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Helios Technologies
HLIO

Overview Fund Activity

121 hedge funds and large institutions have $1.05B invested in Helios Technologies in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+14
Holders Change %
+13.08%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
47
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$114M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$21.5M
4
AAM
4
ACK Asset Management
Connecticut
$9.59M
5
PCM
5
Penn Capital Management
Pennsylvania
$8.04M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$105M
2
BAMCO Inc
2
BAMCO Inc
New York
$8.57M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$17.3M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
RA
5
Royce & Associates
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
126
Truist Financial
North Carolina
– -$220K -5,806 Closed
LPL Financial
127
LPL Financial
California
– -$207K -5,454 Closed
Kayne Anderson Rudnick Investment Management
128
Kayne Anderson Rudnick Investment Management
California
– -$13K -332 Closed
HPC
129
HM Payson & Co
Maine
– -$8K -200 Closed
QCG
130
Quadrant Capital Group
Ohio
– -$5K -134 Closed
FAM
131
Fred Alger Management
New York
– -$3K -75 Closed
2 3 4 5
6