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Helios Technologies
HLIO

Overview Fund Activity

169 hedge funds and large institutions have $2.02B invested in Helios Technologies in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
59
Reduced
66
Closed
21
Calls
$482K
Puts
$53K
Net Calls
+$429K
Net Calls Change
-$271K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$135M
2
AAM
2
ACK Asset Management
Connecticut
$42M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$93.2M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$12.7M
5
BlackRock
5
BlackRock
New York
$143M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$19.6M
2
WA
2
Wasatch Advisors
Utah
$269M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$34M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$460K -$13.9K -211 -3%
Handelsbanken Fonder
102
Handelsbanken Fonder
Sweden
$453K – – –
NYLIM
103
New York Life Investment Management
New York
$416K -$65.9K -997 -14%
JGUA
104
John G. Ullman & Associates
New York
$416K – – –
Corient Private Wealth
105
Corient Private Wealth
Florida
$410K +$410K +6,210 New
Empower Advisory Group
106
Empower Advisory Group
Colorado
$406K -$198K -3,000 -33%
WI
107
WrapManager Inc
California
$403K -$9.19K -139 -2%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$373K – – –
SOW
109
State of Wyoming
Wyoming
$352K +$50.7K +767 +17%
PWP
110
Principle Wealth Partners
Connecticut
$333K – – –
AB
111
Amalgamated Bank
New York
$329K +$24.4K +370 +8%
IC
112
IEQ Capital
California
$283K +$24.8K +375 +10%
ProShare Advisors
113
ProShare Advisors
Maryland
$282K +$28.7K +435 +11%
Balyasny Asset Management
114
Balyasny Asset Management
Illinois
$281K +$281K +4,255 New
CB
115
Commerce Bank
Missouri
$281K -$211K -3,189 -43%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$271K -$56.4K -854 -17%
Principal Financial Group
117
Principal Financial Group
Iowa
$256K +$18.9K +286 +8%
PAMS
118
Pictet Asset Management (Switzerland)
Switzerland
$254K – – –
TC
119
Truvestments Capital
Florida
$248K – – –
CA
120
Clearstead Advisors
Ohio
$248K – – –
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$247K +$247K +3,737 New
Baird Financial Group
122
Baird Financial Group
Wisconsin
$234K +$12.2K +184 +5%
LA
123
Lindenwold Advisors
Pennsylvania
$234K +$234K +3,535 New
ONB
124
Old National Bancorp
Indiana
$224K +$21.7K +328 +11%
VRS
125
Virginia Retirement Systems
Virginia
$218K -$72.7K -1,100 -25%
3 4
5
6 7