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Helios Technologies
HLIO

Overview Fund Activity

179 hedge funds and large institutions have $1.38B invested in Helios Technologies in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
54
Reduced
62
Closed
21
Calls
$40K
Puts
$1.19M
Net Calls
-$1.15M
Net Calls Change
-$414K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$147M
2
WA
2
Wasatch Advisors
Utah
$186M
3
Bank of America
3
Bank of America
North Carolina
$29.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$16.7M
5
KTA
5
Keeley-Teton Advisors
Illinois
$3.29M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41M
2
BCM
2
Brown Capital Management
Maryland
$101M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.1M
4
TCM
4
Tributary Capital Management
Nebraska
$0
5
BlackRock
5
BlackRock
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$891K +$279K +4,270 +46%
GCP
77
GSA Capital Partners
United Kingdom
$891K +$309K +6,923 +53%
ICM
78
Intrepid Capital Management
Florida
$858K -$40.7K -911 -5%
CCMINC
79
Cardinal Capital Management Inc (North Carolina)
North Carolina
$834K +$834K +18,651 New
PA
80
Pinnacle Associates
New York
$831K -$38K -850 -4%
Deutsche Bank
81
Deutsche Bank
Germany
$822K +$62K +1,388 +8%
MIM
82
MetLife Investment Management
New Jersey
$782K – – –
OAM
83
Oppenheimer Asset Management
New York
$737K -$199K -4,458 -21%
American Century Companies
84
American Century Companies
Missouri
$737K -$21K -469 -3%
AIG
85
American International Group
New York
$731K -$6.26K -140 -0.8%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$718K -$134 -3 -0%
Jane Street
87
Jane Street
New York
$709K +$709K +15,875 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$638K -$2.29M -51,239 -78%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$625K – – –
Russell Investments Group
90
Russell Investments Group
United Kingdom
$593K -$2.77K -62 -0.5%
ACM
91
Aquatic Capital Management
Illinois
$577K +$407K +9,100 +239%
TD Asset Management
92
TD Asset Management
Ontario, Canada
$559K -$1.04M -23,264 -65%
Canada Life
93
Canada Life
Manitoba, Canada
$553K +$423K +9,465 +326%
Brown Advisory
94
Brown Advisory
Maryland
$548K – – –
TI
95
Trexquant Investment
Connecticut
$526K +$526K +11,765 New
BCM
96
Bayesian Capital Management
New York
$513K +$513K +11,482 New
CYG
97
Clean Yield Group
Vermont
$507K -$13.4K -300 -3%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$495K -$105K -2,357 -18%
Victory Capital Management
99
Victory Capital Management
Texas
$495K +$73.3K +1,640 +17%
GT
100
Glenmede Trust
Pennsylvania
$490K +$47.1K +1,053 +11%
2 3
4
5 6