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Helios Technologies
HLIO

Overview Fund Activity

125 hedge funds and large institutions have $771M invested in Helios Technologies in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
41
Reduced
38
Closed
11
Calls
$1.21M
Puts
$926K
Net Calls
+$286K
Net Calls Change
+$258K

Top Buyers

1
RA
1
Royce & Associates
New York
$86.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.2M
3
BFA
3
BlackRock Fund Advisors
California
$22M
4
GAM
4
Gotham Asset Management
New York
$2.43M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
NCM
2
Nelson Capital Management
California
$245K
3
CM
3
CS McKee
Pennsylvania
$7.59M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$45.7M
5
MSA
5
Mason Street Advisors
Wisconsin
$2.36M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
101
Glenmede Trust
Pennsylvania
$75K 1,925 – –
HNB
102
Huntington National Bank
Ohio
$71K 1,800 +1,800 New
Loomis, Sayles & Company
103
Loomis, Sayles & Company
Massachusetts
$69K 1,745 +1,745 New
Barclays
104
Barclays
United Kingdom
$50K 1,267 +497 +65%
Canada Life
105
Canada Life
Manitoba, Canada
$48K 1,227 – –
TRCT
106
Tower Research Capital (TRC)
New York
$48K 1,228 +1,228 New
PRS
107
Pinkerton Retirement Specialists
Idaho
$35K 862 +862 New
PCM
108
Prelude Capital Management
New York
$35K 900 +900 New
Creative Planning
109
Creative Planning
Kansas
$31K 775 +175 +29%
BlackRock
110
BlackRock
New York
$29K 746 – –
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$26K 654 -159 -20%
TSW
112
Thompson Siegel & Walmsley
Virginia
$24K 600 – –
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$24K 609 – –
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$22K 551 +447 +430%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$20K 504 -995 -66%
S
116
SignatureFD
Georgia
$16K 400 +400 New
MFS
117
McNamara Financial Services
Massachusetts
$15K 376 +376 New
HIM
118
Hutchens Investment Management
New Hampshire
$15K 376 +376 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$7K 152 – –
TFA
120
Transamerica Financial Advisors
Florida
$6K 150 – –
EWM
121
Evercore Wealth Management
New York
$5K 132 – –
WA
122
WFG Advisors
Texas
$4K 96 – –
MFS
123
MSI Financial Services
Massachusetts
$3K 84 – –
SA
124
SRH Advisors
Kansas
$1K 14 – –
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$565 14,351 -337 -2%
2 3 4
5
6