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Helios Technologies
HLIO

Overview Fund Activity

184 hedge funds and large institutions have $2.36B invested in Helios Technologies in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
59
Reduced
62
Closed
24
Calls
$852K
Puts
$1.87M
Net Calls
-$1.02M
Net Calls Change
+$490K

Top Buyers

1
CVA
1
Ceredex Value Advisors
Florida
$7.63M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$61.1M
3
OCM
3
Osterweis Capital Management
California
$6.78M
4
Ameriprise
4
Ameriprise
Minnesota
$59.2M
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$14M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$337K
2
BAMCO Inc
2
BAMCO Inc
New York
$8.74M
3
Invesco
3
Invesco
Georgia
$24.1M
4
RA
4
Royce & Associates
New York
$19.5M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
76
Cornercap Investment Counsel
Georgia
$1.19M +$1.19M +14,824 New
Allspring Global Investments
77
Allspring Global Investments
North Carolina
$1.13M +$4.25K +53 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
78
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.12M +$1.12M +14,008 New
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$1.09M – – –
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M -$247K -3,075 -19%
AIM
81
Aquila Investment Management
New York
$1.04M -$401K -5,000 -28%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$1.03M +$14.4K +179 +1%
CYG
83
Clean Yield Group
Vermont
$1.01M -$12K -150 -1%
Brown Advisory
84
Brown Advisory
Maryland
$985K -$4.98K -62 -0.5%
LPL Financial
85
LPL Financial
California
$953K +$200K +2,592 +27%
ZIM
86
Zacks Investment Management
Illinois
$951K +$101K +1,257 +12%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$947K -$13K -162 -1%
HIM
88
Hillsdale Investment Management
Ontario, Canada
$931K – – –
Renaissance Technologies
89
Renaissance Technologies
New York
$913K +$913K +11,375 New
Millennium Management
90
Millennium Management
New York
$828K +$572K +7,127 +223%
PCA
91
Personal Capital Advisors
California
$770K – – –
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$712K -$6.58K -82 -0.9%
AG
93
Algert Global
California
$703K +$703K +8,754 New
CB
94
Commerce Bank
Missouri
$702K – – –
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$700K +$143K +1,784 +26%
GT
96
Glenmede Trust
Pennsylvania
$695K +$144K +1,790 +26%
ASRS
97
Arizona State Retirement System
Arizona
$668K +$3.13K +39 +0.5%
ZB
98
Zions Bancorporation
Utah
$647K +$163K +2,028 +34%
BWP
99
Baldwin Wealth Partners
Massachusetts
$636K – – –
JF
100
Jump Financial
Illinois
$618K +$618K +7,700 New
2 3
4
5 6