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Helios Technologies

102 hedge funds and large institutions have $772M invested in Helios Technologies in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-7
Holders Change %
-6.42%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
40
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
76
Raymond James & Associates
Florida
$253K +$22.7K +627 +10%
BF
77
BOK Financial
Oklahoma
$224K -$2.96K -82 -1%
ERIM
78
Eagle Ridge Investment Management
Connecticut
$214K
William Blair & Company
79
William Blair & Company
Illinois
$212K -$21.7K -600 -9%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$206K +$206K +5,695 New
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$204K
Legal & General Group
82
Legal & General Group
United Kingdom
$202K -$4.15K -115 -2%
Canada Life
83
Canada Life
Manitoba, Canada
$134K
Victory Capital Management
84
Victory Capital Management
Texas
$125K +$7.39K +204 +6%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$73K +$24.3K +675 +50%
AIP
86
Ameritas Investment Partners
Nebraska
$67K +$67K +1,860 New
GT
87
Glenmede Trust
Pennsylvania
$58K
Citigroup
88
Citigroup
New York
$40K -$829K -22,937 -95%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$37K
UBS Group
90
UBS Group
Switzerland
$31K -$229K -6,438 -88%
PRS
91
Pinkerton Retirement Specialists
Idaho
$31K
AG
92
Advisor Group
Arizona
$26K +$699 +20 +3%
Creative Planning
93
Creative Planning
Kansas
$22K
TSW
94
Thompson Siegel & Walmsley
Virginia
$22K
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$19.6K -$8.96K -248 -31%
Barclays
96
Barclays
United Kingdom
$16K +$3.21K +86 +25%
IPC
97
Independent Portfolio Consultants
Florida
$12K +$12K +330 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$8K +$8K +228 New
CG
99
Cutler Group
California
$7K
Federated Hermes
100
Federated Hermes
Pennsylvania
$7K +$7K +203 New