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Helios Technologies
HLIO

Overview Fund Activity

174 hedge funds and large institutions have $1.5B invested in Helios Technologies in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 23 closing their positions.

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
67
Reduced
46
Closed
23
Calls
$62K
Puts
$86K
Net Calls
-$24K
Net Calls Change
-$53K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$86.8M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$13.6M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$22.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$17.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$96.5M
2
WA
2
Wasatch Advisors
Utah
$169M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$82.1M
4
BCM
4
Brown Capital Management
Maryland
$86.5M
5
OAM
5
Ophir Asset Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
76
Intrepid Capital Management
Florida
$916K – – –
PA
77
Pinnacle Associates
New York
$882K +$343K +7,570 +64%
Mirae Asset Global ETFs Holdings
78
Mirae Asset Global ETFs Holdings
Hong Kong
$871K +$94.9K +1,990 +12%
CF
79
Corebridge Financial
Texas
$848K -$5.2K -109 -0.6%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$813K -$11.4K -240 -1%
Jacobs Levy Equity Management
81
Jacobs Levy Equity Management
New Jersey
$790K -$387K -8,115 -33%
Canada Life
82
Canada Life
Manitoba, Canada
$677K +$86.2K +1,805 +15%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$625K +$104K +2,190 +20%
A
84
AlphaQuest
New York
$623K +$623K +13,054 New
First Trust Advisors
85
First Trust Advisors
Illinois
$607K -$948K -19,879 -61%
SPA
86
Sherbrooke Park Advisers
New York
$605K +$605K +12,687 New
TRCT
87
Tower Research Capital (TRC)
New York
$591K +$81.9K +1,718 +16%
Brown Advisory
88
Brown Advisory
Maryland
$585K – – –
VNIM
89
Vaughan Nelson Investment Management
Texas
$583K +$583K +12,210 New
Wells Fargo
90
Wells Fargo
California
$568K -$13.4K -280 -2%
SG Americas Securities
91
SG Americas Securities
New York
$554K +$416K +8,729 +302%
GT
92
Glenmede Trust
Pennsylvania
$534K -$954 -20 -0.2%
CYG
93
Clean Yield Group
Vermont
$530K -$10.7K -225 -2%
PA
94
Procyon Advisors
Connecticut
$513K +$166K +3,480 +48%
EC
95
EntryPoint Capital
New York
$500K +$500K +10,480 New
QT
96
Quantbot Technologies
New York
$494K +$494K +10,348 New
FHB
97
First Hawaiian Bank
Hawaii
$478K +$30.8K +645 +7%
MGIA
98
Moneta Group Investment Advisors
Missouri
$478K – – –
ASRS
99
Arizona State Retirement System
Arizona
$455K +$13.3K +279 +3%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$453K -$23.5K -493 -5%
2 3
4
5 6