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Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-8
Holders Change %
-4.47%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
52
Reduced
56
Closed
34
Calls
$29K
Puts
–
Net Calls
+$29K
Net Calls Change
+$1.18M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$34.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$15.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.2M
5
FCM
Frontier Capital Management
Massachusetts
$10.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$22.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$138M
3
BCM
Brown Capital Management
Maryland
$94.7M
4
Millennium Management
Millennium Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
151
Mitsubishi UFJ Asset Management
Japan
$4.2K – – –
AF
152
Allworth Financial
California
$3.31K +$397 +9 +14%
GI
153
GAMMA Investing
California
$3.3K +$2.91K +61 +763%
MG
154
Mather Group
Illinois
$2.91K – – –
BTI
155
Blue Trust Inc
Georgia
$2.28K +$2.28K +51 New
FFC
156
First Financial Corp
Indiana
$1.67K – – –
PWMG
157
Private Wealth Management Group
New Jersey
$1.34K – – –
RWMG
158
Redwood Wealth Management Group
New Jersey
$1.1K +$1.1K +23 New
FHA
159
First Horizon Advisors
Tennessee
$717 – – –
RIL
160
Rothschild Investment LLC
Illinois
$716 +$477 +10 +200%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$621 -$633K -13,249 -100%
JWA
162
JFS Wealth Advisors
Pennsylvania
$478 – – –
VCM
163
Versant Capital Management
Arizona
$478 – – –
BIA
164
Bell Investment Advisors
California
$478 – – –
FFA
165
Farther Finance Advisors
California
$468 +$234 +5 +100%
QCG
166
Quadrant Capital Group
Ohio
$335 – – –
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$334 – – –
DPW
168
DiNuzzo Private Wealth
Pennsylvania
$239 +$48 +1 +25%
SIC
169
SJS Investment Consulting
Ohio
$191 – – –
CFGS
170
Concourse Financial Group Securities
Alabama
$47 -$658 -14 -93%
Millennium Management
171
Millennium Management
New York
– -$7.54M -168,752 Closed
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
– -$3.67M -82,179 Closed
KCM
173
Kennedy Capital Management
Missouri
– -$3.22M -71,960 Closed
State of New Jersey Common Pension Fund D
174
State of New Jersey Common Pension Fund D
New Jersey
– -$2.92M -65,374 Closed
Tudor Investment Corp
175
Tudor Investment Corp
Connecticut
– -$2.02M -45,119 Closed
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