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Helios Technologies
HLIO

Overview Fund Activity

121 hedge funds and large institutions have $1.05B invested in Helios Technologies in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+14
Holders Change %
+13.08%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
47
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$114M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$21.5M
4
AAM
4
ACK Asset Management
Connecticut
$9.59M
5
PCM
5
Penn Capital Management
Pennsylvania
$8.04M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$105M
2
BAMCO Inc
2
BAMCO Inc
New York
$8.57M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$17.3M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
RA
5
Royce & Associates
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$138K -$52.4K -1,406 -28%
AIP
102
Ameritas Investment Partners
Nebraska
$95K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$92K +$61.2K +1,813 +198%
FQ
104
First Quadrant
California
$89K +$89K +2,390 New
Canada Life
105
Canada Life
Manitoba, Canada
$86K +$223 +6 +0.3%
PAG
106
Private Advisor Group
New Jersey
$75K +$75K +2,022 New
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$72K -$291K -7,814 -80%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$49K -$1.23K -33 -2%
Macquarie Group
109
Macquarie Group
Australia
$48K +$48K +1,290 New
Osaic Holdings
110
Osaic Holdings
Arizona
$47K +$4.31K +119 +10%
APA
111
American Portfolios Advisors
New York
$46.2K – – –
AssetMark Inc
112
AssetMark Inc
California
$32K +$10.1K +275 +46%
PHK
113
Point72 Hong Kong
Hong Kong
$22K +$22K +584 New
S
114
SignatureFD
Georgia
$15K -$2.06K -55 -12%
FHA
115
First Horizon Advisors
Tennessee
$13K +$2.83K +80 +28%
CG
116
Cutler Group
California
$11K -$7.33K -200 -40%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$6K +$6K +161 New
HNB
118
Huntington National Bank
Ohio
$5K -$620 -15 -11%
LWM
119
Lenox Wealth Management
Ohio
$5K – – –
KPW
120
Kore Private Wealth
New York
$3K +$3K +84 New
RCA
121
Ranch Capital Advisors
Florida
$2K -$4K -100 -67%
Loomis, Sayles & Company
122
Loomis, Sayles & Company
Massachusetts
– -$10.9M -288,111 Closed
EAM
123
Eagle Asset Management
Florida
– -$7.11M -187,407 Closed
VDBMI
124
Van Den Berg Management I
Texas
– -$690K -18,190 Closed
AIC
125
Ameritas Investment Company
Nebraska
– -$344K -10,533 Closed
2 3 4
5
6