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Helios Technologies
HLIO

Overview Fund Activity

116 hedge funds and large institutions have $1.04B invested in Helios Technologies in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
41
Reduced
36
Closed
11
Calls
$381K
Puts
–
Net Calls
+$381K
Net Calls Change
+$381K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.82M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$116M
3
BAMCO Inc
3
BAMCO Inc
New York
$11.8M
4
AACP
4
Advantage Alpha Capital Partners
California
$3.02M
5
CCA
5
Conestoga Capital Advisors
Pennsylvania
$50M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$311K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.5M
3
Norges Bank
3
Norges Bank
Norway
$17.7M
4
SBF
4
Sara-Bay Financial
Florida
$45.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$78K -$5.64K -156 -7%
Citigroup
102
Citigroup
New York
$73K -$274K -7,508 -79%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$71K -$35.6K -911 -33%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$48K -$219 -6 -0.5%
Osaic Holdings
105
Osaic Holdings
Arizona
$48K +$367 +10 +0.8%
Macquarie Group
106
Macquarie Group
Australia
$47K – – –
APA
107
American Portfolios Advisors
New York
$45.2K – – –
AssetMark Inc
108
AssetMark Inc
California
$32K – – –
PHK
109
Point72 Hong Kong
Hong Kong
$18K -$2.98K -83 -14%
S
110
SignatureFD
Georgia
$15K – – –
FHA
111
First Horizon Advisors
Tennessee
$13K – – –
CAM
112
ClariVest Asset Management
California
$8K +$8K +219 New
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$6K – – –
NNP
114
Nachman Norwood & Parrott
South Carolina
$5K +$5K +135 New
HNB
115
Huntington National Bank
Ohio
$4K – – –
RCA
116
Ranch Capital Advisors
Florida
$1K – – –
First Trust Advisors
117
First Trust Advisors
Illinois
– -$1.42M -38,213 Closed
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
– -$722K -19,391 Closed
SG Americas Securities
119
SG Americas Securities
New York
– -$578K -15,506 Closed
Squarepoint
120
Squarepoint
New York
– -$443K -11,898 Closed
AIM
121
Aigen Investment Management
New York
– -$319K -8,552 Closed
EGM
122
Engineers Gate Manager
New York
– -$244K -6,560 Closed
ECM
123
ExodusPoint Capital Management
New York
– -$236K -6,339 Closed
FQ
124
First Quadrant
California
– -$89K -2,390 Closed
PAG
125
Private Advisor Group
New Jersey
– -$75K -2,022 Closed
2 3 4
5
6