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Helios Technologies
HLIO

Overview Fund Activity

184 hedge funds and large institutions have $2.36B invested in Helios Technologies in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
59
Reduced
62
Closed
24
Calls
$852K
Puts
$1.87M
Net Calls
-$1.02M
Net Calls Change
+$490K

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$7.63M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$61.1M
3
OCM
Osterweis Capital Management
California
$6.78M
4
Ameriprise
Ameriprise
Minnesota
$59.2M
5
RCMC
RK Capital Management (Colorado)
Colorado
$14M

Top Sellers

1
FAM
Fred Alger Management
New York
$337K
2
BAMCO Inc
BAMCO Inc
New York
$8.74M
3
Invesco
Invesco
Georgia
$24.1M
4
RA
Royce & Associates
New York
$19.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
American Portfolios Advisors
New York
$96.8K – – –
SOW
152
State of Wyoming
Wyoming
$93K -$8.37K -104 -8%
AssetMark Inc
153
AssetMark Inc
California
$77K – – –
SCM
154
Silvant Capital Management
Georgia
$58K – – –
SO
155
STRS Ohio
Ohio
$56K – – –
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$52K -$79.8K -987 -61%
GWSG
157
GPS Wealth Strategies Group
Colorado
$38K – – –
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$37K -$2.01K -25 -5%
S
159
SignatureFD
Georgia
$33K -$1.29K -16 -4%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$32K +$26.7K +326 +502%
PHK
161
Point72 Hong Kong
Hong Kong
$16K +$16K +201 New
HNB
162
Huntington National Bank
Ohio
$11K – – –
TWA
163
TCI Wealth Advisors
Arizona
$9K +$5.25K +63 +140%
BCWM
164
Bartlett & Co Wealth Management
Ohio
$8.03K +$8.03K +100 New
FF
165
FourThought Financial
Florida
$8K – – –
BC
166
Bartlett & Co
Ohio
$8K +$8K +100 New
RIM
167
Rockbridge Investment Management
New York
$7.88K +$7.88K +100 New
CAM
168
ClariVest Asset Management
California
$7K – – –
CFB
169
Cullen/Frost Bankers
Texas
$6K – – –
IA
170
IFP Advisors
Florida
$5K +$5K +99 New
ME
171
McIlrath & Eck
Washington
$4K – – –
HFS
172
Hantz Financial Services
Michigan
$4K +$4K +54 New
WPA
173
West Paces Advisors
Georgia
$3.93K – – –
CMBA
174
C.M. Bidwell & Associates
Hawaii
$2K – – –
PA
175
Parallel Advisors
California
$1K -$3.63K -29 -78%
5 6
7
8 9