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Helios Technologies
HLIO

Overview Fund Activity

163 hedge funds and large institutions have $1.99B invested in Helios Technologies in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-21
Holders Change %
-11.41%
% 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
0.03%
New
12
Increased
54
Reduced
56
Closed
30
Calls
$13K
Puts
$278K
Net Calls
-$265K
Net Calls Change
+$757K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$84.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M
3
Victory Capital Management
3
Victory Capital Management
Texas
$14M
4
BCM
4
Brown Capital Management
Maryland
$190M
5
CS
5
Credit Suisse
Switzerland
$7.59M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$34M
2
BAMCO Inc
2
BAMCO Inc
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
WA
4
Wasatch Advisors
Utah
$306M
5
GKIM
5
GW&K Investment Management
Massachusetts
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
76
LPL Financial
California
$848K +$57.9K +903 +7%
CYG
77
Clean Yield Group
Vermont
$820K -$13.2K -200 -2%
Brown Advisory
78
Brown Advisory
Maryland
$813K – – –
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$782K – – –
HIM
80
Hillsdale Investment Management
Ontario, Canada
$769K – – –
Two Sigma Advisers
81
Two Sigma Advisers
New York
$755K +$755K +11,400 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
82
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$742K -$185K -2,801 -20%
SG Americas Securities
83
SG Americas Securities
New York
$731K -$1.23M -18,544 -63%
ZB
84
Zions Bancorporation
Utah
$651K +$117K +1,772 +22%
PCA
85
Personal Capital Advisors
California
$636K – – –
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$621K +$32.9K +497 +6%
ASRS
87
Arizona State Retirement System
Arizona
$582K +$30.5K +460 +6%
Millennium Management
88
Millennium Management
New York
$578K -$105K -1,589 -15%
GT
89
Glenmede Trust
Pennsylvania
$541K -$32.8K -496 -6%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$541K +$541K +8,163 New
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$540K -$37.9K -572 -7%
BWP
92
Baldwin Wealth Partners
Massachusetts
$525K – – –
CB
93
Commerce Bank
Missouri
$515K -$65.4K -986 -11%
ACP
94
Aviance Capital Partners
Florida
$470K – – –
AAS
95
Ameritas Advisory Services
Nebraska
$467K – – –
Handelsbanken Fonder
96
Handelsbanken Fonder
Sweden
$454K – – –
JGUA
97
John G. Ullman & Associates
New York
$417K – – –
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
$411K +$199 +3 +0%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$404K +$6.76K +102 +2%
Osaic Holdings
100
Osaic Holdings
Arizona
$374K -$27.2K -413 -7%
2 3
4
5 6