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Helios Technologies
HLIO

Overview Fund Activity

134 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
134
Holders Change
+18
Holders Change %
+15.52%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
47
Reduced
36
Closed
6
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.31M

Top Buyers

1
Invesco
1
Invesco
Georgia
$20.9M
2
FAM
2
Fred Alger Management
New York
$10.2M
3
WA
3
Wasatch Advisors
Utah
$256M
4
BlackRock
4
BlackRock
New York
$115M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$141M

Top Sellers

1
SBF
1
Sara-Bay Financial
Florida
$54.9M
2
AAM
2
ACK Asset Management
Connecticut
$0
3
PCM
3
Penn Capital Management
Pennsylvania
$0
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$2.56M
5
Norges Bank
5
Norges Bank
Norway
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
76
Cubist Systematic Strategies
Connecticut
$552K -$381K -7,153 -41%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$552K +$552K +10,364 New
BWP
78
Baldwin Wealth Partners
Massachusetts
$540K – – –
ASRS
79
Arizona State Retirement System
Arizona
$471K -$19K -357 -4%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$467K – – –
UBS Group
81
UBS Group
Switzerland
$447K +$283K +5,317 +173%
Renaissance Technologies
82
Renaissance Technologies
New York
$436K -$607K -11,390 -58%
Victory Capital Management
83
Victory Capital Management
Texas
$430K +$15.3K +287 +4%
First Trust Advisors
84
First Trust Advisors
Illinois
$419K +$419K +7,856 New
ACP
85
Aviance Capital Partners
Florida
$378K – – –
JGUA
86
John G. Ullman & Associates
New York
$368K -$5.33K -100 -1%
ClearBridge Investments
87
ClearBridge Investments
New York
$368K +$368K +6,910 New
QC
88
Quadrature Capital
United Kingdom
$367K +$367K +6,885 New
ProShare Advisors
89
ProShare Advisors
Maryland
$367K +$367K +6,886 New
Citigroup
90
Citigroup
New York
$337K +$231K +4,328 +217%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$334K +$5.23K +98 +2%
GT
92
Glenmede Trust
Pennsylvania
$327K +$18.9K +355 +6%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$321K -$72.5K -1,361 -18%
PWP
94
Principle Wealth Partners
Connecticut
$311K +$311K +5,844 New
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$307K +$307K +5,766 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$303K +$197K +3,377 +186%
Public Employees Retirement Association of Colorado
97
Public Employees Retirement Association of Colorado
Colorado
$301K – – –
Handelsbanken Fonder
98
Handelsbanken Fonder
Sweden
$286K +$286K +5,358 New
DA
99
Duality Advisers
Florida
$282K -$290K -5,444 -51%
AIM
100
Aigen Investment Management
New York
$269K +$269K +5,056 New
2 3
4
5 6