HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

169 hedge funds and large institutions have $2.02B invested in Helios Technologies in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
59
Reduced
66
Closed
21
Calls
$482K
Puts
$53K
Net Calls
+$429K
Net Calls Change
-$271K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$135M
2
AAM
2
ACK Asset Management
Connecticut
$42M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$93.2M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$12.7M
5
BlackRock
5
BlackRock
New York
$143M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$19.6M
2
WA
2
Wasatch Advisors
Utah
$269M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$34M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
76
MetLife Investment Management
New Jersey
$1.16M – – –
LPL Financial
77
LPL Financial
California
$1.11M +$17.4K +264 +2%
AIG
78
American International Group
New York
$1.04M +$5.02K +76 +0.5%
Deutsche Bank
79
Deutsche Bank
Germany
$1.01M -$504K -7,624 -33%
Wells Fargo
80
Wells Fargo
California
$975K +$402K +6,082 +70%
Citigroup
81
Citigroup
New York
$960K +$829K +12,548 +633%
Jane Street
82
Jane Street
New York
$946K +$142K +2,154 +18%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$942K – – –
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$925K -$1.19K -18 -0.1%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$897K -$41.3K -625 -4%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$874K +$9.98K +151 +1%
ZB
87
Zions Bancorporation
Utah
$847K +$3.77K +57 +0.4%
Brown Advisory
88
Brown Advisory
Maryland
$811K – – –
Renaissance Technologies
89
Renaissance Technologies
New York
$805K -$1.34M -20,200 -62%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$776K -$5.29K -80 -0.7%
CYG
91
Clean Yield Group
Vermont
$770K -$9.91K -150 -1%
MGIA
92
Moneta Group Investment Advisors
Missouri
$663K – – –
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$615K -$286K -4,320 -32%
ASRS
94
Arizona State Retirement System
Arizona
$605K -$18.6K -281 -3%
CAM
95
ClariVest Asset Management
California
$589K -$46.3K -700 -7%
Truist Financial
96
Truist Financial
North Carolina
$585K -$38.7K -586 -6%
BWP
97
Baldwin Wealth Partners
Massachusetts
$524K – – –
GT
98
Glenmede Trust
Pennsylvania
$504K – – –
Victory Capital Management
99
Victory Capital Management
Texas
$478K -$141K -2,133 -23%
ACP
100
Aviance Capital Partners
Florida
$468K – – –
2 3
4
5 6