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Helios Technologies
HLIO

Overview Fund Activity

174 hedge funds and large institutions have $1.5B invested in Helios Technologies in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
67
Reduced
46
Closed
23
Calls
$62K
Puts
$86K
Net Calls
-$24K
Net Calls Change
-$53K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$86.8M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$13.6M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$22.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$17.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$96.5M
2
WA
2
Wasatch Advisors
Utah
$169M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$82.1M
4
BCM
4
Brown Capital Management
Maryland
$86.5M
5
OAM
5
Ophir Asset Management
Australia
$0
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
$3.44K -$143 -3 -4%
MG
153
Mather Group
Illinois
$3.1K – – –
SCM
154
Sterling Capital Management
North Carolina
$2.86K +$2.86K +60 New
GI
155
GAMMA Investing
California
$2.1K -$1.19K -25 -36%
Bessemer Group
156
Bessemer Group
New Jersey
$2K +$2K +50 New
LC
157
Lindbrook Capital
California
$1.91K +$1.91K +40 New
FFC
158
First Financial Corp
Indiana
$1.67K – – –
PWMG
159
Private Wealth Management Group
New Jersey
$1.34K – – –
RIL
160
Rothschild Investment LLC
Illinois
$1.19K +$477 +10 +67%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$859 +$239 +5 +38%
FHA
162
First Horizon Advisors
Tennessee
$718 – – –
CPA
163
Capital Performance Advisors
California
$620 +$620 +13 New
FFA
164
Farther Finance Advisors
California
$524 +$48 +1 +10%
BIA
165
Bell Investment Advisors
California
$477 – – –
VCM
166
Versant Capital Management
Arizona
$477 – – –
QCG
167
Quadrant Capital Group
Ohio
$334 – – –
JWA
168
JFS Wealth Advisors
Pennsylvania
$96 -$384 -8 -80%
DPW
169
DiNuzzo Private Wealth
Pennsylvania
$96 -$144 -3 -60%
SIC
170
SJS Investment Consulting
Ohio
$96 -$96 -2 -50%
CA
171
Claris Advisors
Missouri
$48 +$48 +1 New
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$48 +$48 +1 New
Norges Bank
173
Norges Bank
Norway
– -$7.23M -151,368 Closed
OAM
174
Ophir Asset Management
Australia
– -$5.24M -109,773 Closed
IP
175
Isthmus Partners
Wisconsin
– -$3.04M -63,669 Closed
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