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Helios Technologies
HLIO

Overview Fund Activity

134 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+18
Holders Change %
+15.52%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
47
Reduced
36
Closed
6
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.31M

Top Buyers

1
Invesco
1
Invesco
Georgia
$20.9M
2
FAM
2
Fred Alger Management
New York
$10.2M
3
WA
3
Wasatch Advisors
Utah
$256M
4
BlackRock
4
BlackRock
New York
$115M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$141M

Top Sellers

1
SBF
1
Sara-Bay Financial
Florida
$54.9M
2
AAM
2
ACK Asset Management
Connecticut
$0
3
PCM
3
Penn Capital Management
Pennsylvania
$0
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$2.56M
5
Norges Bank
5
Norges Bank
Norway
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
101
DCM Advisors
New York
$266K +$266K +5,000 New
SG Americas Securities
102
SG Americas Securities
New York
$261K +$261K +4,894 New
LPL Financial
103
LPL Financial
California
$254K +$254K +4,759 New
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$236K – – –
Wellington Management Group
105
Wellington Management Group
Massachusetts
$222K +$222K +4,169 New
ZB
106
Zions Bancorporation
Utah
$219K +$9.89K +186 +5%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$215K +$19.6K +369 +10%
TC
108
Truvestments Capital
Florida
$200K – – –
CA
109
Clearstead Advisors
Ohio
$200K – – –
US Bancorp
110
US Bancorp
Minnesota
$184K -$9.37K -176 -5%
Truist Financial
111
Truist Financial
North Carolina
$166K +$166K +3,121 New
NIMI
112
Natixis Investment Managers International
France
$150K +$150K +2,820 New
AIP
113
Ameritas Investment Partners
Nebraska
$135K – – –
Canada Life
114
Canada Life
Manitoba, Canada
$115K – – –
VFA
115
Valeo Financial Advisors
Indiana
$102K -$74.1K -1,393 -42%
TRCT
116
Tower Research Capital (TRC)
New York
$74K -$1.33M -24,730 -95%
Osaic Holdings
117
Osaic Holdings
Arizona
$70K +$899 +17 +1%
Macquarie Group
118
Macquarie Group
Australia
$69K – – –
APA
119
American Portfolios Advisors
New York
$66.1K – – –
FF
120
FourThought Financial
Florida
$53K +$53K +997 New
AssetMark Inc
121
AssetMark Inc
California
$52K +$6.07K +115 +13%
PHK
122
Point72 Hong Kong
Hong Kong
$30K +$3.63K +69 +14%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$22K -$49K -906 -69%
S
124
SignatureFD
Georgia
$21K – – –
FHA
125
First Horizon Advisors
Tennessee
$21K +$1.97K +38 +10%
2 3 4
5
6