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Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.46B invested in Helios Technologies in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
72
Reduced
48
Closed
23
Calls
$308K
Puts
$27K
Net Calls
+$281K
Net Calls Change
+$305K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
$32.2M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$88.7M
3
SBF
Sara-Bay Financial
Florida
$54.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.1M
5
UBS Group
UBS Group
Switzerland
$7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$65.3M
2
BCM
Brown Capital Management
Maryland
$68.3M
3
FCM
Frontier Capital Management
Massachusetts
$8.07M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$11M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$2.05K +$2.05K +46 New
Bessemer Group
152
Bessemer Group
New Jersey
$2K – – –
MG
153
Mather Group
Illinois
$1.92K -$982 -22 -34%
LC
154
Lindbrook Capital
California
$1.79K – – –
MCM
155
MAI Capital Management
Ohio
$1.56K +$1.56K +35 New
RIL
156
Rothschild Investment LLC
Illinois
$1.34K +$223 +5 +20%
PWMG
157
Private Wealth Management Group
New Jersey
$1.25K – – –
Russell Investments Group
158
Russell Investments Group
United Kingdom
$804 – – –
FHA
159
First Horizon Advisors
Tennessee
$673 – – –
JWA
160
JFS Wealth Advisors
Pennsylvania
$625 +$536 +12 +600%
EWA
161
EverSource Wealth Advisors
Alabama
$536 +$536 +12 New
FFA
162
Farther Finance Advisors
California
$491 – – –
BIA
163
Bell Investment Advisors
California
$447 – – –
QCG
164
Quadrant Capital Group
Ohio
$313 – – –
DPW
165
DiNuzzo Private Wealth
Pennsylvania
$268 +$179 +4 +200%
SIC
166
SJS Investment Consulting
Ohio
$268 +$179 +4 +200%
IA
167
IFP Advisors
Florida
$179 – – –
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$45 – – –
PWM
169
Parkworth Wealth Management
California
$45 +$45 +1 New
GFPC
170
Global Financial Private Client
Florida
$45 +$45 +1 New
DM
171
Deerfield Management
New York
– -$954K -19,995 Closed
PCM
172
Penn Capital Management
Pennsylvania
– -$937K -19,635 Closed
ICM
173
Intrepid Capital Management
Florida
– -$916K -19,203 Closed
Jacobs Levy Equity Management
174
Jacobs Levy Equity Management
New Jersey
– -$790K -16,561 Closed
A
175
AlphaQuest
New York
– -$623K -13,054 Closed
4 5 6
7
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