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Helios Technologies
HLIO

Overview Fund Activity

166 hedge funds and large institutions have $1.42B invested in Helios Technologies in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 21 closing their positions.

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
59
Reduced
48
Closed
21
Calls
$558K
Puts
$1.3M
Net Calls
-$739K
Net Calls Change
-$1.02M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$114M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
BlackRock
3
BlackRock
New York
$109M
4
BCM
4
Brown Capital Management
Maryland
$141M
5
Millennium Management
5
Millennium Management
New York
$8.95M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$95.5M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$634K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$1.68K 37 +32 +640%
PWMG
152
Private Wealth Management Group
New Jersey
$1.27K 28 +28 New
GKIM
153
GW&K Investment Management
Massachusetts
$1K 15 -46 -75%
ASN
154
Advisory Services Network
Georgia
$680 15 +15 New
JWA
155
JFS Wealth Advisors
Pennsylvania
$545 12 -1 -8%
BIA
156
Bell Investment Advisors
California
$454 10 – –
VCM
157
Versant Capital Management
Arizona
$454 10 +10 New
GI
158
GAMMA Investing
California
$371 9 +9 New
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$317 7 +7 New
SIC
160
SJS Investment Consulting
Ohio
$227 5 -1 -17%
FFA
161
Farther Finance Advisors
California
$227 5 +5 New
DPW
162
DiNuzzo Private Wealth
Pennsylvania
$227 5 +5 New
AF
163
Allworth Financial
California
$137 3 – –
AF
164
Advisornet Financial
Minnesota
$136 3 – –
TCM
165
TD Capital Management
Tennessee
$46 1 – –
Loomis, Sayles & Company
166
Loomis, Sayles & Company
Massachusetts
– – -562,433 Closed
AAM
167
ACK Asset Management
Connecticut
– – -535,000 Closed
FAM
168
Fred Alger Management
New York
– – -122,860 Closed
TAM
169
Thematics Asset Management
France
– – -103,000 Closed
Federated Hermes
170
Federated Hermes
Pennsylvania
– – -36,412 Closed
Renaissance Technologies
171
Renaissance Technologies
New York
– – -11,375 Closed
SG Americas Securities
172
SG Americas Securities
New York
– – -9,364 Closed
Truist Financial
173
Truist Financial
North Carolina
– – -8,156 Closed
Corient Private Wealth
174
Corient Private Wealth
Florida
– – -7,290 Closed
AAS
175
Ameritas Advisory Services
Nebraska
– – -7,048 Closed
4 5 6
7
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