HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.46B invested in Helios Technologies in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 23 closing their positions.

Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
72
Reduced
48
Closed
23
Calls
$308K
Puts
$27K
Net Calls
+$281K
Net Calls Change
+$305K

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$32.2M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$88.7M
3
SBF
3
Sara-Bay Financial
Florida
$54.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$11.1M
5
UBS Group
5
UBS Group
Switzerland
$7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$65.3M
2
BCM
2
Brown Capital Management
Maryland
$68.3M
3
FCM
3
Frontier Capital Management
Massachusetts
$8.07M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$11M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$847K -$206K -4,623 -20%
Mirae Asset Global ETFs Holdings
77
Mirae Asset Global ETFs Holdings
Hong Kong
$844K +$29K +649 +4%
TI
78
Trexquant Investment
Connecticut
$779K +$779K +17,455 New
NIMI
79
Natixis Investment Managers International
France
$762K +$762K +17,070 New
Wells Fargo
80
Wells Fargo
California
$761K +$230K +5,147 +43%
CF
81
Corebridge Financial
Texas
$738K -$55.7K -1,248 -7%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$718K -$43.1K -965 -6%
IIM
83
INTECH Investment Management
Florida
$660K +$450K +10,089 +215%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$638K +$638K +14,323 New
Canada Life
85
Canada Life
Manitoba, Canada
$632K – – –
SG Americas Securities
86
SG Americas Securities
New York
$602K +$83.2K +1,863 +16%
Brown Advisory
87
Brown Advisory
Maryland
$548K – – –
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$517K +$517K +11,577 New
PA
89
Pinnacle Associates
New York
$510K -$358K -8,025 -41%
CYG
90
Clean Yield Group
Vermont
$490K -$6.7K -150 -1%
GT
91
Glenmede Trust
Pennsylvania
$453K -$47.3K -1,059 -9%
FHB
92
First Hawaiian Bank
Hawaii
$448K – – –
MGIA
93
Moneta Group Investment Advisors
Missouri
$448K – – –
ASRS
94
Arizona State Retirement System
Arizona
$430K +$4.15K +93 +1%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$425K +$848 +19 +0.2%
PA
96
Procyon Advisors
Connecticut
$423K -$57.7K -1,292 -12%
ProShare Advisors
97
ProShare Advisors
Maryland
$418K +$138K +3,081 +49%
Handelsbanken Fonder
98
Handelsbanken Fonder
Sweden
$418K +$71.5K +1,600 +21%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$415K – – –
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$409K +$171K +3,829 +72%
2 3
4
5 6