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Helios Technologies
HLIO

Overview Fund Activity

155 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
63
Reduced
51
Closed
24
Calls
$427K
Puts
$150K
Net Calls
+$277K
Net Calls Change
-$152K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.4M
3
CVA
3
Ceredex Value Advisors
Florida
$12.4M
4
FAM
4
Fred Alger Management
New York
$6.82M
5
Bank of America
5
Bank of America
North Carolina
$22.5M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$4K
2
WA
2
Wasatch Advisors
Utah
$214M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
RCMC
4
RK Capital Management (Colorado)
Colorado
$0
5
AAM
5
ACK Asset Management
Connecticut
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOCAA
76
Knights of Columbus Asset Advisors
Connecticut
$937K -$761K -13,717 -45%
AIG
77
American International Group
New York
$908K +$32.2K +581 +4%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$892K -$282K -5,078 -24%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$890K +$156K +2,817 +21%
Citadel Advisors
80
Citadel Advisors
Florida
$870K -$454K -8,186 -34%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$791K – – –
SOW
82
State of Wyoming
Wyoming
$713K +$418K +7,530 +142%
Brown Advisory
83
Brown Advisory
Maryland
$681K – – –
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$651K – – –
CYG
85
Clean Yield Group
Vermont
$647K – – –
Renaissance Technologies
86
Renaissance Technologies
New York
$631K -$44.4K -800 -7%
MGIA
87
Moneta Group Investment Advisors
Missouri
$556K – – –
GT
88
Glenmede Trust
Pennsylvania
$548K +$121K +2,185 +28%
Victory Capital Management
89
Victory Capital Management
Texas
$539K +$138K +2,485 +34%
SG Americas Securities
90
SG Americas Securities
New York
$520K +$520K +9,364 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$519K +$2.77K +50 +0.5%
ASRS
92
Arizona State Retirement System
Arizona
$516K +$7.93K +143 +2%
DFCM
93
Dark Forest Capital Management
Puerto Rico
$486K +$486K +8,762 New
Truist Financial
94
Truist Financial
North Carolina
$453K -$38.9K -701 -8%
WI
95
WrapManager Inc
California
$451K +$113K +2,030 +33%
BWP
96
Baldwin Wealth Partners
Massachusetts
$440K – – –
Wells Fargo
97
Wells Fargo
California
$422K -$396K -7,146 -48%
CA
98
Clearstead Advisors
Ohio
$416K +$208K +3,750 +100%
Corient Private Wealth
99
Corient Private Wealth
Florida
$404K +$59.9K +1,080 +17%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$401K +$15.4K +278 +4%
2 3
4
5 6