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Helios Technologies
HLIO

Overview Fund Activity

168 hedge funds and large institutions have $1.51B invested in Helios Technologies in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
51
Closed
21
Calls
–
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$135K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$33.4M
2
AAM
2
ACK Asset Management
Connecticut
$8.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.49M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$5.11M
5
BCM
5
Brown Capital Management
Maryland
$149M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.27M
2
Invesco
2
Invesco
Georgia
$1.82M
3
Victory Capital Management
3
Victory Capital Management
Texas
$345K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27.8M
5
Ameriprise
5
Ameriprise
Minnesota
$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
– -$34K -519 Closed
RIM
177
Rockbridge Investment Management
New York
– -$6.63K -100 Closed
HFS
178
Hantz Financial Services
Michigan
– -$4K -54 Closed
WPA
179
West Paces Advisors
Georgia
– -$3.25K -49 Closed
CMBA
180
C.M. Bidwell & Associates
Hawaii
– -$2K -30 Closed
CI
181
CX Institutional
Indiana
– -$1K -15 Closed
JWA
182
JFS Wealth Advisors
Pennsylvania
– -$1K -13 Closed
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