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Helios Technologies
HLIO

Overview Fund Activity

166 hedge funds and large institutions have $1.42B invested in Helios Technologies in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 21 closing their positions.

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
59
Reduced
48
Closed
21
Calls
$558K
Puts
$1.3M
Net Calls
-$739K
Net Calls Change
-$1.02M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$114M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
BlackRock
3
BlackRock
New York
$109M
4
BCM
4
Brown Capital Management
Maryland
$141M
5
Millennium Management
5
Millennium Management
New York
$8.95M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$95.5M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$634K
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
76
MetLife Investment Management
New Jersey
$794K 17,500 – –
Deutsche Bank
77
Deutsche Bank
Germany
$771K 17,000 -332 -2%
American Century Companies
78
American Century Companies
Missouri
$769K 16,957 -2,033 -11%
QT
79
Quantbot Technologies
New York
$750K 16,532 +16,532 New
AIG
80
American International Group
New York
$748K 16,497 +134 +0.8%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$729K 16,077 +34 +0.2%
Citigroup
82
Citigroup
New York
$699K 15,421 +8,735 +131%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$689K 15,187 +938 +7%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$634K 13,977 -245,300 -95%
SOW
85
State of Wyoming
Wyoming
$631K 13,925 +1,075 +8%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$609K 13,439 -231,036 -95%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$604K 13,324 -14,634 -52%
GCP
88
GSA Capital Partners
United Kingdom
$590K 13,016 +13,016 New
Brown Advisory
89
Brown Advisory
Maryland
$557K 12,273 – –
CYG
90
Clean Yield Group
Vermont
$528K 11,644 – –
DFCM
91
Dark Forest Capital Management
Puerto Rico
$502K 11,072 +2,310 +26%
LCM
92
Landscape Capital Management
New Jersey
$475K 10,472 +10,472 New
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$473K 10,433 -1,309 -11%
QC
94
Quadrature Capital
United Kingdom
$465K 10,257 +10,257 New
MGIA
95
Moneta Group Investment Advisors
Missouri
$455K 10,025 – –
GT
96
Glenmede Trust
Pennsylvania
$450K 9,913 +28 +0.3%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$448K 9,869 +4,832 +96%
DTL
98
Dynamic Technology Lab
Singapore
$428K 9,434 +9,434 New
Victory Capital Management
99
Victory Capital Management
Texas
$428K 9,437 -284 -3%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$424K 9,355 – –
2 3
4
5 6