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Helios Technologies
HLIO

Overview Fund Activity

113 hedge funds and large institutions have $1.28B invested in Helios Technologies in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
32
Reduced
37
Closed
12
Calls
$1.08M
Puts
$3.93M
Net Calls
-$2.85M
Net Calls Change
-$2.91M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$143M
2
BAMCO Inc
2
BAMCO Inc
New York
$40.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$113M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$122M
5
DDC
5
DF Dent & Co
Maryland
$4.28M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$16K
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
GKIM
3
GW&K Investment Management
Massachusetts
$22.9M
4
RA
4
Royce & Associates
New York
$92.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.19M
Name Market Value Shares Shares
Change 		Shares
Change %
S
101
SignatureFD
Georgia
$23K 500 – –
AG
102
Advisor Group
Arizona
$19K 397 -217 -35%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$17K 375 -411 -52%
FAM
104
Fred Alger Management
New York
$16K 338 -663,408 -100%
FHA
105
First Horizon Advisors
Tennessee
$13K 287 -118 -29%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$8K 156 – –
RFC
107
Regions Financial Corp
Alabama
$7K 150 – –
LWM
108
Lenox Wealth Management
Ohio
$7K 150 – –
HNB
109
Huntington National Bank
Ohio
$6K 128 – –
OIA
110
Optimum Investment Advisors
Illinois
$3K 65 – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$2K 41 +1 +3%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1K 26 +26 New
GT
113
Glenmede Trust
Pennsylvania
$72 1,550 – –
CVA
114
Ceredex Value Advisors
Florida
– – -259,245 Closed
MOACM
115
Mutual of America Capital Management
New York
– – -90,800 Closed
WCM Investment Management
116
WCM Investment Management
California
– – -62,132 Closed
IP
117
Isthmus Partners
Wisconsin
– – -28,186 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
– – -16,494 Closed
CG
119
Cutler Group
California
– – -800 Closed
TSW
120
Thompson Siegel & Walmsley
Virginia
– – -600 Closed
Simplex Trading
121
Simplex Trading
Illinois
– – -224 Closed
MNBTD
122
Moody National Bank Trust Division
Texas
– – -114 Closed
ASN
123
Advisory Services Network
Georgia
– – -95 Closed
AIM
124
Advantage Investment Management
Iowa
– – -74 Closed
FCA
125
FinTrust Capital Advisors
South Carolina
– – -16 Closed
2 3 4
5
6