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Helios Technologies
HLIO

Overview Fund Activity

179 hedge funds and large institutions have $1.38B invested in Helios Technologies in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
54
Reduced
62
Closed
21
Calls
$40K
Puts
$1.19M
Net Calls
-$1.15M
Net Calls Change
-$414K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$147M
2
WA
2
Wasatch Advisors
Utah
$186M
3
Bank of America
3
Bank of America
North Carolina
$29.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$16.7M
5
KTA
5
Keeley-Teton Advisors
Illinois
$3.29M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41M
2
BCM
2
Brown Capital Management
Maryland
$101M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.1M
4
TCM
4
Tributary Capital Management
Nebraska
$0
5
BlackRock
5
BlackRock
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
176
Rothschild Investment LLC
Illinois
$223 +$223 +5 New
FFA
177
Farther Finance Advisors
California
$220 – – –
SIC
178
SJS Investment Consulting
Ohio
$179 -$45 -1 -20%
DPW
179
DiNuzzo Private Wealth
Pennsylvania
$179 -$45 -1 -20%
TCM
180
Tributary Capital Management
Nebraska
– -$7.95M -175,297 Closed
EP
181
Edgestream Partners
New Jersey
– -$936K -20,646 Closed
LCM
182
Landscape Capital Management
New Jersey
– -$475K -10,472 Closed
QC
183
Quadrature Capital
United Kingdom
– -$465K -10,257 Closed
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
– -$420K -9,244 Closed
State of Wisconsin Investment Board
185
State of Wisconsin Investment Board
Wisconsin
– -$414K -9,132 Closed
NRD
186
Nebula Research & Development
New York
– -$398K -8,782 Closed
FNBOO
187
First National Bank of Omaha
Nebraska
– -$337K -7,424 Closed
AC
188
Aristides Capital
Kentucky
– -$288K -6,347 Closed
LPL Financial
189
LPL Financial
California
– -$242K -5,341 Closed
Squarepoint
190
Squarepoint
New York
– -$218K -4,807 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
191
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$136K -3,000 Closed
TWM
192
Tradition Wealth Management
Minnesota
– -$33K -722 Closed
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
– -$9.25K -204 Closed
HNB
194
Huntington National Bank
Ohio
– -$5.03K -111 Closed
PA
195
Parallel Advisors
California
– -$1.68K -37 Closed
BTI
196
Blue Trust Inc
Georgia
– -$2K -28 Closed
ASN
197
Advisory Services Network
Georgia
– -$680 -15 Closed
GKIM
198
GW&K Investment Management
Massachusetts
– -$1K -15 Closed
AF
199
Advisornet Financial
Minnesota
– -$136 -3 Closed
TCM
200
TD Capital Management
Tennessee
– -$46 -1 Closed
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