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Helios Technologies
HLIO

Overview Fund Activity

125 hedge funds and large institutions have $771M invested in Helios Technologies in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
41
Reduced
38
Closed
11
Calls
$1.21M
Puts
$926K
Net Calls
+$286K
Net Calls Change
+$258K

Top Buyers

1
RA
1
Royce & Associates
New York
$86.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.2M
3
BFA
3
BlackRock Fund Advisors
California
$22M
4
GAM
4
Gotham Asset Management
New York
$2.43M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
NCM
2
Nelson Capital Management
California
$245K
3
CM
3
CS McKee
Pennsylvania
$7.59M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$45.7M
5
MSA
5
Mason Street Advisors
Wisconsin
$2.36M
Name Market Value Shares Shares
Change 		Shares
Change %
CNB
76
City National Bank
California
$437K 11,086 -504 -4%
TC
77
TFS Capital
Pennsylvania
$420K 10,668 -1,317 -11%
1GA
78
1st Global Advisors
Texas
$414K 10,523 -372 -3%
BWP
79
Baldwin Wealth Partners
Massachusetts
$413K 10,475 – –
Two Sigma Advisers
80
Two Sigma Advisers
New York
$393K 9,984 +9,984 New
PAM
81
Paradigm Asset Management
New York
$343K 8,700 – –
WBC
82
Westpac Banking Corp
Australia
$332K 8,419 +1,800 +27%
Truist Financial
83
Truist Financial
North Carolina
$325K 8,261 -968 -10%
EMG
84
Ellington Management Group
Connecticut
$323K 8,200 +8,200 New
ARTA
85
A.R.T. Advisors
New York
$304K 7,731 +1,777 +30%
Invesco
86
Invesco
Georgia
$302K 7,664 +330 +4%
SB
87
Suntrust Banks
Georgia
$297K 7,558 +55 +0.7%
UBS AM
88
UBS AM
Illinois
$295K 7,500 – –
LA
89
Lucus Advisors
New York
$287K 7,290 +7,290 New
ACP
90
Aviance Capital Partners
Florida
$279K 7,087 – –
NPIT
91
National Penn Investors Trust
Pennsylvania
$264K 6,712 +395 +6%
AG
92
Aperio Group
California
$249K 6,329 +57 +0.9%
NCM
93
Nelson Capital Management
California
$245K 6,225 -98,856 -94%
PI
94
Placemark Investments
Illinois
$231K 5,934 -1,402 -19%
SCM
95
Stevens Capital Management
Pennsylvania
$226K 5,742 +5,742 New
Citigroup
96
Citigroup
New York
$209K 5,300 +4,033 +318%
Legal & General Group
97
Legal & General Group
United Kingdom
$126K 3,170 – –
Public Employees Retirement Association of Colorado
98
Public Employees Retirement Association of Colorado
Colorado
$106K 2,700 – –
SC
99
Saturna Capital
Washington
$98K 2,500 – –
UBS Group
100
UBS Group
Switzerland
$77K 1,944 +1,944 New
2 3
4
5 6