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Helios Technologies
HLIO

Overview Fund Activity

180 hedge funds and large institutions have $3.1B invested in Helios Technologies in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
59
Reduced
55
Closed
10
Calls
$947K
Puts
$2.46M
Net Calls
-$1.51M
Net Calls Change
-$1.95M

Top Buyers

1
SBF
1
Sara-Bay Financial
Florida
$122M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$171M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$61.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.11M

Top Sellers

1
RA
1
Royce & Associates
New York
$32.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.4M
3
WA
3
Wasatch Advisors
Utah
$486M
4
GKIM
4
GW&K Investment Management
Massachusetts
$69.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
Truvestments Capital
Florida
$394K – – –
DA
127
DCM Advisors
New York
$368K -$158K -1,500 -30%
Millennium Management
128
Millennium Management
New York
$335K -$1.77M -16,897 -84%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$326K – – –
PA
130
PFG Advisors
Arizona
$302K +$316 +3 +0.1%
WB
131
WesBanco Bank
West Virginia
$301K +$25.2K +240 +9%
LA
132
Lindenwold Advisors
Pennsylvania
$274K +$274K +2,605 New
AIC
133
Aurora Investment Counsel
Georgia
$273K – – –
Prudential Financial
134
Prudential Financial
New Jersey
$270K -$54.1K -515 -17%
AIP
135
Ameritas Investment Partners
Nebraska
$267K – – –
EGM
136
Engineers Gate Manager
New York
$267K +$267K +2,535 New
HSBC Holdings
137
HSBC Holdings
United Kingdom
$265K +$265K +2,535 New
Simplex Trading
138
Simplex Trading
Illinois
$227K +$227K +2,163 New
BPA
139
Beacon Pointe Advisors
California
$224K +$224K +2,127 New
SSA
140
Schonfeld Strategic Advisors
New York
$221K -$42.1K -400 -16%
MIM
141
Marco Investment Management
Georgia
$214K +$214K +2,037 New
SI
142
Stephens Inc
Arkansas
$212K +$212K +2,015 New
PAMS
143
Pictet Asset Management (Switzerland)
Switzerland
$210K -$48.8K -463 -19%
Canada Life
144
Canada Life
Manitoba, Canada
$184K – – –
NIMI
145
Natixis Investment Managers International
France
$175K -$86.4K -822 -33%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$171K +$124K +1,185 +266%
SOW
147
State of Wyoming
Wyoming
$133K -$4.12K -39 -3%
APA
148
American Portfolios Advisors
New York
$127K – – –
FF
149
FourThought Financial
Florida
$105K – – –
AssetMark Inc
150
AssetMark Inc
California
$101K -$2.63K -25 -3%
4 5
6
7 8