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Helios Technologies
HLIO

Overview Fund Activity

165 hedge funds and large institutions have $1.58B invested in Helios Technologies in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
61
Reduced
51
Closed
22
Calls
$402K
Puts
$32K
Net Calls
+$370K
Net Calls Change
+$770K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$162M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$54.1M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$13.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$36.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.6M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
CVA
3
Ceredex Value Advisors
Florida
$34K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.56M
5
SI
5
Sapience Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
N
101
Numerai
California
$344K 6,317 +6,317 New
JGUA
102
John G. Ullman & Associates
New York
$343K 6,300 – –
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$338K 6,210 +1 +0%
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$307K 5,639 – –
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$306K 5,626 +5,626 New
AB
106
Amalgamated Bank
New York
$295K 5,410 +175 +3%
PWP
107
Principle Wealth Partners
Connecticut
$275K 5,043 – –
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$270K 4,960 +854 +21%
ProShare Advisors
109
ProShare Advisors
Maryland
$228K 4,187 +4,187 New
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$227K 4,173 +48 +1%
SOW
111
State of Wyoming
Wyoming
$225K 4,131 +2,296 +125%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$218K 4,006 -1,249 -24%
Principal Financial Group
113
Principal Financial Group
Iowa
$214K 3,940 -3,824 -49%
IC
114
IEQ Capital
California
$212K 3,901 +3,901 New
US Bancorp
115
US Bancorp
Minnesota
$210K 3,861 -2,035 -35%
PAMS
116
Pictet Asset Management (Switzerland)
Switzerland
$209K 3,842 +3,842 New
Osaic Holdings
117
Osaic Holdings
Arizona
$207K 3,781 +1,437 +61%
TC
118
Truvestments Capital
Florida
$204K 3,750 – –
CA
119
Clearstead Advisors
Ohio
$204K 3,750 – –
WI
120
WrapManager Inc
California
$200K 3,680 +3,680 New
AIP
121
Ameritas Investment Partners
Nebraska
$165K 2,542 – –
NIMI
122
Natixis Investment Managers International
France
$128K 2,347 -87 -4%
Wells Fargo
123
Wells Fargo
California
$127K 2,333 -621 -21%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$107K 1,960 – –
SG Americas Securities
125
SG Americas Securities
New York
$102K 1,866 -2,473 -57%
3 4
5
6 7