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Helios Technologies
HLIO

Overview Fund Activity

184 hedge funds and large institutions have $2.36B invested in Helios Technologies in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
59
Reduced
62
Closed
24
Calls
$852K
Puts
$1.87M
Net Calls
-$1.02M
Net Calls Change
+$490K

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$7.63M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$61.1M
3
OCM
Osterweis Capital Management
California
$6.78M
4
Ameriprise
Ameriprise
Minnesota
$59.2M
5
RCMC
RK Capital Management (Colorado)
Colorado
$14M

Top Sellers

1
FAM
Fred Alger Management
New York
$337K
2
BAMCO Inc
BAMCO Inc
New York
$8.74M
3
Invesco
Invesco
Georgia
$24.1M
4
RA
Royce & Associates
New York
$19.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$330K – – –
IC
127
IEQ Capital
California
$313K -$7.46K -93 -2%
CA
128
Clearstead Advisors
Ohio
$301K – – –
TC
129
Truvestments Capital
Florida
$301K – – –
TI
130
Trexquant Investment
Connecticut
$300K +$300K +3,743 New
Squarepoint
131
Squarepoint
New York
$296K +$296K +3,688 New
AI
132
Acuitas Investments
Washington
$281K +$281K +3,500 New
GCP
133
GSA Capital Partners
United Kingdom
$271K +$271K +3,372 New
Jane Street
134
Jane Street
New York
$262K +$262K +3,268 New
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$259K -$348K -4,335 -57%
WHG
136
Westwood Holdings Group
Texas
$259K +$259K +3,227 New
PA
137
PFG Advisors
Arizona
$255K +$24.9K +310 +11%
NIMI
138
Natixis Investment Managers International
France
$236K +$103K +1,283 +77%
LA
139
Lindenwold Advisors
Pennsylvania
$219K +$10K +125 +5%
Wolverine Trading
140
Wolverine Trading
Illinois
$218K -$82.7K -1,058 -27%
TRCT
141
Tower Research Capital (TRC)
New York
$215K -$339K -4,226 -61%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$214K +$214K +2,671 New
HSBC Holdings
143
HSBC Holdings
United Kingdom
$206K +$1.53K +19 +0.7%
AIP
144
Ameritas Investment Partners
Nebraska
$204K – – –
Citigroup
145
Citigroup
New York
$197K -$572K -7,125 -74%
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$157K -$515K -6,422 -77%
ECM
147
EMC Capital Management
Texas
$131K -$1M -14,942 -88%
DFCM
148
Dark Forest Capital Management
Puerto Rico
$128K +$128K +1,601 New
Canada Life
149
Canada Life
Manitoba, Canada
$127K -$22.8K -267 -15%
Lazard Asset Management
150
Lazard Asset Management
New York
$100K +$35.2K +439 +54%
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