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Helios Technologies
HLIO

Overview Fund Activity

179 hedge funds and large institutions have $1.38B invested in Helios Technologies in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
54
Reduced
62
Closed
21
Calls
$40K
Puts
$1.19M
Net Calls
-$1.15M
Net Calls Change
-$414K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$147M
2
WA
2
Wasatch Advisors
Utah
$186M
3
Bank of America
3
Bank of America
North Carolina
$29.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$16.7M
5
KTA
5
Keeley-Teton Advisors
Illinois
$3.29M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41M
2
BCM
2
Brown Capital Management
Maryland
$101M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.1M
4
TCM
4
Tributary Capital Management
Nebraska
$0
5
BlackRock
5
BlackRock
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
$17.9K – – –
AT
152
Avalon Trust
New Mexico
$17.9K – – –
AGWCA
153
Annis Gardner Whiting Capital Advisors
Florida
$14.9K +$14.9K +334 New
PS
154
Principal Securities
Iowa
$12.3K -$1.56K -35 -11%
GWSG
155
GPS Wealth Strategies Group
Colorado
$10.5K – – –
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$10K -$2.79K -65 -22%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$7.49K +$7.49K +170 New
SL
158
Salomon & Ludwin
Virginia
$6.7K – – –
Mitsubishi UFJ Asset Management
159
Mitsubishi UFJ Asset Management
Japan
$3.93K – – –
PTC
160
Private Trust Company
Ohio
$3.13K – – –
AF
161
Allworth Financial
California
$2.95K +$2.82K +63 +2,100%
MG
162
Mather Group
Illinois
$2.95K +$2.95K +65 New
FFC
163
First Financial Corp
Indiana
$1.56K +$1.56K +35 New
PWMG
164
Private Wealth Management Group
New Jersey
$1.25K – – –
C
165
Covestor
United Kingdom
$1K +$692 +9 +225%
OAM
166
Ostrum Asset Management
France
$849 -$17.9K -400 -95%
FHA
167
First Horizon Advisors
Tennessee
$670 -$23.3K -521 -97%
CFGS
168
Concourse Financial Group Securities
Alabama
$670 +$670 +15 New
JWA
169
JFS Wealth Advisors
Pennsylvania
$447 -$89 -2 -17%
VCM
170
Versant Capital Management
Arizona
$447 – – –
BIA
171
Bell Investment Advisors
California
$447 – – –
GI
172
GAMMA Investing
California
$358 -$45 -1 -11%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$313 – – –
QCG
174
Quadrant Capital Group
Ohio
$313 +$313 +7 New
AWM
175
Avior Wealth Management
Nebraska
$268 +$268 +6 New
4 5 6
7
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