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Helios Technologies
HLIO

Overview Fund Activity

157 hedge funds and large institutions have $2.43B invested in Helios Technologies in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
54
Reduced
54
Closed
11
Calls
$435K
Puts
–
Net Calls
+$435K
Net Calls Change
+$30K

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$52.9M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$39M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$123M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$227M
5
Charles Schwab
5
Charles Schwab
California
$20.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$226M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$49.2M
3
BAMCO Inc
3
BAMCO Inc
New York
$17.6M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
RA
5
Royce & Associates
New York
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$821K +$821K +10,000 New
CB
77
Commerce Bank
Missouri
$817K -$59.1K -720 -7%
Handelsbanken Fonder
78
Handelsbanken Fonder
Sweden
$744K +$90.4K +1,100 +14%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$716K +$90.3K +1,100 +14%
AC
80
Allstate Corporation
Illinois
$708K – – –
Victory Capital Management
81
Victory Capital Management
Texas
$707K -$23.5K -286 -3%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$688K -$45.6K -555 -6%
ASRS
83
Arizona State Retirement System
Arizona
$685K +$4.02K +49 +0.6%
First Trust Advisors
84
First Trust Advisors
Illinois
$680K -$37.5K -456 -5%
BWP
85
Baldwin Wealth Partners
Massachusetts
$651K – – –
ACP
86
Aviance Capital Partners
Florida
$582K – – –
AIC
87
Ameritas Investment Company
Nebraska
$579K -$41.1K -500 -7%
AQR Capital Management
88
AQR Capital Management
Connecticut
$550K -$369K -4,492 -40%
Jane Street
89
Jane Street
New York
$533K +$533K +6,490 New
LPL Financial
90
LPL Financial
California
$531K +$41.6K +485 +9%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$522K +$425K +5,173 +436%
JGUA
92
John G. Ullman & Associates
New York
$517K – – –
IA
93
IndexIQ Advisors
New York
$507K +$50.8K +618 +11%
GT
94
Glenmede Trust
Pennsylvania
$500K -$3.69K -45 -0.7%
PWP
95
Principle Wealth Partners
Connecticut
$480K – – –
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$478K +$3.29K +40 +0.7%
AB
97
Amalgamated Bank
New York
$472K -$29K -354 -6%
Public Employees Retirement Association of Colorado
98
Public Employees Retirement Association of Colorado
Colorado
$463K – – –
Baird Financial Group
99
Baird Financial Group
Wisconsin
$433K +$433K +5,270 New
ZB
100
Zions Bancorporation
Utah
$424K +$39.9K +486 +10%
2 3
4
5 6