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Helios Technologies
HLIO

Overview Fund Activity

127 hedge funds and large institutions have $1.33B invested in Helios Technologies in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-12
Holders Change %
-8.63%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
49
Reduced
37
Closed
21
Calls
$481K
Puts
$1.04M
Net Calls
-$559K
Net Calls Change
-$1.56M

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$276M
2
WA
2
Wasatch Advisors
Utah
$112M
3
BlackRock
3
BlackRock
New York
$90.7M
4
FAM
4
Fred Alger Management
New York
$35.8M
5
BAMCO Inc
5
BAMCO Inc
New York
$17.8M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
LCM
2
Laurion Capital Management
New York
$3.98M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$4.61M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$1K – – –
CF
127
Centaurus Financial
California
$1K +$1K +14 New
Federated Hermes
128
Federated Hermes
Pennsylvania
– -$9.64M -180,000 Closed
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
– -$4.2M -78,379 Closed
SSA
130
Schonfeld Strategic Advisors
New York
– -$2.13M -39,691 Closed
NA
131
Navellier & Associates
Nevada
– -$1.04M -19,362 Closed
PG
132
Pendal Group
Australia
– -$914K -17,066 Closed
PG
133
PEAK6 Group
Illinois
– -$837K -15,622 Closed
CI
134
Cavalier Investments
Georgia
– -$787K -14,700 Closed
PGCM
135
Prescott Group Capital Management
Oklahoma
– -$750K -14,000 Closed
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
– -$729K -13,620 Closed
ARTA
137
A.R.T. Advisors
New York
– -$559K -10,448 Closed
WG
138
Winton Group
United Kingdom
– -$345K -6,446 Closed
Marshall Wace
139
Marshall Wace
United Kingdom
– -$332K -6,200 Closed
DTL
140
Dynamic Technology Lab
Singapore
– -$268K -4,997 Closed
CA
141
Clearstead Advisors
Ohio
– -$201K -3,750 Closed
DZ Bank
142
DZ Bank
Germany
– -$139K -2,600 Closed
SWP
143
Stratos Wealth Partners
Ohio
– -$105K -1,968 Closed
SG Americas Securities
144
SG Americas Securities
New York
– -$100K -1,870 Closed
TRCT
145
Tower Research Capital (TRC)
New York
– -$81K -1,515 Closed
APP
146
Avantax Planning Partners
Iowa
– -$66K -1,235 Closed
AF
147
Advisornet Financial
Minnesota
– -$33K -611 Closed
MIM
148
Macroview Investment Management
Maryland
– -$1K -26 Closed
2 3 4 5
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