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Helios Technologies
HLIO

Overview Fund Activity

157 hedge funds and large institutions have $2.43B invested in Helios Technologies in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
54
Reduced
54
Closed
11
Calls
$435K
Puts
–
Net Calls
+$435K
Net Calls Change
+$30K

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$52.9M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$39M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$123M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$227M
5
Charles Schwab
5
Charles Schwab
California
$20.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$226M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$49.2M
3
BAMCO Inc
3
BAMCO Inc
New York
$17.6M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
RA
5
Royce & Associates
New York
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
101
Renaissance Technologies
New York
$417K +$417K +5,075 New
DA
102
DCM Advisors
New York
$411K – – –
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$409K +$80K +974 +24%
Citigroup
104
Citigroup
New York
$409K +$237K +2,886 +137%
Osaic Holdings
105
Osaic Holdings
Arizona
$400K +$28.7K +349 +8%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$367K +$36.3K +442 +11%
AA
107
ALPS Advisors
Colorado
$352K +$352K +4,283 New
ProShare Advisors
108
ProShare Advisors
Maryland
$340K -$348K -4,247 -51%
CA
109
Clearstead Advisors
Ohio
$337K +$28.7K +349 +9%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$337K +$96K +1,170 +40%
HF
111
HRT Financial
New York
$333K +$333K +4,059 New
US Bancorp
112
US Bancorp
Minnesota
$331K +$1.23K +15 +0.4%
CANY
113
Caxton Associates (New York)
New York
$331K +$331K +4,037 New
IC
114
IEQ Capital
California
$330K -$31K -377 -9%
TC
115
Truvestments Capital
Florida
$308K – – –
CSS
116
Cubist Systematic Strategies
Connecticut
$265K -$131K -1,596 -33%
NA
117
Navellier & Associates
Nevada
$262K +$262K +3,193 New
AIM
118
Aigen Investment Management
New York
$257K -$22K -268 -8%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$255K +$255K +3,100 New
Prudential Financial
120
Prudential Financial
New Jersey
$253K +$4.92K +60 +2%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$253K +$253K +3,078 New
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$245K -$142K -1,727 -37%
PA
123
PFG Advisors
Arizona
$235K +$4.92K +60 +2%
ZIM
124
Zacks Investment Management
Illinois
$221K -$46.4K -566 -17%
E
125
Ergoteles
New York
$219K +$219K +2,670 New
3 4
5
6 7