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Helios Technologies
HLIO

Overview Fund Activity

155 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
63
Reduced
51
Closed
24
Calls
$427K
Puts
$150K
Net Calls
+$277K
Net Calls Change
-$152K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$62.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$14.4M
3
CVA
Ceredex Value Advisors
Florida
$12.4M
4
FAM
Fred Alger Management
New York
$6.82M
5
Bank of America
Bank of America
North Carolina
$22.5M

Top Sellers

1
GKIM
GW&K Investment Management
Massachusetts
$4K
2
WA
Wasatch Advisors
Utah
$214M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
RCMC
RK Capital Management (Colorado)
Colorado
$0
5
AAM
ACK Asset Management
Connecticut
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$104K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$94.6K +$27.6K +498 +41%
OAM
128
Ostrum Asset Management
France
$60.5K +$17.8K +321 +42%
NIMI
129
Natixis Investment Managers International
France
$59.8K -$3.88K -70 -6%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$52.2K -$12.1K -218 -19%
TWM
131
Tradition Wealth Management
Minnesota
$40K +$55 +1 +0.1%
S
132
SignatureFD
Georgia
$37K -$1.05K -19 -3%
ACM
133
Aquatic Capital Management
Illinois
$33K -$33K -600 -50%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$29.8K -$145K -2,611 -83%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$25.6K +$2.22K +40 +10%
GWSG
136
GPS Wealth Strategies Group
Colorado
$22.6K -$1.22K -22 -5%
AT
137
Avalon Trust
New Mexico
$22.2K – – –
VWM
138
Venturi Wealth Management
Texas
$19.4K – – –
SL
139
Salomon & Ludwin
Virginia
$8.32K +$8.32K +150 New
HNB
140
Huntington National Bank
Ohio
$5.22K -$9.32K -168 -64%
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$4.88K +$4.88K +88 New
GKIM
142
GW&K Investment Management
Massachusetts
$4K -$19.4M -295,908 -100%
PTC
143
Private Trust Company
Ohio
$1.05K -$888 -16 -46%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1K -$6.73K -74 -87%
JFA
145
JNBA Financial Advisors
Minnesota
$722 – – –
JWA
146
JFS Wealth Advisors
Pennsylvania
$722 +$111 +2 +18%
BIA
147
Bell Investment Advisors
California
$555 -$555 -10 -50%
AA
148
Addison Advisors
Vermont
$500 – – –
SIC
149
SJS Investment Consulting
Ohio
$333 +$111 +2 +50%
PA
150
Parallel Advisors
California
$277 – – –
4 5
6
7 8