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Helios Technologies
HLIO

Overview Fund Activity

165 hedge funds and large institutions have $1.58B invested in Helios Technologies in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
61
Reduced
51
Closed
22
Calls
$402K
Puts
$32K
Net Calls
+$370K
Net Calls Change
+$770K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$162M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$54.1M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$13.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$36.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.6M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
CVA
3
Ceredex Value Advisors
Florida
$34K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.56M
5
SI
5
Sapience Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
C
151
Covestor
United Kingdom
$1K -$222 -4 -18%
NA
152
NewEdge Advisors
Louisiana
$980 +$980 +18 New
AAP
153
Arax Advisory Partners
Colorado
$871 – – –
SC
154
Schubert & Co
Texas
$762 +$544 +10 +250%
PA
155
Parallel Advisors
California
$708 -$272 -5 -28%
JWA
156
JFS Wealth Advisors
Pennsylvania
$544 +$544 +10 New
LC
157
Lindbrook Capital
California
$490 -$926 -17 -65%
BAAM
158
Baker Avenue Asset Management
California
$327 +$327 +6 New
SIC
159
SJS Investment Consulting
Ohio
$272 +$109 +2 +67%
DI
160
Disciplined Investments
Oklahoma
$163 +$54 +1 +50%
AF
161
Advisornet Financial
Minnesota
$163 +$163 +3 New
AF
162
Allworth Financial
California
$163 +$163 +3 New
TWA
163
TCI Wealth Advisors
Arizona
$109 +$55 +1 +100%
TCM
164
TD Capital Management
Tennessee
$55 – – –
Aberdeen Group
165
Aberdeen Group
United Kingdom
– -$26.8M -529,960 Closed
SI
166
Sapience Investments
California
– -$5.25M -103,680 Closed
CSS
167
Cubist Systematic Strategies
Connecticut
– -$2.02M -39,858 Closed
Millennium Management
168
Millennium Management
New York
– -$1.95M -38,567 Closed
Marshall Wace
169
Marshall Wace
United Kingdom
– -$1.38M -27,239 Closed
CIC
170
Cornercap Investment Counsel
Georgia
– -$920K -18,190 Closed
JF
171
Jump Financial
Illinois
– -$754K -14,900 Closed
EGM
172
Engineers Gate Manager
New York
– -$728K -14,393 Closed
APP
173
Alpha Paradigm Partners
Illinois
– -$726K -14,354 Closed
NC
174
NinePointTwo Capital
California
– -$344K -6,802 Closed
GTCM
175
Gyon Technologies Capital Management
New Jersey
– -$324K -6,399 Closed
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