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Helios Technologies
HLIO

Overview Fund Activity

155 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
63
Reduced
51
Closed
24
Calls
$427K
Puts
$150K
Net Calls
+$277K
Net Calls Change
-$152K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$62.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$14.4M
3
CVA
Ceredex Value Advisors
Florida
$12.4M
4
FAM
Fred Alger Management
New York
$6.82M
5
Bank of America
Bank of America
North Carolina
$22.5M

Top Sellers

1
GKIM
GW&K Investment Management
Massachusetts
$4K
2
WA
Wasatch Advisors
Utah
$214M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
RCMC
RK Capital Management (Colorado)
Colorado
$0
5
AAM
ACK Asset Management
Connecticut
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$167 – – –
AF
152
Advisornet Financial
Minnesota
$166 -$55 -1 -25%
TCM
153
TD Capital Management
Tennessee
$56 – – –
Adage Capital Partners
154
Adage Capital Partners
Massachusetts
– -$9.96M -150,773 Closed
RCMC
155
RK Capital Management (Colorado)
Colorado
– -$6.8M -102,900 Closed
Millennium Management
156
Millennium Management
New York
– -$1.84M -27,912 Closed
Jane Street
157
Jane Street
New York
– -$946K -14,309 Closed
ZB
158
Zions Bancorporation
Utah
– -$847K -12,821 Closed
CAM
159
ClariVest Asset Management
California
– -$589K -8,912 Closed
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
– -$281K -4,255 Closed
CB
161
Commerce Bank
Missouri
– -$281K -4,245 Closed
Principal Financial Group
162
Principal Financial Group
Iowa
– -$256K -3,871 Closed
Baird Financial Group
163
Baird Financial Group
Wisconsin
– -$234K -3,541 Closed
LA
164
Lindenwold Advisors
Pennsylvania
– -$234K -3,535 Closed
VRS
165
Virginia Retirement Systems
Virginia
– -$218K -3,300 Closed
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
– -$211K -3,198 Closed
AssetMark Inc
167
AssetMark Inc
California
– -$20.5K -310 Closed
BC
168
Bartlett & Co
Ohio
– -$7K -100 Closed
BCWM
169
Bartlett & Co Wealth Management
Ohio
– -$6.61K -100 Closed
FHA
170
First Horizon Advisors
Tennessee
– -$6.54K -99 Closed
CFB
171
Cullen/Frost Bankers
Texas
– -$5.29K -80 Closed
PPC
172
Park Place Capital
Alabama
– -$2.64K -40 Closed
NA
173
NewEdge Advisors
Louisiana
– -$2.31K -35 Closed
Barclays
174
Barclays
United Kingdom
– -$1K -21 Closed
AAP
175
Arax Advisory Partners
Colorado
– -$529 -8 Closed
4 5 6
7
8