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Helios Technologies
HLIO

Overview Fund Activity

119 hedge funds and large institutions have $722M invested in Helios Technologies in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
38
Reduced
41
Closed
12
Calls
$239K
Puts
$211K
Net Calls
+$28K
Net Calls Change
+$36K

Top Buyers

1
RA
1
Royce & Associates
New York
$74.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.6M
3
BCM
3
Brown Capital Management
Maryland
$155M
4
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$7.38M
5
EVC
5
Eidelman Virant Capital
Missouri
$752K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.21M
2
CM
2
CS McKee
Pennsylvania
$10.8M
3
COPPSERS
3
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$0
4
CCM
4
Cadence Capital Management
Massachusetts
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$56K
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
126
BBVA USA Bancshares
Texas
– -$204K -5,026 Closed
TAM
127
Tocqueville Asset Management
New York
– -$195K -4,815 Closed
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
– -$22K -550 Closed
GSC
129
Ground Swell Capital
South Carolina
– -$12K -296 Closed
MAA
130
Managed Account Advisors
New Jersey
– -$9K -223 Closed
HR
131
Howe & Rusling
New York
– -$3K -80 Closed
2 3 4 5
6