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Helios Technologies
HLIO

Overview Fund Activity

165 hedge funds and large institutions have $1.58B invested in Helios Technologies in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
61
Reduced
51
Closed
22
Calls
$402K
Puts
$32K
Net Calls
+$370K
Net Calls Change
+$770K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$162M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$54.1M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$13.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$36.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.6M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
CVA
3
Ceredex Value Advisors
Florida
$34K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.56M
5
SI
5
Sapience Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$742K 13,625 – –
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$709K 13,031 +177 +1%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$708K 13,010 -4 -0%
CYG
79
Clean Yield Group
Vermont
$674K 12,379 – –
Brown Advisory
80
Brown Advisory
Maryland
$668K 12,273 – –
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$644K 11,822 – –
ICM
82
Intrepid Capital Management
Florida
$633K 11,627 -2,825 -20%
ZB
83
Zions Bancorporation
Utah
$563K 10,340 +542 +6%
Victory Capital Management
84
Victory Capital Management
Texas
$556K 10,220 +3,404 +50%
UBS Group
85
UBS Group
Switzerland
$511K 9,387 +8,586 +1,072%
ASRS
86
Arizona State Retirement System
Arizona
$500K 9,183 +355 +4%
PCA
87
Personal Capital Advisors
California
$498K 9,150 – –
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$472K 8,663 -4,226 -33%
WHG
89
Westwood Holdings Group
Texas
$471K 8,656 +8,656 New
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$466K 8,558 -3,614 -30%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$440K 8,090 +1,074 +15%
BWP
92
Baldwin Wealth Partners
Massachusetts
$431K 7,926 – –
GT
93
Glenmede Trust
Pennsylvania
$421K 7,730 -30 -0.4%
CB
94
Commerce Bank
Missouri
$409K 7,514 -250 -3%
American Century Companies
95
American Century Companies
Missouri
$405K 7,436 +2,853 +62%
First Trust Advisors
96
First Trust Advisors
Illinois
$392K 7,204 -32,905 -82%
ACP
97
Aviance Capital Partners
Florida
$386K 7,087 – –
AAS
98
Ameritas Advisory Services
Nebraska
$384K 7,048 – –
AQR Capital Management
99
AQR Capital Management
Connecticut
$376K 6,906 -976 -12%
Handelsbanken Fonder
100
Handelsbanken Fonder
Sweden
$373K 6,858 – –
2 3
4
5 6