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Helios Technologies

169 hedge funds and large institutions have $2.02B invested in Helios Technologies in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
59
Reduced
66
Closed
21
Calls
$482K
Puts
$53K
Net Calls
+$429K
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Shares
Change %
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$211K -$81.7K -1,239 -28%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$208K -$82.9K -1,254 -28%
Osaic Holdings
128
Osaic Holdings
Arizona
$202K -$15.1K -229 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
129
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$198K +$198K +3,000 New
AIP
130
Ameritas Investment Partners
Nebraska
$179K +$10.9K +165 +6%
US Bancorp
131
US Bancorp
Minnesota
$124K -$26.4K -400 -18%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$116K
Canada Life
133
Canada Life
Manitoba, Canada
$100K
TRCT
134
Tower Research Capital (TRC)
New York
$79.8K +$67.9K +1,027 +571%
ACM
135
Aquatic Capital Management
Illinois
$79K +$79K +1,200 New
Allspring Global Investments
136
Allspring Global Investments
North Carolina
$76.5K +$1.32K +20 +2%
NIMI
137
Natixis Investment Managers International
France
$75.9K -$28.4K -429 -27%
OAM
138
Ostrum Asset Management
France
$50.9K
TWM
139
Tradition Wealth Management
Minnesota
$48K +$67 +1 +0.1%
S
140
SignatureFD
Georgia
$45.3K +$9.78K +148 +28%
GWSG
141
GPS Wealth Strategies Group
Colorado
$28.4K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$27.8K -$259K -3,926 -90%
AT
143
Avalon Trust
New Mexico
$26.4K
VWM
144
Venturi Wealth Management
Texas
$23.1K
AssetMark Inc
145
AssetMark Inc
California
$20.5K -$19.8K -300 -49%
HNB
146
Huntington National Bank
Ohio
$17.3K -$14.1K -214 -45%
BC
147
Bartlett & Co
Ohio
$7K
BCWM
148
Bartlett & Co Wealth Management
Ohio
$6.61K
FHA
149
First Horizon Advisors
Tennessee
$6.54K -$5.75K -87 -47%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$6K +$3.39K +48 +130%