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Helios Technologies
HLIO

Overview Fund Activity

168 hedge funds and large institutions have $1.51B invested in Helios Technologies in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
51
Closed
21
Calls
–
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$135K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$33.4M
2
AAM
2
ACK Asset Management
Connecticut
$8.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.49M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$5.11M
5
BCM
5
Brown Capital Management
Maryland
$149M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.27M
2
Invesco
2
Invesco
Georgia
$1.82M
3
Victory Capital Management
3
Victory Capital Management
Texas
$345K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27.8M
5
Ameriprise
5
Ameriprise
Minnesota
$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$357K – – –
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$355K +$355K +7,016 New
Handelsbanken Fonder
103
Handelsbanken Fonder
Sweden
$347K – – –
Victory Capital Management
104
Victory Capital Management
Texas
$345K -$10.4M -204,554 -97%
NC
105
NinePointTwo Capital
California
$344K +$344K +6,802 New
GTCM
106
Gyon Technologies Capital Management
New Jersey
$324K +$324K +6,399 New
JGUA
107
John G. Ullman & Associates
New York
$319K – – –
Arrowstreet Capital
108
Arrowstreet Capital
Massachusetts
$318K -$1.39M -27,415 -81%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$314K +$708 +14 +0.2%
US Bancorp
110
US Bancorp
Minnesota
$298K +$18K +356 +6%
QT
111
Quantbot Technologies
New York
$290K +$255K +5,060 +738%
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$285K – – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$266K +$709 +14 +0.3%
AB
114
Amalgamated Bank
New York
$265K +$4.05K +80 +2%
GCM
115
Graham Capital Management
Connecticut
$254K +$254K +5,031 New
American Century Companies
116
American Century Companies
Missouri
$232K +$232K +4,583 New
SG Americas Securities
117
SG Americas Securities
New York
$220K -$339K -6,694 -61%
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$209K -$9.58K -189 -4%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$208K – – –
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$200K +$200K +3,950 New
TC
121
Truvestments Capital
Florida
$190K – – –
CA
122
Clearstead Advisors
Ohio
$190K – – –
Wells Fargo
123
Wells Fargo
California
$149K -$29.7K -588 -17%
AIP
124
Ameritas Investment Partners
Nebraska
$128K – – –
NIMI
125
Natixis Investment Managers International
France
$123K – – –
3 4
5
6 7