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Helios Technologies
HLIO

Overview Fund Activity

184 hedge funds and large institutions have $2.36B invested in Helios Technologies in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
59
Reduced
62
Closed
24
Calls
$852K
Puts
$1.87M
Net Calls
-$1.02M
Net Calls Change
+$490K

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$7.63M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$61.1M
3
OCM
Osterweis Capital Management
California
$6.78M
4
Ameriprise
Ameriprise
Minnesota
$59.2M
5
RCMC
RK Capital Management (Colorado)
Colorado
$14M

Top Sellers

1
FAM
Fred Alger Management
New York
$337K
2
BAMCO Inc
BAMCO Inc
New York
$8.74M
3
Invesco
Invesco
Georgia
$24.1M
4
RA
Royce & Associates
New York
$19.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
176
Arax Advisory Partners
Colorado
$1K – – –
C
177
Covestor
United Kingdom
$1K – – –
Macquarie Group
178
Macquarie Group
Australia
$33 – – –
EI
179
EAM Investors
California
– -$2.22M -21,126 Closed
CA
180
CSM Advisors
Pennsylvania
– -$1.31M -12,485 Closed
AC
181
Allstate Corporation
Illinois
– -$834K -7,926 Closed
IA
182
IndexIQ Advisors
New York
– -$609K -5,795 Closed
SCA
183
Snowden Capital Advisors
New York
– -$491K -4,672 Closed
QC
184
Quadrature Capital
United Kingdom
– -$457K -4,339 Closed
AA
185
ALPS Advisors
Colorado
– -$456K -4,336 Closed
DA
186
DCM Advisors
New York
– -$368K -3,500 Closed
State of Wisconsin Investment Board
187
State of Wisconsin Investment Board
Wisconsin
– -$326K -3,100 Closed
WB
188
WesBanco Bank
West Virginia
– -$301K -2,865 Closed
AIC
189
Aurora Investment Counsel
Georgia
– -$273K -2,595 Closed
Prudential Financial
190
Prudential Financial
New Jersey
– -$270K -2,568 Closed
EGM
191
Engineers Gate Manager
New York
– -$267K -2,535 Closed
BPA
192
Beacon Pointe Advisors
California
– -$224K -2,127 Closed
SSA
193
Schonfeld Strategic Advisors
New York
– -$221K -2,100 Closed
MIM
194
Marco Investment Management
Georgia
– -$214K -2,037 Closed
SI
195
Stephens Inc
Arkansas
– -$212K -2,015 Closed
PAMS
196
Pictet Asset Management (Switzerland)
Switzerland
– -$210K -1,992 Closed
ACM
197
Aquatic Capital Management
Illinois
– -$42K -400 Closed
SFM
198
Signet Financial Management
New Jersey
– -$40K -377 Closed
FHA
199
First Horizon Advisors
Tennessee
– -$24K -232 Closed
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
– -$21K -200 Closed
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