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Helios Technologies
HLIO

Overview Fund Activity

180 hedge funds and large institutions have $3.1B invested in Helios Technologies in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
59
Reduced
55
Closed
10
Calls
$947K
Puts
$2.46M
Net Calls
-$1.51M
Net Calls Change
-$1.95M

Top Buyers

1
SBF
1
Sara-Bay Financial
Florida
$122M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$171M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$61.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.11M

Top Sellers

1
RA
1
Royce & Associates
New York
$32.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.4M
3
WA
3
Wasatch Advisors
Utah
$486M
4
GKIM
4
GW&K Investment Management
Massachusetts
$69.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$283M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
176
Schubert & Co
Texas
$1K 5 +5 New
MCM
177
Manchester Capital Management
Vermont
$1K 6 +6 New
C
178
Covestor
United Kingdom
$1K 13 +13 New
Barclays
179
Barclays
United Kingdom
– – -14,773 Closed
Canada Pension Plan Investment Board
180
Canada Pension Plan Investment Board
Ontario, Canada
– – -10,000 Closed
Jane Street
181
Jane Street
New York
– – -6,490 Closed
Renaissance Technologies
182
Renaissance Technologies
New York
– – -5,075 Closed
HF
183
HRT Financial
New York
– – -4,059 Closed
CANY
184
Caxton Associates (New York)
New York
– – -4,037 Closed
AIM
185
Aigen Investment Management
New York
– – -3,134 Closed
E
186
Ergoteles
New York
– – -2,670 Closed
VF
187
Virtu Financial
New York
– – -2,579 Closed
OSAM
188
O'Shaughnessy Asset Management
Connecticut
– – -1,826 Closed
CFGS
189
Concourse Financial Group Securities
Alabama
– – – –
TCM
190
TD Capital Management
Tennessee
$0 1 – –
JWA
191
JFS Wealth Advisors
Pennsylvania
$0 3 +3 New
4 5 6 7
8