trust
Pennsylvania
$94K – – –
TRCT
94
Tower Research Capital (TRC)
New York
$91K +$54.7K +1,512 +150%
ECM
95
ETrade Capital Management
Virginia
$81K -$7.46K -204 -8%
HNB
96
Huntington National Bank
Ohio
$65K – – –
AFC
97
AFT Forsyth & Company
Florida
$33K – – –
Citigroup
98
Citigroup
New York
$32K +$16.8K +468 +111%
BlackRock
99
BlackRock
New York
$30K +$3.51K +97 +13%
Barclays
100
Barclays
United Kingdom
$29K -$49.3K -1,368 -63%
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4
5