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Helios Technologies
HLIO

Overview Fund Activity

184 hedge funds and large institutions have $2.36B invested in Helios Technologies in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
59
Reduced
62
Closed
24
Calls
$852K
Puts
$1.87M
Net Calls
-$1.02M
Net Calls Change
+$490K

Top Buyers

1
CVA
1
Ceredex Value Advisors
Florida
$7.63M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$61.1M
3
OCM
3
Osterweis Capital Management
California
$6.78M
4
Ameriprise
4
Ameriprise
Minnesota
$59.2M
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$14M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$337K
2
BAMCO Inc
2
BAMCO Inc
New York
$8.74M
3
Invesco
3
Invesco
Georgia
$24.1M
4
RA
4
Royce & Associates
New York
$19.5M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
101
Aviance Capital Partners
Florida
$569K – – –
AAS
102
Ameritas Advisory Services
Nebraska
$566K – – –
Handelsbanken Fonder
103
Handelsbanken Fonder
Sweden
$550K -$104K -1,300 -16%
NA
104
Navellier & Associates
Nevada
$540K -$289K -3,598 -35%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$512K +$122K +1,519 +31%
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$507K +$22.2K +276 +5%
JGUA
107
John G. Ullman & Associates
New York
$506K – – –
Victory Capital Management
108
Victory Capital Management
Texas
$498K -$57.4K -854 -10%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$497K +$80 +1 +0%
PI
110
PEAK6 Investments
Illinois
$492K -$1.66M -20,724 -77%
AQR Capital Management
111
AQR Capital Management
Connecticut
$488K +$103K +1,279 +27%
ProShare Advisors
112
ProShare Advisors
Maryland
$486K -$80.1K -999 -14%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$481K +$11K +137 +2%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$453K – – –
Osaic Holdings
115
Osaic Holdings
Arizona
$441K +$59.6K +823 +16%
US Bancorp
116
US Bancorp
Minnesota
$434K +$107K +1,325 +33%
AB
117
Amalgamated Bank
New York
$425K -$32K -398 -7%
AF
118
Amalgamated Financial
New York
$425K +$425K +5,294 New
PWP
119
Principle Wealth Partners
Connecticut
$405K – – –
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$392K -$8.19K -102 -2%
DTL
121
Dynamic Technology Lab
Singapore
$377K +$377K +4,700 New
QT
122
Quantbot Technologies
New York
$365K +$360K +4,497 +7,495%
FAM
123
Fred Alger Management
New York
$337K -$17.6M -219,575 -98%
ECM
124
ExodusPoint Capital Management
New York
$334K +$334K +4,163 New
Simplex Trading
125
Simplex Trading
Illinois
$332K +$159K +1,985 +92%
3 4
5
6 7