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Helios Technologies
HLIO

Overview Fund Activity

127 hedge funds and large institutions have $1.43B invested in Helios Technologies in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
20
Increased
40
Reduced
42
Closed
15
Calls
$524K
Puts
$58K
Net Calls
+$466K
Net Calls Change
-$1.62M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$95.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17.1M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$79.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$7.76M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$241K
3
BCM
3
Brown Capital Management
Maryland
$257M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
RA
5
Royce & Associates
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$433K +$19.9K +308 +5%
Principal Financial Group
77
Principal Financial Group
Iowa
$428K +$145K +2,234 +51%
BFM
78
Boothbay Fund Management
New York
$391K +$391K +6,039 New
Legal & General Group
79
Legal & General Group
United Kingdom
$386K -$20.4K -314 -5%
AIA
80
Affinity Investment Advisors
California
$378K +$3.69K +57 +1%
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$365K – – –
TD Asset Management
82
TD Asset Management
Ontario, Canada
$359K -$58.2K -900 -14%
ERIM
83
Eagle Ridge Investment Management
Connecticut
$359K – – –
OC
84
Oppenheimer & Co
New York
$356K +$32.4K +500 +10%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$341K -$829K -12,812 -71%
PA
86
Planning Alternatives
Michigan
$323K +$323K +5,000 New
DADC
87
D.A. Davidson & Co
Montana
$320K +$320K +4,942 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$319K +$123K +1,905 +63%
CPH
89
C Partners Holding
Switzerland
$295K +$295K +4,561 New
Victory Capital Management
90
Victory Capital Management
Texas
$264K +$23K +355 +10%
Squarepoint
91
Squarepoint
New York
$245K +$245K +3,791 New
Barclays
92
Barclays
United Kingdom
$244K -$236K -3,630 -49%
CA
93
Clearstead Advisors
Ohio
$243K – – –
Millennium Management
94
Millennium Management
New York
$241K -$10.2M -157,303 -98%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$241K -$32.4K -500 -12%
AG
96
Aperio Group
California
$241K – – –
Canada Life
97
Canada Life
Manitoba, Canada
$241K – – –
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$234K +$234K +3,612 New
Russell Investments Group
99
Russell Investments Group
United Kingdom
$229K -$590K -9,076 -72%
ProShare Advisors
100
ProShare Advisors
Maryland
$227K +$227K +3,508 New
2 3
4
5 6