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Helios Technologies
HLIO

Overview Fund Activity

113 hedge funds and large institutions have $1.28B invested in Helios Technologies in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
32
Reduced
37
Closed
12
Calls
$1.08M
Puts
$3.93M
Net Calls
-$2.85M
Net Calls Change
-$2.91M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$143M
2
BAMCO Inc
2
BAMCO Inc
New York
$40.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$113M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$122M
5
DDC
5
DF Dent & Co
Maryland
$4.28M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$16K
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
GKIM
3
GW&K Investment Management
Massachusetts
$22.9M
4
RA
4
Royce & Associates
New York
$92.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.19M
Name Market Value Shares Shares
Change 		Shares
Change %
NWP
76
Northstar Wealth Partners
Connecticut
$272K 5,844 +5,844 New
Public Employees Retirement Association of Colorado
77
Public Employees Retirement Association of Colorado
Colorado
$262K 5,639 – –
QT
78
Quantbot Technologies
New York
$260K 5,600 +5,600 New
XK
79
Xact Kapitalforvaltning
Sweden
$249K 5,358 +5,358 New
SG Americas Securities
80
SG Americas Securities
New York
$249K 5,362 +5,362 New
P
81
Pitcairn
Pennsylvania
$243K 5,230 +5,230 New
JG
82
Jefferies Group
New York
$238K 5,125 +5,125 New
AG
83
Aperio Group
California
$235K 5,062 +5,062 New
US Bancorp
84
US Bancorp
Minnesota
$214K 4,594 -10 -0.2%
AB
85
Amalgamated Bank
New York
$205K 4,409 +4,409 New
USAA
86
United Services Automobile Association
Texas
$204K 4,381 +4,381 New
ZB
87
Zions Bancorporation
Utah
$203K 4,359 +4,359 New
Victory Capital Management
88
Victory Capital Management
Texas
$186K 4,000 -5,402 -57%
Canada Life
89
Canada Life
Manitoba, Canada
$184K 3,970 – –
TC
90
Truvestments Capital
Florida
$174K 3,750 +3,750 New
AIP
91
Ameritas Investment Partners
Nebraska
$108K 2,322 – –
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$87K 1,875 -318 -15%
CMBA
93
C.M. Bidwell & Associates
Hawaii
$76K 1,640 +1,640 New
QT
94
Quantamental Technologies
New York
$71K 1,536 +1,536 New
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$64K 1,375 +54 +4%
APA
96
American Portfolios Advisors
New York
$57.6K 1,239 -97 -7%
UBS Group
97
UBS Group
Switzerland
$51K 1,090 -294 -21%
AssetMark Inc
98
AssetMark Inc
California
$28K 595 -215 -27%
IDBONY
99
Israel Discount Bank of New York
New York
$26K 565 – –
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$24K 525 +345 +192%
2 3
4
5 6