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Helios Technologies
HLIO

Overview Fund Activity

165 hedge funds and large institutions have $1.58B invested in Helios Technologies in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
61
Reduced
51
Closed
22
Calls
$402K
Puts
$32K
Net Calls
+$370K
Net Calls Change
+$770K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$162M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$54.1M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$13.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$36.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.6M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
CVA
3
Ceredex Value Advisors
Florida
$34K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.56M
5
SI
5
Sapience Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$96K – – –
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$81K -$1.8K -33 -2%
Dimensional Fund Advisors
128
Dimensional Fund Advisors
Texas
$58.7K +$1.2K +22,085 +2%
Citigroup
129
Citigroup
New York
$56.1K -$14.8K -272 -21%
TWM
130
Tradition Wealth Management
Minnesota
$39K – – –
CVA
131
Ceredex Value Advisors
Florida
$34K -$8.05M -147,871 -100%
AssetMark Inc
132
AssetMark Inc
California
$33.2K – – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$31.9K +$15.6K +287 +96%
Lazard Asset Management
134
Lazard Asset Management
New York
$31K – – –
S
135
SignatureFD
Georgia
$28.7K +$1.25K +23 +5%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$28.2K -$3.38K -62 -11%
DFCM
137
Dark Forest Capital Management
Puerto Rico
$25.8K -$28.3K -519 -52%
TRCT
138
Tower Research Capital (TRC)
New York
$24K -$95.9K -1,738 -80%
HNB
139
Huntington National Bank
Ohio
$20.8K -$599 -11 -3%
FHA
140
First Horizon Advisors
Tennessee
$12.6K – – –
AWM
141
Accurate Wealth Management
Florida
$10.4K +$10.4K +183 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +104 New
BCWM
143
Bartlett & Co Wealth Management
Ohio
$5.44K – – –
BC
144
Bartlett & Co
Ohio
$5K – – –
PPC
145
Park Place Capital
Alabama
$5K +$5K +95 New
CFB
146
Cullen/Frost Bankers
Texas
$4.36K – – –
PTC
147
Private Trust Company
Ohio
$4K – – –
BIA
148
Bell Investment Advisors
California
$3.59K +$1.09K +20 +43%
Simplex Trading
149
Simplex Trading
Illinois
$3K -$1.24K -28 -29%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$2.83K +$2.83K +52 New
4 5
6
7 8