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Helios Technologies
HLIO

Overview Fund Activity

109 hedge funds and large institutions have $845M invested in Helios Technologies in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
12
Increased
36
Reduced
39
Closed
8
Calls
$84K
Puts
$508K
Net Calls
-$424K
Net Calls Change
-$424K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$27.6M
2
FAM
2
Fred Alger Management
New York
$15.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.18M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$32.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$69.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$104M
2
Northern Trust
2
Northern Trust
Illinois
$13.1M
3
RA
3
Royce & Associates
New York
$86.4M
4
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$14.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$405K – – –
Truist Financial
77
Truist Financial
North Carolina
$402K +$2.16K +54 +0.5%
UBS Group
78
UBS Group
Switzerland
$292K -$1.09M -27,160 -79%
ACP
79
Aviance Capital Partners
Florida
$283K – – –
William Blair & Company
80
William Blair & Company
Illinois
$258K – – –
RJA
81
Raymond James & Associates
Florida
$255K -$23.5K -588 -8%
BF
82
BOK Financial
Oklahoma
$251K -$5.51K -138 -2%
Bank of America
83
Bank of America
North Carolina
$246K +$145K +3,624 +144%
BTS
84
BB&T Securities
Virginia
$244K – – –
ERIM
85
Eagle Ridge Investment Management
Connecticut
$237K +$237K +5,920 New
Legal & General Group
86
Legal & General Group
United Kingdom
$229K +$109K +2,710 +90%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$227K +$227K +5,659 New
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$225K – – –
HSBC Holdings
89
HSBC Holdings
United Kingdom
$225K +$225K +5,636 New
AIMCA
90
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$208K +$208K +5,200 New
PG
91
PEAK6 Group
Illinois
$202K +$202K +5,061 New
Canada Life
92
Canada Life
Manitoba, Canada
$150K – – –
AA
93
Ancora Advisors
Ohio
$150K +$150K +3,750 New
Victory Capital Management
94
Victory Capital Management
Texas
$130K -$3.24K -81 -2%
BlackRock
95
BlackRock
New York
$91K +$4.03K +100 +5%
GT
96
Glenmede Trust
Pennsylvania
$64K +$2.95K +75 +5%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$54K +$54K +1,350 New
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$41K – – –
PRS
99
Pinkerton Retirement Specialists
Idaho
$34K – – –
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$31.6K -$56.2K -1,406 -64%
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4
5