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Helios Technologies
HLIO

Overview Fund Activity

112 hedge funds and large institutions have $1.29B invested in Helios Technologies in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
45
Reduced
37
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$55K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$157M
2
EAM
2
Eagle Asset Management
Florida
$5.33M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$112M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.42M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.08M

Top Sellers

1
RA
1
Royce & Associates
New York
$67.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$1.15M
3
BCM
3
Brown Capital Management
Maryland
$265M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.02M
5
Wells Fargo
5
Wells Fargo
California
$910K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
76
Paloma Partners
Connecticut
$308K +$308K +6,678 New
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$300K +$26.9K +582 +10%
NWP
78
Northstar Wealth Partners
Connecticut
$270K – – –
LPL Financial
79
LPL Financial
California
$263K -$54.7K -1,186 -17%
Public Employees Retirement Association of Colorado
80
Public Employees Retirement Association of Colorado
Colorado
$261K – – –
AB
81
Amalgamated Bank
New York
$255K +$13.4K +290 +6%
AG
82
Aperio Group
California
$249K -$17.4K -376 -7%
XK
83
Xact Kapitalforvaltning
Sweden
$248K – – –
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$245K +$72.7K +1,569 +42%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$231K -$14.5K -313 -6%
US Bancorp
86
US Bancorp
Minnesota
$227K +$21.4K +464 +10%
FAM
87
Fred Alger Management
New York
$193K +$177K +3,828 +1,133%
ZB
88
Zions Bancorporation
Utah
$178K -$40K -866 -18%
ACM
89
Allred Capital Management
Texas
$164K +$164K +3,550 New
SG Americas Securities
90
SG Americas Securities
New York
$146K -$231K -4,990 -61%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$119K -$10.3K -223 -8%
AIP
92
Ameritas Investment Partners
Nebraska
$118K +$10.2K +220 +9%
GT
93
Glenmede Trust
Pennsylvania
$106K +$23.7K +515 +29%
Canada Life
94
Canada Life
Manitoba, Canada
$106K +$106K +2,307 New
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$87K – – –
AIM
96
Aigen Investment Management
New York
$72K +$72K +1,564 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$63K +$2.56K +55 +4%
Simplex Trading
98
Simplex Trading
Illinois
$62K -$13.7K -300 -18%
APA
99
American Portfolios Advisors
New York
$57.4K – – –
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$37K -$4.59K -100 -11%
1 2 3
4
5