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Helios Technologies
HLIO

Overview Fund Activity

169 hedge funds and large institutions have $2.02B invested in Helios Technologies in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
59
Reduced
66
Closed
21
Calls
$482K
Puts
$53K
Net Calls
+$429K
Net Calls Change
-$271K

Top Buyers

1
CCA
Conestoga Capital Advisors
Pennsylvania
$135M
2
AAM
ACK Asset Management
Connecticut
$42M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$93.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$12.7M
5
BlackRock
BlackRock
New York
$143M

Top Sellers

1
GKIM
GW&K Investment Management
Massachusetts
$19.6M
2
WA
Wasatch Advisors
Utah
$269M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$34M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
151
Cullen/Frost Bankers
Texas
$5.29K -$7.86K -119 -60%
PPC
152
Park Place Capital
Alabama
$2.64K -$3.64K -55 -58%
PTC
153
Private Trust Company
Ohio
$2.31K -$2.64K -40 -53%
NA
154
NewEdge Advisors
Louisiana
$2.31K +$2.31K +35 New
BIA
155
Bell Investment Advisors
California
$1.32K -$595 -9 -31%
Barclays
156
Barclays
United Kingdom
$1K +$1K +21 New
JFA
157
JNBA Financial Advisors
Minnesota
$860 – – –
JWA
158
JFS Wealth Advisors
Pennsylvania
$727 -$198 -3 -21%
AA
159
Addison Advisors
Vermont
$595 +$595 +9 New
AAP
160
Arax Advisory Partners
Colorado
$529 -$529 -8 -50%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$463 +$463 +7 New
PA
162
Parallel Advisors
California
$330 -$528 -8 -62%
SIC
163
SJS Investment Consulting
Ohio
$265 -$199 -3 -43%
AF
164
Advisornet Financial
Minnesota
$264 -$66 -1 -20%
DI
165
Disciplined Investments
Oklahoma
$264 -$66 -1 -20%
AF
166
Allworth Financial
California
$199 – – –
TCM
167
TD Capital Management
Tennessee
$67 – – –
Point72 Asset Management
168
Point72 Asset Management
Connecticut
– -$14.1M -215,800 Closed
PAMP
169
Polar Asset Management Partners
Ontario, Canada
– -$12.3M -187,900 Closed
Jennison Associates
170
Jennison Associates
New York
– -$10.1M -154,847 Closed
DTL
171
Dynamic Technology Lab
Singapore
– -$946K -14,472 Closed
JCIA
172
Jackson Creek Investment Advisors
Colorado
– -$860K -13,151 Closed
SG Americas Securities
173
SG Americas Securities
New York
– -$725K -11,091 Closed
ECM
174
ExodusPoint Capital Management
New York
– -$615K -9,401 Closed
AAS
175
Ameritas Advisory Services
Nebraska
– -$435K -7,048 Closed
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