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Helios Technologies
HLIO

Overview Fund Activity

104 hedge funds and large institutions have $940M invested in Helios Technologies in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 32 closing their positions.

Holders
104
Holders Change
-24
Holders Change %
-18.75%
% of All Funds
2.32%
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
46
Reduced
26
Closed
32
Calls
$82K
Puts
$16K
Net Calls
+$66K
Net Calls Change
+$898K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77.3M
2
WA
2
Wasatch Advisors
Utah
$96.3M
3
BAMCO Inc
3
BAMCO Inc
New York
$25.7M
4
BlackRock
4
BlackRock
New York
$66M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$22M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$9.37M
3
RA
3
Royce & Associates
New York
$70.5M
4
KCM
4
Kornitzer Capital Management
Kansas
$0
5
CVA
5
Ceredex Value Advisors
Florida
$8.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$126K 3,970 +70 +2%
Barclays
77
Barclays
United Kingdom
$100K 3,021 -8,041 -73%
AIP
78
Ameritas Investment Partners
Nebraska
$77K 2,322 – –
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$73K 2,193 +465 +27%
UBS Group
80
UBS Group
Switzerland
$46K 1,384 +538 +64%
APA
81
American Portfolios Advisors
New York
$44.4K 1,336 +2 +0.1%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$44K 1,321 -10 -0.8%
AssetMark Inc
83
AssetMark Inc
California
$27K 810 -76 -9%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$26K 786 +214 +37%
CG
85
Cutler Group
California
$26K 800 +800 New
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$21.7K 653 -984 -60%
TSW
87
Thompson Siegel & Walmsley
Virginia
$20K 600 – –
AG
88
Advisor Group
Arizona
$20K 614 +153 +33%
IDBONY
89
Israel Discount Bank of New York
New York
$19K 565 +10 +2%
S
90
SignatureFD
Georgia
$17K 500 +69 +16%
FHA
91
First Horizon Advisors
Tennessee
$13K 405 – –
Simplex Trading
92
Simplex Trading
Illinois
$7K 224 -392 -64%
WAM
93
Wealthspire Advisors (Maryland)
Maryland
$6K 180 +180 New
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$5K 156 – –
RFC
95
Regions Financial Corp
Alabama
$5K 150 – –
LWM
96
Lenox Wealth Management
Ohio
$5K 150 – –
HNB
97
Huntington National Bank
Ohio
$4K 128 – –
MNBTD
98
Moody National Bank Trust Division
Texas
$4K 114 +114 New
ASN
99
Advisory Services Network
Georgia
$3K 95 +95 New
OIA
100
Optimum Investment Advisors
Illinois
$2K 65 – –
2 3
4
5 6