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Helios Technologies
HLIO

Overview Fund Activity

180 hedge funds and large institutions have $3.1B invested in Helios Technologies in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
59
Reduced
55
Closed
10
Calls
$947K
Puts
$2.46M
Net Calls
-$1.51M
Net Calls Change
-$1.95M

Top Buyers

1
SBF
1
Sara-Bay Financial
Florida
$122M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$171M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$61.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.11M

Top Sellers

1
RA
1
Royce & Associates
New York
$32.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.4M
3
WA
3
Wasatch Advisors
Utah
$486M
4
GKIM
4
GW&K Investment Management
Massachusetts
$69.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$729K +$60.3K +573 +9%
TRCT
102
Tower Research Capital (TRC)
New York
$727K +$592K +5,625 +440%
GT
103
Glenmede Trust
Pennsylvania
$723K +$81.5K +775 +13%
JGUA
104
John G. Ullman & Associates
New York
$663K – – –
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$651K +$327K +3,113 +101%
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$635K +$112K +1,063 +21%
ZB
107
Zions Bancorporation
Utah
$634K +$91.1K +867 +17%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$616K +$62K +590 +11%
IA
109
IndexIQ Advisors
New York
$609K -$39.4K -375 -6%
AB
110
Amalgamated Bank
New York
$599K -$6.53K -62 -1%
Public Employees Retirement Association of Colorado
111
Public Employees Retirement Association of Colorado
Colorado
$593K – – –
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$577K +$263K +2,503 +84%
Osaic Holdings
113
Osaic Holdings
Arizona
$551K +$42.8K +409 +8%
PWP
114
Principle Wealth Partners
Connecticut
$530K -$84.2K -801 -14%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$524K -$87.7K -834 -14%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$511K +$40.4K +384 +9%
AQR Capital Management
117
AQR Capital Management
Connecticut
$505K -$199K -1,896 -28%
SCA
118
Snowden Capital Advisors
New York
$491K +$491K +4,672 New
QC
119
Quadrature Capital
United Kingdom
$457K +$457K +4,339 New
AA
120
ALPS Advisors
Colorado
$456K +$5.57K +53 +1%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$432K – – –
US Bancorp
122
US Bancorp
Minnesota
$428K +$4.52K +43 +1%
IC
123
IEQ Capital
California
$420K -$2K -19 -0.5%
Wolverine Trading
124
Wolverine Trading
Illinois
$403K +$403K +3,848 New
CA
125
Clearstead Advisors
Ohio
$394K -$36.7K -349 -9%
3 4
5
6 7