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Helios Technologies
HLIO

Overview Fund Activity

128 hedge funds and large institutions have $1.55B invested in Helios Technologies in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
40
Reduced
41
Closed
15
Calls
$219K
Puts
$1.05M
Net Calls
-$832K
Net Calls Change
-$273K

Top Buyers

1
WA
Wasatch Advisors
Utah
$146M
2
BAMCO Inc
BAMCO Inc
New York
$33.7M
3
CCA
Conestoga Capital Advisors
Pennsylvania
$77.8M
4
FAM
Fred Alger Management
New York
$47.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$137M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$24.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$115M
3
RCMC
RK Capital Management (Colorado)
Colorado
$0
4
LCM
Laurion Capital Management
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
76
Aviance Capital Partners
Florida
$388K – – –
OAM
77
Oppenheimer Asset Management
New York
$388K +$27K +493 +7%
Truist Financial
78
Truist Financial
North Carolina
$352K -$11.8K -215 -3%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$345K -$82.7K -1,509 -19%
Marshall Wace
80
Marshall Wace
United Kingdom
$344K +$344K +6,278 New
BUB
81
BBVA USA Bancshares
Texas
$340K -$39.2K -716 -10%
LPL Financial
82
LPL Financial
California
$332K -$4.16K -76 -1%
US Bancorp
83
US Bancorp
Minnesota
$322K -$116K -2,120 -26%
NWP
84
Northstar Wealth Partners
Connecticut
$320K -$27.3K -498 -8%
Public Employees Retirement Association of Colorado
85
Public Employees Retirement Association of Colorado
Colorado
$309K – – –
Walleye Trading
86
Walleye Trading
New York
$304K +$274K +4,988 +899%
ERIM
87
Eagle Ridge Investment Management
Connecticut
$294K -$39.4K -719 -12%
XK
88
Xact Kapitalforvaltning
Sweden
$294K – – –
Russell Investments Group
89
Russell Investments Group
United Kingdom
$256K – – –
USAA
90
United Services Automobile Association
Texas
$240K – – –
RJA
91
Raymond James & Associates
Florida
$237K -$200K -3,649 -46%
VF
92
Virtu Financial
New York
$231K +$231K +4,216 New
DADC
93
D.A. Davidson & Co
Montana
$223K +$223K +4,064 New
TC
94
Truvestments Capital
Florida
$222K +$222K +4,050 New
PAG
95
Private Advisor Group
New Jersey
$219K +$219K +3,991 New
Canada Life
96
Canada Life
Manitoba, Canada
$213K – – –
AG
97
Aperio Group
California
$207K +$207K +3,786 New
CA
98
Clearstead Advisors
Ohio
$205K +$205K +3,750 New
Citigroup
99
Citigroup
New York
$187K +$30.8K +564 +20%
CPH
100
C Partners Holding
Switzerland
$128K -$117K -2,132 -48%
2 3
4
5 6