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Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 34 closing their positions.

Holders
171
Holders Change
-8
Holders Change %
-4.47%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
52
Reduced
56
Closed
34
Calls
$29K
Puts
–
Net Calls
+$29K
Net Calls Change
+$1.18M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$34.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$12.2M
5
FCM
5
Frontier Capital Management
Massachusetts
$10.1M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$22.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$138M
3
BCM
3
Brown Capital Management
Maryland
$94.7M
4
Millennium Management
4
Millennium Management
New York
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$971K -$1.23M -25,825 -56%
CCMINC
77
Cardinal Capital Management Inc (North Carolina)
North Carolina
$924K +$33.5K +702 +4%
MIM
78
MetLife Investment Management
New Jersey
$918K +$82.2K +1,722 +10%
ICM
79
Intrepid Capital Management
Florida
$917K – – –
Citadel Advisors
80
Citadel Advisors
Florida
$879K -$5.15M -107,853 -85%
CF
81
Corebridge Financial
Texas
$854K +$854K +17,888 New
LCM
82
Legato Capital Management
California
$838K +$838K +17,559 New
Barclays
83
Barclays
United Kingdom
$831K -$870K -18,222 -51%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$826K +$58.2K +1,218 +8%
Deutsche Bank
85
Deutsche Bank
Germany
$780K -$97.8K -2,049 -11%
Mirae Asset Global ETFs Holdings
86
Mirae Asset Global ETFs Holdings
Hong Kong
$777K +$777K +16,270 New
N
87
Numerai
California
$650K -$735K -15,391 -53%
Canada Life
88
Canada Life
Manitoba, Canada
$590K – – –
Brown Advisory
89
Brown Advisory
Maryland
$586K – – –
Wells Fargo
90
Wells Fargo
California
$582K +$76.1K +1,594 +15%
PA
91
Pinnacle Associates
New York
$567K -$321K -6,720 -36%
CYG
92
Clean Yield Group
Vermont
$542K – – –
Victory Capital Management
93
Victory Capital Management
Texas
$537K +$8.55K +179 +2%
GT
94
Glenmede Trust
Pennsylvania
$536K +$12.1K +254 +2%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$521K -$1.14M -23,965 -69%
TRCT
96
Tower Research Capital (TRC)
New York
$509K +$478K +10,002 +1,500%
MGIA
97
Moneta Group Investment Advisors
Missouri
$479K – – –
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$477K +$1.24K +26 +0.3%
FHB
99
First Hawaiian Bank
Hawaii
$448K +$448K +9,384 New
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$444K -$207K -4,330 -32%
2 3
4
5 6