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Helios Technologies
HLIO

Overview Fund Activity

112 hedge funds and large institutions have $562M invested in Helios Technologies in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
37
Reduced
37
Closed
17
Calls
$52K
Puts
$620K
Net Calls
-$568K
Net Calls Change
-$667K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$14.3M
2
BCM
2
Brown Capital Management
Maryland
$108M
3
RA
3
Royce & Associates
New York
$79.1M
4
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$12.5M
5
NFA
5
Nationwide Fund Advisors
Ohio
$4.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.78M
2
FAM
2
Fred Alger Management
New York
$0
3
HW
3
Hancock Whitney
Mississippi
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
O
5
OppenheimerFunds
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
101
MYCIO Wealth Partners
Pennsylvania
$14K – – –
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$8K +$8K +302 New
Barclays
103
Barclays
United Kingdom
$6K -$5.4K -205 -47%
TFA
104
Transamerica Financial Advisors
Florida
$5K – – –
TRCT
105
Tower Research Capital (TRC)
New York
$4K -$23K -735 -85%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$4K -$2.35K -78 -37%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$4K +$244 +8 +7%
MFS
108
MSI Financial Services
Massachusetts
$2K – – –
S
109
SignatureFD
Georgia
$1K +$1K +31 New
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +49 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$418 +$13 +461 +3%
FAM
112
Fred Alger Management
New York
– -$12.4M -326,002 Closed
HW
113
Hancock Whitney
Mississippi
– -$9.16M -221,450 Closed
Fidelity Investments
114
Fidelity Investments
Massachusetts
– -$4.5M -118,000 Closed
O
115
OppenheimerFunds
New York
– -$4.42M -116,040 Closed
FI
116
FCM Investments
Texas
– -$1.16M -30,545 Closed
WBC
117
Westpac Banking Corp
Australia
– -$770K -20,199 Closed
AA
118
ALPS Advisors
Colorado
– -$510K -13,375 Closed
TC
119
TFS Capital
Pennsylvania
– -$485K -12,728 Closed
BTS
120
BB&T Securities
Virginia
– -$298K -7,839 Closed
SB
121
Suntrust Banks
Georgia
– -$273K -7,191 Closed
AG
122
Aperio Group
California
– -$274K -7,191 Closed
ACP
123
Aviance Capital Partners
Florida
– -$270K -7,087 Closed
Truist Financial
124
Truist Financial
North Carolina
– -$267K -7,017 Closed
William Blair & Company
125
William Blair & Company
Illinois
– -$264K -6,938 Closed
2 3 4
5
6