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Helios Technologies
HLIO

Overview Fund Activity

116 hedge funds and large institutions have $1.04B invested in Helios Technologies in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
41
Reduced
36
Closed
11
Calls
$381K
Puts
–
Net Calls
+$381K
Net Calls Change
+$381K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.82M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$116M
3
BAMCO Inc
3
BAMCO Inc
New York
$11.8M
4
AACP
4
Advantage Alpha Capital Partners
California
$3.02M
5
CCA
5
Conestoga Capital Advisors
Pennsylvania
$50M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$311K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.5M
3
Norges Bank
3
Norges Bank
Norway
$17.7M
4
SBF
4
Sara-Bay Financial
Florida
$45.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
76
Baldwin Wealth Partners
Massachusetts
$369K – – –
VOYA Investment Management
77
VOYA Investment Management
Georgia
$369K – – –
AQR Capital Management
78
AQR Capital Management
Connecticut
$369K +$369K +10,147 New
CB
79
Commerce Bank
Missouri
$351K – – –
ASRS
80
Arizona State Retirement System
Arizona
$335K +$84.6K +2,321 +34%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$319K – – –
Morgan Stanley
82
Morgan Stanley
New York
$311K -$4.95M -135,371 -94%
Victory Capital Management
83
Victory Capital Management
Texas
$283K +$22.7K +624 +9%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$269K +$198K +5,451 +282%
ACP
85
Aviance Capital Partners
Florida
$258K – – –
JGUA
86
John G. Ullman & Associates
New York
$255K – – –
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$224K +$28.7K +789 +15%
NWP
88
Northstar Wealth Partners
Connecticut
$212K – – –
GT
89
Glenmede Trust
Pennsylvania
$211K +$35.1K +965 +20%
Public Employees Retirement Association of Colorado
90
Public Employees Retirement Association of Colorado
Colorado
$205K – – –
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$161K – – –
ZB
92
Zions Bancorporation
Utah
$143K -$218 -6 -0.2%
TC
93
Truvestments Capital
Florida
$137K – – –
CA
94
Clearstead Advisors
Ohio
$137K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
95
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$135K +$135K +3,698 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$134K -$4.71K -129 -3%
US Bancorp
97
US Bancorp
Minnesota
$132K -$2.55K -70 -2%
VFA
98
Valeo Financial Advisors
Indiana
$120K +$120K +3,310 New
UBS Group
99
UBS Group
Switzerland
$112K -$198K -5,441 -64%
AIP
100
Ameritas Investment Partners
Nebraska
$93K – – –
2 3
4
5 6