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Helios Technologies
HLIO

Overview Fund Activity

174 hedge funds and large institutions have $1.5B invested in Helios Technologies in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
67
Reduced
46
Closed
23
Calls
$62K
Puts
$86K
Net Calls
-$24K
Net Calls Change
-$53K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$86.8M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$13.6M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$22.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$17.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$96.5M
2
WA
2
Wasatch Advisors
Utah
$169M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$82.1M
4
BCM
4
Brown Capital Management
Maryland
$86.5M
5
OAM
5
Ophir Asset Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$447K -$90.4K -1,895 -17%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$443K – – –
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$432K +$432K +9,060 New
II
104
Inspire Investing
Idaho
$413K +$65.4K +1,372 +19%
WI
105
WrapManager Inc
California
$394K -$31K -650 -7%
CCIA
106
Campbell & Co Investment Adviser
Maryland
$384K +$384K +8,042 New
BWP
107
Baldwin Wealth Partners
Massachusetts
$378K – – –
Handelsbanken Fonder
108
Handelsbanken Fonder
Sweden
$370K +$42.9K +900 +13%
ACP
109
Aviance Capital Partners
Florida
$338K – – –
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$310K +$28K +586 +10%
ProShare Advisors
111
ProShare Advisors
Maryland
$300K +$87.7K +1,838 +41%
Empower Advisory Group
112
Empower Advisory Group
Colorado
$293K – – –
Squarepoint
113
Squarepoint
New York
$288K +$72.9K +1,528 +34%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$255K – – –
VI
115
Versor Investments
New York
$253K +$253K +5,300 New
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$247K – – –
PWP
117
Principle Wealth Partners
Connecticut
$241K – – –
IIM
118
INTECH Investment Management
Florida
$224K +$224K +4,701 New
SOW
119
State of Wyoming
Wyoming
$207K +$53.9K +1,131 +35%
SI
120
Stephens Inc
Arkansas
$205K +$205K +4,298 New
Pictet Asset Management
121
Pictet Asset Management
Switzerland
$204K – – –
CA
122
Clearstead Advisors
Ohio
$179K – – –
TC
123
Truvestments Capital
Florida
$179K +$179K +3,750 New
AIP
124
Ameritas Investment Partners
Nebraska
$155K – – –
Osaic Holdings
125
Osaic Holdings
Arizona
$111K +$3.15K +66 +3%
3 4
5
6 7