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Helios Technologies
HLIO

Overview Fund Activity

110 hedge funds and large institutions have $666M invested in Helios Technologies in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
47
Reduced
32
Closed
10
Calls
–
Puts
$105K
Net Calls
-$105K
Net Calls Change
-$105K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$10M
2
BCM
2
Brown Capital Management
Maryland
$135M
3
BFA
3
BlackRock Fund Advisors
California
$20M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$44.8M
5
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$5.28M

Top Sellers

1
CAM
1
Cortina Asset Management
Wisconsin
$0
2
RA
2
Royce & Associates
New York
$59M
3
MSA
3
Mason Street Advisors
Wisconsin
$2.05M
4
CM
4
CS McKee
Pennsylvania
$27.4M
5
CRCP
5
Copper Rock Capital Partners
Massachusetts
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$26K +$72 +2 +0.3%
TSW
102
Thompson Siegel & Walmsley
Virginia
$22K – – –
Creative Planning
103
Creative Planning
Kansas
$22K – – –
TFA
104
Transamerica Financial Advisors
Florida
$6K – – –
NES
105
New England Securities
New York
$6K – – –
MAA
106
Managed Account Advisors
New Jersey
$6K +$6K +152 New
WA
107
WFG Advisors
Texas
$3K – – –
MFS
108
MSI Financial Services
Massachusetts
$3K – – –
HR
109
Howe & Rusling
New York
$3K +$3K +80 New
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$612 -$18 -499 -3%
CAM
111
Cortina Asset Management
Wisconsin
– -$2.6M -83,030 Closed
HighTower Advisors
112
HighTower Advisors
Illinois
– -$813K -25,171 Closed
GAM
113
Gotham Asset Management
New York
– -$749K -23,942 Closed
BMCMI
114
Bryn Mawr Capital Management Inc
Pennsylvania
– -$406K -12,992 Closed
ACI
115
AMP Capital Investors
Australia
– -$358K -11,261 Closed
Morgan Stanley
116
Morgan Stanley
New York
– -$320K -10,233 Closed
Jane Street
117
Jane Street
New York
– -$238K -7,605 Closed
ACP
118
Aviance Capital Partners
Florida
– -$222K -7,087 Closed
U
119
UBS
Switzerland
– -$32K -1,017 Closed
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
– -$1K -37 Closed
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