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Helios Technologies

116 hedge funds and large institutions have $826M invested in Helios Technologies in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
41
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AQR Capital Management
76
AQR Capital Management
Connecticut
$481K
ZCM
77
Zebra Capital Management
Connecticut
$473K -$82.4K -1,904 -15%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$463K -$576K -13,312 -55%
BWP
79
Baldwin Wealth Partners
Massachusetts
$454K
Millennium Management
80
Millennium Management
New York
$436K +$131K +3,028 +43%
Morgan Stanley
81
Morgan Stanley
New York
$433K +$286K +6,590 +194%
PAM
82
Paradigm Asset Management
New York
$346K -$26K -600 -7%
UBS AM
83
UBS AM
Illinois
$325K
ACP
84
Aviance Capital Partners
Florida
$307K
Invesco
85
Invesco
Georgia
$304K +$43.1K +996 +17%
Principal Financial Group
86
Principal Financial Group
Iowa
$299K +$41.5K +960 +16%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$284K
PI
88
Placemark Investments
Illinois
$276K +$41.3K +955 +18%
NPIT
89
National Penn Investors Trust
Pennsylvania
$272K -$252K -5,812 -48%
AG
90
Aperio Group
California
$271K +$271K +6,267 New
ZIM
91
Zacks Investment Management
Illinois
$265K +$265K +6,115 New
CNB
92
City National Bank
California
$251K
TAM
93
Tocqueville Asset Management
New York
$209K -$87 -2 -0%
Citigroup
94
Citigroup
New York
$175K -$127K -2,927 -42%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$117K
GT
96
Glenmede Trust
Pennsylvania
$96K
ECM
97
ETrade Capital Management
Virginia
$91K +$3.23K +75 +4%
Canada Life
98
Canada Life
Manitoba, Canada
$53K
U
99
UBS
Switzerland
$45K -$36.7K -854 -45%
Barclays
100
Barclays
United Kingdom
$38K -$13.8K -319 -27%