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Helios Technologies
HLIO

Overview Fund Activity

127 hedge funds and large institutions have $1.43B invested in Helios Technologies in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
20
Increased
40
Reduced
42
Closed
15
Calls
$524K
Puts
$58K
Net Calls
+$466K
Net Calls Change
-$1.62M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$95.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17.1M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$79.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$7.76M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$241K
3
BCM
3
Brown Capital Management
Maryland
$257M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
RA
5
Royce & Associates
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$208K +$208K +3,213 New
XK
102
Xact Kapitalforvaltning
Sweden
$204K +$204K +3,158 New
Citigroup
103
Citigroup
New York
$184K +$166K +2,566 +923%
Simplex Trading
104
Simplex Trading
Illinois
$156K +$156K +2,414 New
AIP
105
Ameritas Investment Partners
Nebraska
$134K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$112K +$22.2K +342 +25%
CMBA
107
C.M. Bidwell & Associates
Hawaii
$105K – – –
GT
108
Glenmede Trust
Pennsylvania
$100K – – –
APA
109
American Portfolios Advisors
New York
$87.2K +$87.2K +1,347 New
PRS
110
Pinkerton Retirement Specialists
Idaho
$56K – – –
AF
111
Advisornet Financial
Minnesota
$55K +$55K +846 New
IDBONY
112
Israel Discount Bank of New York
New York
$53K – – –
AssetMark Inc
113
AssetMark Inc
California
$47K – – –
TSW
114
Thompson Siegel & Walmsley
Virginia
$39K – – –
PWM
115
Paulson Wealth Management
Illinois
$28K +$28K +438 New
FHA
116
First Horizon Advisors
Tennessee
$24K – – –
AG
117
Advisor Group
Arizona
$18K +$2.99K +45 +20%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$15K – – –
TRCT
119
Tower Research Capital (TRC)
New York
$14K -$155K -2,375 -92%
UBS Group
120
UBS Group
Switzerland
$11K -$385K -5,992 -97%
LWM
121
Lenox Wealth Management
Ohio
$10K – – –
PA
122
Parallel Advisors
California
$10K – – –
RFC
123
Regions Financial Corp
Alabama
$10K +$10K +150 New
HNB
124
Huntington National Bank
Ohio
$8K -$938 -15 -10%
Federated Hermes
125
Federated Hermes
Pennsylvania
$6K -$1.21K -20 -17%
2 3 4
5
6