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Helios Technologies
HLIO

Overview Fund Activity

104 hedge funds and large institutions have $940M invested in Helios Technologies in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 32 closing their positions.

Holders
104
Holders Change
-24
Holders Change %
-18.75%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
46
Reduced
26
Closed
32
Calls
$82K
Puts
$16K
Net Calls
+$66K
Net Calls Change
+$898K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77.3M
2
WA
2
Wasatch Advisors
Utah
$96.3M
3
BAMCO Inc
3
BAMCO Inc
New York
$25.7M
4
BlackRock
4
BlackRock
New York
$66M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$22M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$9.37M
3
RA
3
Royce & Associates
New York
$70.5M
4
KCM
4
Kornitzer Capital Management
Kansas
$0
5
CVA
5
Ceredex Value Advisors
Florida
$8.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
101
Advantage Investment Management
Iowa
$2K 74 +74 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$1K 40 – –
FCA
103
FinTrust Capital Advisors
South Carolina
$1K 16 +16 New
GT
104
Glenmede Trust
Pennsylvania
$51 1,550 +1,550 New
KCM
105
Kornitzer Capital Management
Kansas
– – -54,830 Closed
DCM
106
Driehaus Capital Management
Illinois
– – -35,950 Closed
PAM
107
Panagora Asset Management
Massachusetts
– – -18,906 Closed
PG
108
Pendal Group
Australia
– – -18,174 Closed
Principal Financial Group
109
Principal Financial Group
Iowa
– – -17,137 Closed
MWNA
110
Marshall Wace North America
New York
– – -12,761 Closed
UBS AM
111
UBS AM
Illinois
– – -9,830 Closed
Los Angeles Capital Management
112
Los Angeles Capital Management
California
– – -8,520 Closed
Millennium Management
113
Millennium Management
New York
– – -7,582 Closed
BCM
114
BlueCrest Capital Management
Jersey
– – -7,534 Closed
Marshall Wace
115
Marshall Wace
United Kingdom
– – -6,278 Closed
BUB
116
BBVA USA Bancshares
Texas
– – -6,209 Closed
NWP
117
Northstar Wealth Partners
Connecticut
– – -5,844 Closed
Walleye Trading
118
Walleye Trading
New York
– – -5,543 Closed
ERIM
119
Eagle Ridge Investment Management
Connecticut
– – -5,370 Closed
XK
120
Xact Kapitalforvaltning
Sweden
– – -5,358 Closed
Russell Investments Group
121
Russell Investments Group
United Kingdom
– – -4,678 Closed
USAA
122
United Services Automobile Association
Texas
– – -4,381 Closed
RJA
123
Raymond James & Associates
Florida
– – -4,334 Closed
VF
124
Virtu Financial
New York
– – -4,216 Closed
DADC
125
D.A. Davidson & Co
Montana
– – -4,064 Closed
2 3 4
5
6