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Helios Technologies
HLIO

Overview Fund Activity

155 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
63
Reduced
51
Closed
24
Calls
$427K
Puts
$150K
Net Calls
+$277K
Net Calls Change
-$152K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.4M
3
CVA
3
Ceredex Value Advisors
Florida
$12.4M
4
FAM
4
Fred Alger Management
New York
$6.82M
5
Bank of America
5
Bank of America
North Carolina
$22.5M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$4K
2
WA
2
Wasatch Advisors
Utah
$214M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
RCMC
4
RK Capital Management (Colorado)
Colorado
$0
5
AAM
5
ACK Asset Management
Connecticut
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
101
Aviance Capital Partners
Florida
$393K – – –
AAS
102
Ameritas Advisory Services
Nebraska
$391K +$391K +7,048 New
Handelsbanken Fonder
103
Handelsbanken Fonder
Sweden
$380K – – –
Citigroup
104
Citigroup
New York
$371K -$435K -7,845 -54%
ONB
105
Old National Bancorp
Indiana
$354K +$166K +2,998 +88%
JGUA
106
John G. Ullman & Associates
New York
$350K – – –
Empower Advisory Group
107
Empower Advisory Group
Colorado
$341K – – –
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$313K – – –
NYLIM
109
New York Life Investment Management
New York
$302K -$47.6K -858 -14%
YMRC
110
Yorktown Management & Research Company
Virginia
$288K +$288K +5,200 New
PWP
111
Principle Wealth Partners
Connecticut
$280K – – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$279K +$51.7K +931 +23%
AB
113
Amalgamated Bank
New York
$276K – – –
IC
114
IEQ Capital
California
$237K – – –
ProShare Advisors
115
ProShare Advisors
Maryland
$236K -$277 -5 -0.1%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$229K +$229K +4,124 New
LPL Financial
117
LPL Financial
California
$224K -$706K -12,725 -76%
Osaic Holdings
118
Osaic Holdings
Arizona
$220K +$49.7K +896 +29%
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$213K +$213K +3,842 New
TC
120
Truvestments Capital
Florida
$208K – – –
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$207K – – –
AIP
122
Ameritas Investment Partners
Nebraska
$181K +$30.6K +551 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$166K – – –
Canada Life
124
Canada Life
Manitoba, Canada
$161K +$77.8K +1,400 +93%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$109K +$11.7K +211 +12%
3 4
5
6 7