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Helios Technologies
HLIO

Overview Fund Activity

139 hedge funds and large institutions have $1.42B invested in Helios Technologies in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
32
Increased
60
Reduced
27
Closed
19
Calls
$3.42M
Puts
$2.42M
Net Calls
+$999K
Net Calls Change
+$533K

Top Buyers

1
BCM
Brown Capital Management
Maryland
$266M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$115M
3
WA
Wasatch Advisors
Utah
$111M
4
Vanguard Group
Vanguard Group
Pennsylvania
$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$30.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
EI
EAM Investors
California
$0
3
CCA
Conestoga Capital Advisors
Pennsylvania
$63M
4
ZIM
Zacks Investment Management
Illinois
$0
5
WCM Investment Management
WCM Investment Management
California
$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
$25K +$5.87K +112 +31%
S
127
SignatureFD
Georgia
$23K +$23K +431 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$12K – – –
LWM
129
Lenox Wealth Management
Ohio
$8K – – –
PA
130
Parallel Advisors
California
$8K – – –
RFC
131
Regions Financial Corp
Alabama
$8K – – –
HNB
132
Huntington National Bank
Ohio
$7K – – –
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$3K – – –
FGC
134
Financial Gravity Companies
Texas
$3K – – –
FGAM
135
Financial Gravity Asset Management
Texas
$3K +$3K +54 New
JA
136
JOYN Advisors
Georgia
$3K +$3K +60 New
OIA
137
Optimum Investment Advisors
Illinois
$3K +$3K +65 New
SEI Investments
138
SEI Investments
Pennsylvania
$1K +$1K +13 New
MIM
139
Macroview Investment Management
Maryland
$1K +$1K +26 New
Lord, Abbett & Co
140
Lord, Abbett & Co
New Jersey
– -$7.76M -120,000 Closed
EI
141
EAM Investors
California
– -$2.94M -45,510 Closed
ZIM
142
Zacks Investment Management
Illinois
– -$1.8M -27,870 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
– -$1.38M -21,386 Closed
HighTower Advisors
144
HighTower Advisors
Illinois
– -$447K -6,879 Closed
AIA
145
Affinity Investment Advisors
California
– -$378K -5,836 Closed
OC
146
Oppenheimer & Co
New York
– -$356K -5,500 Closed
PA
147
Planning Alternatives
Michigan
– -$323K -5,000 Closed
DADC
148
D.A. Davidson & Co
Montana
– -$320K -4,942 Closed
Squarepoint
149
Squarepoint
New York
– -$245K -3,791 Closed
AG
150
Aperio Group
California
– -$241K -3,730 Closed
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