HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

166 hedge funds and large institutions have $1.42B invested in Helios Technologies in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 21 closing their positions.

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
59
Reduced
48
Closed
21
Calls
$558K
Puts
$1.3M
Net Calls
-$739K
Net Calls Change
-$1.02M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$114M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
BlackRock
3
BlackRock
New York
$109M
4
BCM
4
Brown Capital Management
Maryland
$141M
5
Millennium Management
5
Millennium Management
New York
$8.95M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$95.5M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$634K
Name Market Value Shares Shares
Change 		Shares
Change %
KOCAA
126
Knights of Columbus Asset Advisors
Connecticut
$172K 3,782 -13,109 -78%
CA
127
Clearstead Advisors
Ohio
$170K 3,750 -3,750 -50%
TC
128
Truvestments Capital
Florida
$170K 3,750 – –
US Bancorp
129
US Bancorp
Minnesota
$160K 3,523 +1,640 +87%
AIP
130
Ameritas Investment Partners
Nebraska
$148K 3,258 – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
131
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$136K 3,000 – –
PI
132
PEAK6 Investments
Illinois
$135K 2,970 +2,970 New
Canada Life
133
Canada Life
Manitoba, Canada
$131K 2,899 – –
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$89K 1,963 – –
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$41.5K 914 -6,318 -87%
TWM
136
Tradition Wealth Management
Minnesota
$33K 722 +1 +0.1%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$26.1K 575 +114 +25%
FHA
138
First Horizon Advisors
Tennessee
$24.3K 536 +536 New
OAM
139
Ostrum Asset Management
France
$19K 419 -672 -62%
S
140
SignatureFD
Georgia
$18.1K 400 -267 -40%
AT
141
Avalon Trust
New Mexico
$18.1K 400 – –
PS
142
Principal Securities
Iowa
$14.1K 310 +310 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$14K 298 +287 +2,609%
GWSG
144
GPS Wealth Strategies Group
Colorado
$10.7K 235 -173 -42%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$9.25K 204 +204 New
SL
146
Salomon & Ludwin
Virginia
$8.32K 150 – –
HNB
147
Huntington National Bank
Ohio
$5.03K 111 +17 +18%
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$3.76K 88 – –
PTC
149
Private Trust Company
Ohio
$3.18K 70 +51 +268%
BTI
150
Blue Trust Inc
Georgia
$2K 28 +28 New
4 5
6
7 8