HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

179 hedge funds and large institutions have $1.38B invested in Helios Technologies in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
54
Reduced
62
Closed
21
Calls
$40K
Puts
$1.19M
Net Calls
-$1.15M
Net Calls Change
-$414K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$147M
2
WA
2
Wasatch Advisors
Utah
$186M
3
Bank of America
3
Bank of America
North Carolina
$29.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$16.7M
5
KTA
5
Keeley-Teton Advisors
Illinois
$3.29M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41M
2
BCM
2
Brown Capital Management
Maryland
$101M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.1M
4
TCM
4
Tributary Capital Management
Nebraska
$0
5
BlackRock
5
BlackRock
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
126
Entropy Technologies
New York
$302K +$302K +6,760 New
Citigroup
127
Citigroup
New York
$286K -$403K -9,014 -58%
Empower Advisory Group
128
Empower Advisory Group
Colorado
$275K – – –
ProShare Advisors
129
ProShare Advisors
Maryland
$267K +$21K +470 +9%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$252K – – –
MM
131
MQS Management
New York
$246K +$246K +5,497 New
PWP
132
Principle Wealth Partners
Connecticut
$225K – – –
PA
133
Procyon Advisors
Connecticut
$211K +$211K +4,716 New
Walleye Capital
134
Walleye Capital
New York
$210K +$210K +4,700 New
CA
135
Clearstead Advisors
Ohio
$192K – – –
TC
136
Truvestments Capital
Florida
$168K – – –
PI
137
PEAK6 Investments
Illinois
$163K +$30.5K +683 +23%
AIP
138
Ameritas Investment Partners
Nebraska
$146K – – –
SOW
139
State of Wyoming
Wyoming
$142K -$480K -10,746 -77%
EC
140
EntryPoint Capital
New York
$133K +$133K +2,966 New
Osaic Holdings
141
Osaic Holdings
Arizona
$102K -$101K -2,280 -50%
US Bancorp
142
US Bancorp
Minnesota
$89.4K -$68K -1,522 -43%
KOCAA
143
Knights of Columbus Asset Advisors
Connecticut
$84.5K -$84.5K -1,891 -50%
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$78.5K -$9.25K -207 -11%
AB
145
Amalgamated Bank
New York
$50K -$159K -3,537 -76%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$45.3K +$4.42K +99 +11%
QL
147
Quarry LP
New York
$34.4K +$34.4K +769 New
TRCT
148
Tower Research Capital (TRC)
New York
$29.8K -$283K -6,326 -90%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$29.2K +$3.49K +78 +14%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$24.5K -$168K -3,766 -87%
4 5
6
7 8