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Helios Technologies

150 hedge funds and large institutions have $2.27B invested in Helios Technologies in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
54
Reduced
51
Closed
14
Calls
$647K
Puts
$242K
Net Calls
+$405K
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
126
UBS Group
Switzerland
$104K -$603K -7,696 -85%
APA
127
American Portfolios Advisors
New York
$96.8K
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$92.6K -$649K -8,313 -88%
BU
129
BBVA USA
Alabama
$81K +$81K +1,034 New
SOW
130
State of Wyoming
Wyoming
$80K +$80K +1,019 New
PHK
131
Point72 Hong Kong
Hong Kong
$79K +$79K +1,006 New
AssetMark Inc
132
AssetMark Inc
California
$77K
FF
133
FourThought Financial
Florida
$77K
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$53K +$8.98K +115 +20%
Lazard Asset Management
135
Lazard Asset Management
New York
$44K +$44K +576 New
GWSG
136
GPS Wealth Strategies Group
Colorado
$37K +$37K +472 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$35K
S
138
SignatureFD
Georgia
$33K +$1.87K +24 +6%
Macquarie Group
139
Macquarie Group
Australia
$32K -$35.6K -461 -53%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$27K -$542 -7 -2%
FHA
141
First Horizon Advisors
Tennessee
$21K -$10K -131 -32%
CAM
142
ClariVest Asset Management
California
$17K
HNB
143
Huntington National Bank
Ohio
$9K
CFB
144
Cullen/Frost Bankers
Texas
$6K
WPA
145
West Paces Advisors
Georgia
$3.43K +$3.43K +44 New
RCA
146
Ranch Capital Advisors
Florida
$3K -$3K -50 Closed
TWA
147
TCI Wealth Advisors
Arizona
$3K +$706 +8 +31%
Federated Hermes
148
Federated Hermes
Pennsylvania
$2K -$7.57M -98,424 -100%
AIG
149
American International Group
New York
$1.41K +$1 +10 +0.1%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$933