HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

180 hedge funds and large institutions have $3.1B invested in Helios Technologies in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
59
Reduced
55
Closed
10
Calls
$947K
Puts
$2.46M
Net Calls
-$1.51M
Net Calls Change
-$1.95M

Top Buyers

1
SBF
1
Sara-Bay Financial
Florida
$122M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$171M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$61.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.11M

Top Sellers

1
RA
1
Royce & Associates
New York
$32.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.4M
3
WA
3
Wasatch Advisors
Utah
$486M
4
GKIM
4
GW&K Investment Management
Massachusetts
$69.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$283M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$1.33M 12,611 -366 -3%
CA
77
CSM Advisors
Pennsylvania
$1.31M 12,485 – –
Brown Advisory
78
Brown Advisory
Maryland
$1.3M 12,335 +62 +0.5%
HIM
79
Hillsdale Investment Management
Ontario, Canada
$1.22M 11,600 -2,000 -15%
MIM
80
MetLife Investment Management
New Jersey
$1.18M 11,222 – –
ZIM
81
Zacks Investment Management
Illinois
$1.11M 10,590 +7,897 +293%
NA
82
Navellier & Associates
Nevada
$1.09M 10,327 +7,134 +223%
LPL Financial
83
LPL Financial
California
$1.02M 9,741 +3,552 +57%
PCA
84
Personal Capital Advisors
California
$1.01M 9,599 +9,599 New
Citigroup
85
Citigroup
New York
$1.01M 9,579 +4,594 +92%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$941K 8,952 +229 +3%
CB
87
Commerce Bank
Missouri
$920K 8,750 -1,195 -12%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$916K 11,960 – –
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$882K 8,382 – –
ASRS
90
Arizona State Retirement System
Arizona
$871K 8,282 -59 -0.7%
Victory Capital Management
91
Victory Capital Management
Texas
$869K 8,260 -348 -4%
CSS
92
Cubist Systematic Strategies
Connecticut
$867K 8,247 +5,015 +155%
Handelsbanken Fonder
93
Handelsbanken Fonder
Sweden
$858K 8,158 -900 -10%
AC
94
Allstate Corporation
Illinois
$834K 7,926 -694 -8%
BWP
95
Baldwin Wealth Partners
Massachusetts
$834K 7,926 – –
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$795K 7,563 +7,563 New
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$786K 7,472 +7,472 New
ACP
98
Aviance Capital Partners
Florida
$745K 7,087 – –
ProShare Advisors
99
ProShare Advisors
Maryland
$743K 7,064 +2,920 +70%
AAS
100
Ameritas Advisory Services
Nebraska
$741K 7,048 +7,048 New
2 3
4
5 6