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Helios Technologies
HLIO

Overview Fund Activity

166 hedge funds and large institutions have $1.42B invested in Helios Technologies in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 21 closing their positions.

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
59
Reduced
48
Closed
21
Calls
$558K
Puts
$1.3M
Net Calls
-$739K
Net Calls Change
-$1.02M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$114M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
BlackRock
3
BlackRock
New York
$109M
4
BCM
4
Brown Capital Management
Maryland
$141M
5
Millennium Management
5
Millennium Management
New York
$8.95M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$95.5M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$634K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$420K 9,244 +9,244 New
ASRS
102
Arizona State Retirement System
Arizona
$419K 9,235 -60 -0.6%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$414K 9,132 -39,097 -81%
NRD
104
Nebula Research & Development
New York
$398K 8,782 +8,782 New
BWP
105
Baldwin Wealth Partners
Massachusetts
$359K 7,926 – –
WI
106
WrapManager Inc
California
$356K 7,859 -267 -3%
FNBOO
107
First National Bank of Omaha
Nebraska
$337K 7,424 +7,424 New
AAM
108
Azzad Asset Management
Virginia
$335K 7,395 +7,395 New
ONB
109
Old National Bancorp
Indiana
$329K 7,264 +877 +14%
ACP
110
Aviance Capital Partners
Florida
$321K 7,087 – –
TRCT
111
Tower Research Capital (TRC)
New York
$317K 6,993 +5,288 +310%
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$311K 6,858 – –
AC
113
Aristides Capital
Kentucky
$288K 6,347 +6,347 New
Empower Advisory Group
114
Empower Advisory Group
Colorado
$279K 6,150 – –
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$256K 5,639 – –
ProShare Advisors
116
ProShare Advisors
Maryland
$249K 5,494 +1,234 +29%
LPL Financial
117
LPL Financial
California
$242K 5,341 +1,302 +32%
NYLIM
118
New York Life Investment Management
New York
$240K 5,301 -143 -3%
PWP
119
Principle Wealth Partners
Connecticut
$229K 5,043 – –
Squarepoint
120
Squarepoint
New York
$218K 4,807 +4,807 New
N
121
Numerai
California
$216K 4,767 +4,767 New
AB
122
Amalgamated Bank
New York
$211K 4,651 -331 -7%
Osaic Holdings
123
Osaic Holdings
Arizona
$208K 4,589 +630 +16%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$196K 4,315 +3,778 +704%
ACM
125
Aquatic Capital Management
Illinois
$172K 3,800 +3,200 +533%
3 4
5
6 7