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Helios Technologies
HLIO

Overview Fund Activity

150 hedge funds and large institutions have $2.27B invested in Helios Technologies in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
54
Reduced
51
Closed
14
Calls
$647K
Puts
$242K
Net Calls
+$405K
Net Calls Change
+$624K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$55.3M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$11M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$55.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.27M
5
Norges Bank
5
Norges Bank
Norway
$25M

Top Sellers

1
RA
1
Royce & Associates
New York
$47.9M
2
BlackRock
2
BlackRock
New York
$161M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$232M
4
BCM
4
Brown Capital Management
Maryland
$209M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
76
GSA Capital Partners
United Kingdom
$749K +$749K +9,599 New
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$698K +$48.5K +621 +7%
Victory Capital Management
78
Victory Capital Management
Texas
$694K +$20.4K +262 +3%
First Trust Advisors
79
First Trust Advisors
Illinois
$682K -$3.15M -40,338 -82%
AC
80
Allstate Corporation
Illinois
$673K +$23.4K +300 +4%
ProShare Advisors
81
ProShare Advisors
Maryland
$655K +$6.56K +84 +1%
ASRS
82
Arizona State Retirement System
Arizona
$647K -$45.9K -588 -7%
Handelsbanken Fonder
83
Handelsbanken Fonder
Sweden
$621K +$203K +2,600 +49%
BWP
84
Baldwin Wealth Partners
Massachusetts
$619K – – –
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$595K +$33K +423 +6%
AIC
86
Ameritas Investment Company
Nebraska
$589K +$589K +7,548 New
ACP
87
Aviance Capital Partners
Florida
$553K – – –
ClearBridge Investments
88
ClearBridge Investments
New York
$541K -$150K -1,925 -22%
JGUA
89
John G. Ullman & Associates
New York
$492K -$46.9K -600 -9%
GT
90
Glenmede Trust
Pennsylvania
$479K -$12.9K -165 -3%
AB
91
Amalgamated Bank
New York
$477K +$215K +2,753 +82%
PWP
92
Principle Wealth Partners
Connecticut
$456K – – –
IC
93
Inscription Capital
Texas
$456K +$456K +5,844 New
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$451K +$24.4K +312 +6%
LPL Financial
95
LPL Financial
California
$445K +$77.9K +999 +21%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$440K – – –
IA
97
IndexIQ Advisors
New York
$433K +$6.01K +77 +1%
TRCT
98
Tower Research Capital (TRC)
New York
$417K +$318K +4,066 +321%
DA
99
DCM Advisors
New York
$390K – – –
CSS
100
Cubist Systematic Strategies
Connecticut
$377K +$377K +4,828 New
2 3
4
5 6