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Helios Technologies
HLIO

Overview Fund Activity

168 hedge funds and large institutions have $1.51B invested in Helios Technologies in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
51
Closed
21
Calls
–
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$135K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$33.4M
2
AAM
2
ACK Asset Management
Connecticut
$8.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.49M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$5.11M
5
BCM
5
Brown Capital Management
Maryland
$149M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.27M
2
Invesco
2
Invesco
Georgia
$1.82M
3
Victory Capital Management
3
Victory Capital Management
Texas
$345K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27.8M
5
Ameriprise
5
Ameriprise
Minnesota
$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
76
Intrepid Capital Management
Florida
$731K +$731K +14,452 New
EGM
77
Engineers Gate Manager
New York
$728K +$728K +14,393 New
APP
78
Alpha Paradigm Partners
Illinois
$726K -$117K -2,320 -14%
LPL Financial
79
LPL Financial
California
$712K +$42.1K +831 +6%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$692K +$692K +13,672 New
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$689K – – –
VOYA Investment Management
82
VOYA Investment Management
Georgia
$659K +$4.71K +93 +0.7%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$652K +$240K +4,744 +58%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$650K -$10.3K -203 -2%
CYG
85
Clean Yield Group
Vermont
$626K – – –
Brown Advisory
86
Brown Advisory
Maryland
$621K – – –
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$616K +$362K +7,144 +142%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$609K +$1.24K +24 +0.2%
ZB
89
Zions Bancorporation
Utah
$496K -$1.67K -33 -0.3%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$466K -$7.94K -157 -2%
PCA
91
Personal Capital Advisors
California
$463K -$22.7K -449 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
92
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$456K -$111K -2,199 -20%
ASRS
93
Arizona State Retirement System
Arizona
$447K +$2.38K +47 +0.5%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$408K -$5.47K -108 -1%
BWP
95
Baldwin Wealth Partners
Massachusetts
$401K – – –
AQR Capital Management
96
AQR Capital Management
Connecticut
$399K +$134K +2,649 +51%
Principal Financial Group
97
Principal Financial Group
Iowa
$393K -$287K -5,670 -42%
CB
98
Commerce Bank
Missouri
$393K – – –
GT
99
Glenmede Trust
Pennsylvania
$392K -$20.7K -409 -5%
ACP
100
Aviance Capital Partners
Florida
$359K – – –
2 3
4
5 6