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Helios Technologies
HLIO

Overview Fund Activity

174 hedge funds and large institutions have $1.5B invested in Helios Technologies in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
67
Reduced
46
Closed
23
Calls
$62K
Puts
$86K
Net Calls
-$24K
Net Calls Change
-$53K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$86.8M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$13.6M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$22.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$17.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$96.5M
2
WA
2
Wasatch Advisors
Utah
$169M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$82.1M
4
BCM
4
Brown Capital Management
Maryland
$86.5M
5
OAM
5
Ophir Asset Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
126
Amundi
France
$104K +$24.4K +514 +31%
US Bancorp
127
US Bancorp
Minnesota
$75.9K -$668 -14 -0.9%
ACM
128
Aquatic Capital Management
Illinois
$71.6K -$186K -3,900 -72%
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$57.2K -$52.5K -1,100 -48%
NC
130
nVerses Capital
Florida
$57.2K +$38.2K +800 +200%
AB
131
Amalgamated Bank
New York
$56K – – –
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$52.9K +$5.15K +108 +11%
Acadian Asset Management
133
Acadian Asset Management
Massachusetts
$44K +$44K +931 New
Fidelity Investments
134
Fidelity Investments
Massachusetts
$43.5K -$1.91K -40 -4%
S
135
SignatureFD
Georgia
$19.1K – – –
AT
136
Avalon Trust
New Mexico
$19.1K – – –
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.7K -$2.74M -57,349 -99%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$13.6K +$1.43K +30 +12%
PS
139
Principal Securities
Iowa
$13.1K – – –
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$11K -$185 -4 -2%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$9.95K +$9.95K +211 New
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$8.11K – – –
AAP
143
Arax Advisory Partners
Colorado
$7.87K – – –
SL
144
Salomon & Ludwin
Virginia
$7.16K – – –
ATS
145
Ashton Thomas Securities
New York
$7.01K +$7.01K +147 New
HCA
146
Harbor Capital Advisors
Illinois
$7K +$7K +140 New
BTI
147
Blue Trust Inc
Georgia
$6.69K +$4.25K +89 +175%
SAM
148
Smartleaf Asset Management
Massachusetts
$5K – – –
VWM
149
Venturi Wealth Management
Texas
$4.82K +$4.82K +101 New
JIP
150
Jaffetilchin Investment Partners
Florida
$4.77K +$4.77K +100 New
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6
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