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Helios Technologies
HLIO

Overview Fund Activity

155 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
63
Reduced
51
Closed
24
Calls
$427K
Puts
$150K
Net Calls
+$277K
Net Calls Change
-$152K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.4M
3
CVA
3
Ceredex Value Advisors
Florida
$12.4M
4
FAM
4
Fred Alger Management
New York
$6.82M
5
Bank of America
5
Bank of America
North Carolina
$22.5M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$4K
2
WA
2
Wasatch Advisors
Utah
$214M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
RCMC
4
RK Capital Management (Colorado)
Colorado
$0
5
AAM
5
ACK Asset Management
Connecticut
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
– -$463 -7 Closed
DI
177
Disciplined Investments
Oklahoma
– -$264 -4 Closed
4 5 6 7
8