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Helios Technologies
HLIO

Overview Fund Activity

168 hedge funds and large institutions have $1.51B invested in Helios Technologies in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
51
Closed
21
Calls
–
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$135K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$33.4M
2
AAM
2
ACK Asset Management
Connecticut
$8.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.49M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$5.11M
5
BCM
5
Brown Capital Management
Maryland
$149M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.27M
2
Invesco
2
Invesco
Georgia
$1.82M
3
Victory Capital Management
3
Victory Capital Management
Texas
$345K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27.8M
5
Ameriprise
5
Ameriprise
Minnesota
$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Bartlett & Co
Ohio
$5K – – –
FF
152
FourThought Financial
Florida
$5K – – –
PTC
153
Private Trust Company
Ohio
$4K – – –
CFB
154
Cullen/Frost Bankers
Texas
$4K – – –
SPIA
155
Steward Partners Investment Advisory
New York
$4K +$4K +77 New
WFA
156
Wipfli Financial Advisors
Wisconsin
$4K +$4K +82 New
Barclays
157
Barclays
United Kingdom
$4K +$4K +87 New
Simplex Trading
158
Simplex Trading
Illinois
$4K +$4K +96 New
BIA
159
Bell Investment Advisors
California
$2K – – –
PA
160
Parallel Advisors
California
$1K -$3.22K -58 -76%
AAP
161
Arax Advisory Partners
Colorado
$1K – – –
C
162
Covestor
United Kingdom
$1K +$591 +13 +144%
LC
163
Lindbrook Capital
California
$1K +$692 +18 +225%
PWP
164
Principle Wealth Partners
Connecticut
$255 – – –
OCM
165
Osterweis Capital Management
California
– -$6.22M -93,805 Closed
AACP
166
Advantage Alpha Capital Partners
California
– -$4.62M -69,681 Closed
HT
167
HighTower Trust
Texas
– -$6.55K -65,613 Closed
AI
168
Axiom Investors
Connecticut
– -$2.56M -38,585 Closed
Aviva
169
Aviva
United Kingdom
– -$1.34M -20,192 Closed
HIM
170
Hillsdale Investment Management
Ontario, Canada
– -$769K -11,600 Closed
Baird Financial Group
171
Baird Financial Group
Wisconsin
– -$404K -6,099 Closed
IC
172
IEQ Capital
California
– -$258K -3,901 Closed
ProShare Advisors
173
ProShare Advisors
Maryland
– -$243K -3,656 Closed
PHK
174
Point72 Hong Kong
Hong Kong
– -$69K -1,041 Closed
SCM
175
Silvant Capital Management
Georgia
– -$48K -725 Closed
4 5 6
7
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