HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.46B invested in Helios Technologies in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
72
Reduced
48
Closed
23
Calls
$308K
Puts
$27K
Net Calls
+$281K
Net Calls Change
+$305K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
$32.2M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$88.7M
3
SBF
Sara-Bay Financial
Florida
$54.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.1M
5
UBS Group
UBS Group
Switzerland
$7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$65.3M
2
BCM
Brown Capital Management
Maryland
$68.3M
3
FCM
Frontier Capital Management
Massachusetts
$8.07M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$11M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
126
Amundi
France
$64.9K -$35.8K -777 -36%
AB
127
Amalgamated Bank
New York
$52K – – –
TRCT
128
Tower Research Capital (TRC)
New York
$50.2K -$503K -11,263 -91%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$46.8K -$2.72K -61 -5%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$42.1K +$1.38K +31 +3%
S
131
SignatureFD
Georgia
$30.7K +$12.8K +287 +72%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.7K +$6.12K +137 +35%
Creative Planning
133
Creative Planning
Kansas
$21.7K +$21.7K +485 New
AT
134
Avalon Trust
New Mexico
$17.9K – – –
SFM
135
Spartan Fund Management
Canada
$17.6K +$17.6K +9,000 New
SCM
136
Sterling Capital Management
North Carolina
$16.1K +$13.4K +301 +502%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$12K +$1.69K +39 +16%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$11.1K -$1.65K -37 -13%
QL
139
Quarry LP
New York
$9.02K +$9.02K +202 New
GI
140
GAMMA Investing
California
$8.44K +$6.47K +145 +330%
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$7.84K – – –
AAP
142
Arax Advisory Partners
Colorado
$7.19K -$179 -4 -2%
SL
143
Salomon & Ludwin
Virginia
$6.7K – – –
HCA
144
Harbor Capital Advisors
Illinois
$6K -$87 -2 -1%
VCM
145
Versant Capital Management
Arizona
$5.94K +$5.49K +123 +1,230%
SAM
146
Smartleaf Asset Management
Massachusetts
$5.24K +$533 +12 +11%
VWM
147
Venturi Wealth Management
Texas
$4.51K – – –
Jones Financial Companies
148
Jones Financial Companies
Missouri
$4.46K -$4.96K -111 -53%
Mitsubishi UFJ Asset Management
149
Mitsubishi UFJ Asset Management
Japan
$3.91K – – –
AF
150
Allworth Financial
California
$2.65K -$584 -13 -18%
4 5
6
7 8