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Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.46B invested in Helios Technologies in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 23 closing their positions.

Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
72
Reduced
48
Closed
23
Calls
$308K
Puts
$27K
Net Calls
+$281K
Net Calls Change
+$305K

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$32.2M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$88.7M
3
SBF
3
Sara-Bay Financial
Florida
$54.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$11.1M
5
UBS Group
5
UBS Group
Switzerland
$7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$65.3M
2
BCM
2
Brown Capital Management
Maryland
$68.3M
3
FCM
3
Frontier Capital Management
Massachusetts
$8.07M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$11M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$403K -$1.19M -26,724 -75%
II
102
Inspire Investing
Idaho
$400K +$13.4K +301 +3%
N
103
Numerai
California
$354K -$1.2M -26,791 -77%
BWP
104
Baldwin Wealth Partners
Massachusetts
$354K – – –
SPA
105
Sherbrooke Park Advisers
New York
$346K -$220K -4,937 -39%
EC
106
EntryPoint Capital
New York
$340K -$128K -2,874 -27%
KK
107
KLP Kapitalforvaltning
Norway
$330K +$330K +7,400 New
PFSRSONJ
108
Police & Firemen's Retirement System of New Jersey
New Jersey
$319K +$319K +7,136 New
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$318K -$767K -17,173 -71%
ACP
110
Aviance Capital Partners
Florida
$316K – – –
AAS
111
Ameritas Advisory Services
Nebraska
$315K +$315K +7,048 New
Empower Advisory Group
112
Empower Advisory Group
Colorado
$302K +$27.5K +615 +10%
US Bancorp
113
US Bancorp
Minnesota
$299K +$228K +5,113 +321%
WI
114
WrapManager Inc
California
$290K -$78.9K -1,767 -21%
CPBTD
115
Central Pacific Bank - Trust Division
Hawaii
$290K – – –
Squarepoint
116
Squarepoint
New York
$276K +$6.61K +148 +2%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$232K – – –
DFCM
118
Dark Forest Capital Management
Puerto Rico
$214K +$214K +4,802 New
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$180K -$406K -9,089 -69%
TC
120
Truvestments Capital
Florida
$167K – – –
CA
121
Clearstead Advisors
Ohio
$167K – – –
ACM
122
Aquatic Capital Management
Illinois
$167K +$99.6K +2,232 +149%
SOW
123
State of Wyoming
Wyoming
$161K -$33K -740 -17%
AIP
124
Ameritas Investment Partners
Nebraska
$145K – – –
Osaic Holdings
125
Osaic Holdings
Arizona
$66.9K -$36.9K -824 -36%
3 4
5
6 7