HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-8
Holders Change %
-4.47%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
52
Reduced
56
Closed
34
Calls
$29K
Puts
–
Net Calls
+$29K
Net Calls Change
+$1.18M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$34.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$12.2M
5
FCM
5
Frontier Capital Management
Massachusetts
$10.1M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$22.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$138M
3
BCM
3
Brown Capital Management
Maryland
$94.7M
4
Millennium Management
4
Millennium Management
New York
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$156K – – –
SOW
127
State of Wyoming
Wyoming
$153K +$1.43K +30 +0.9%
SG Americas Securities
128
SG Americas Securities
New York
$138K +$138K +2,887 New
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$110K +$110K +2,300 New
Osaic Holdings
130
Osaic Holdings
Arizona
$107K -$2.66K -56 -2%
KOCAA
131
Knights of Columbus Asset Advisors
Connecticut
$90.3K – – –
Amundi
132
Amundi
France
$79.2K +$79.2K +1,671 New
US Bancorp
133
US Bancorp
Minnesota
$76.7K -$18.9K -395 -20%
AB
134
Amalgamated Bank
New York
$56K +$2.45K +51 +5%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$47.8K -$525 -11 -1%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$45.4K +$14.2K +298 +46%
IC
137
Innealta Capital
Texas
$34.7K +$34.7K +727 New
QL
138
Quarry LP
New York
$29.7K -$7.02K -147 -19%
S
139
SignatureFD
Georgia
$19.1K – – –
AT
140
Avalon Trust
New Mexico
$19.1K – – –
NC
141
nVerses Capital
Florida
$19.1K +$19.1K +400 New
AGWCA
142
Annis Gardner Whiting Capital Advisors
Florida
$15.9K – – –
PS
143
Principal Securities
Iowa
$13.1K – – –
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$12.2K -$14K -294 -54%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$12K +$446 +9 +4%
GWSG
146
GPS Wealth Strategies Group
Colorado
$11.2K – – –
AAP
147
Arax Advisory Partners
Colorado
$7.88K +$7.88K +165 New
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$7.88K – – –
SL
149
Salomon & Ludwin
Virginia
$7.16K – – –
SAM
150
Smartleaf Asset Management
Massachusetts
$5.1K +$5.1K +106 New
4 5
6
7 8