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Helios Technologies
HLIO

Overview Fund Activity

107 hedge funds and large institutions have $1.07B invested in Helios Technologies in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$10.8M
2
WA
2
Wasatch Advisors
Utah
$135M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.4M
4
EAM
4
Eagle Asset Management
Florida
$7.11M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$16.7M

Top Sellers

1
RA
1
Royce & Associates
New York
$50.4M
2
BAMCO Inc
2
BAMCO Inc
New York
$31.9M
3
BCM
3
Brown Capital Management
Maryland
$215M
4
BlackRock
4
BlackRock
New York
$74.9M
5
Norges Bank
5
Norges Bank
Norway
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ASRS
76
Arizona State Retirement System
Arizona
$257K 6,771 +6,771 New
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$242K 6,387 -3,667 -36%
NWP
78
Northstar Wealth Partners
Connecticut
$221K 5,844 – –
Truist Financial
79
Truist Financial
North Carolina
$220K 5,806 -963 -14%
Public Employees Retirement Association of Colorado
80
Public Employees Retirement Association of Colorado
Colorado
$214K 5,639 – –
LPL Financial
81
LPL Financial
California
$207K 5,454 -244 -4%
XK
82
Xact Kapitalforvaltning
Sweden
$203K 5,358 – –
US Bancorp
83
US Bancorp
Minnesota
$194K 5,107 +188 +4%
TC
84
Truvestments Capital
Florida
$142K 3,750 +3,750 New
CA
85
Clearstead Advisors
Ohio
$142K 3,750 +3,750 New
ZB
86
Zions Bancorporation
Utah
$137K 3,621 -228 -6%
UBS Group
87
UBS Group
Switzerland
$125K 3,300 -18,272 -85%
GT
88
Glenmede Trust
Pennsylvania
$106K 2,305 – –
AIP
89
Ameritas Investment Partners
Nebraska
$96K 2,542 – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$93K 2,450 -133 -5%
Canada Life
91
Canada Life
Manitoba, Canada
$88K 2,306 -1 -0%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$71K 1,875 – –
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$51K 1,352 -4 -0.3%
APA
94
American Portfolios Advisors
New York
$47.1K 1,241 – –
Osaic Holdings
95
Osaic Holdings
Arizona
$41K 1,178 +1,178 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$32K 914 -4,375 -83%
AssetMark Inc
97
AssetMark Inc
California
$23K 595 – –
CG
98
Cutler Group
California
$18K 500 +500 New
S
99
SignatureFD
Georgia
$17K 455 +24 +6%
Kayne Anderson Rudnick Investment Management
100
Kayne Anderson Rudnick Investment Management
California
$13K 332 -208 -39%
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4
5