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Helios Technologies
HLIO

Overview Fund Activity

180 hedge funds and large institutions have $3.1B invested in Helios Technologies in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
59
Reduced
55
Closed
10
Calls
$947K
Puts
$2.46M
Net Calls
-$1.51M
Net Calls Change
-$1.95M

Top Buyers

1
SBF
1
Sara-Bay Financial
Florida
$122M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$171M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$61.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.11M

Top Sellers

1
RA
1
Royce & Associates
New York
$32.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.4M
3
WA
3
Wasatch Advisors
Utah
$486M
4
GKIM
4
GW&K Investment Management
Massachusetts
$69.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$84K – – –
SCM
152
Silvant Capital Management
Georgia
$76K +$76K +725 New
SO
153
STRS Ohio
Ohio
$73K +$73K +700 New
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$51K -$2.62K -25 -5%
GWSG
155
GPS Wealth Strategies Group
Colorado
$50K – – –
S
156
SignatureFD
Georgia
$45K – – –
Macquarie Group
157
Macquarie Group
Australia
$44K – – –
ACM
158
Aquatic Capital Management
Illinois
$42K +$42K +400 New
SFM
159
Signet Financial Management
New Jersey
$40K +$40K +377 New
FHA
160
First Horizon Advisors
Tennessee
$24K -$4.35K -42 -15%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$21K +$21K +200 New
HNB
162
Huntington National Bank
Ohio
$15K +$2.31K +22 +18%
CWS
163
Confluence Wealth Services
Pennsylvania
$13K +$13K +128 New
CAM
164
ClariVest Asset Management
California
$10K -$14K -127 -58%
CFB
165
Cullen/Frost Bankers
Texas
$8K – – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$7K +$7K +65 New
QT
167
Quantbot Technologies
New York
$6K +$6K +60 New
WPA
168
West Paces Advisors
Georgia
$5.15K +$526 +5 +11%
TWA
169
TCI Wealth Advisors
Arizona
$5K – – –
BIA
170
Bell Investment Advisors
California
$5K +$5K +46 New
ME
171
McIlrath & Eck
Washington
$5K +$5K +50 New
PA
172
Parallel Advisors
California
$4K +$3.14K +29 +363%
CMBA
173
C.M. Bidwell & Associates
Hawaii
$3K +$3K +30 New
AAP
174
Arax Advisory Partners
Colorado
$2K +$2K +18 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.72K -$31 -291 -2%
4 5 6
7
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