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Helios Technologies
HLIO

Overview Fund Activity

115 hedge funds and large institutions have $834M invested in Helios Technologies in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 19 closing their positions.

Holders
115
Holders Change
-10
Holders Change %
-8%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
38
Reduced
45
Closed
19
Calls
$83K
Puts
$149K
Net Calls
-$66K
Net Calls Change
-$352K

Top Buyers

1
RA
1
Royce & Associates
New York
$109M
2
FAM
2
Fred Alger Management
New York
$13.4M
3
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$13.4M
4
GAM
4
Gotham Asset Management
New York
$6.09M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$18.6M

Top Sellers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$41M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.16M
4
MSA
4
Mason Street Advisors
Wisconsin
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARTA
126
A.R.T. Advisors
New York
– -$304K -7,731 Closed
SCM
127
Stevens Capital Management
Pennsylvania
– -$226K -5,742 Closed
HNB
128
Huntington National Bank
Ohio
– -$71K -1,800 Closed
PCM
129
Prelude Capital Management
New York
– -$35K -900 Closed
S
130
SignatureFD
Georgia
– -$16K -400 Closed
MFS
131
McNamara Financial Services
Massachusetts
– -$15K -376 Closed
HIM
132
Hutchens Investment Management
New Hampshire
– -$15K -376 Closed
EWM
133
Evercore Wealth Management
New York
– -$5K -132 Closed
WA
134
WFG Advisors
Texas
– -$4K -96 Closed
2 3 4 5
6