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Helios Technologies
HLIO

Overview Fund Activity

111 hedge funds and large institutions have $764M invested in Helios Technologies in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
36
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$164M
2
SLG
2
Stanley-Laman Group
Pennsylvania
$7.12M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$15.6M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$43.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$53.6M

Top Sellers

1
CM
1
CS McKee
Pennsylvania
$18.7M
2
CRCP
2
Copper Rock Capital Partners
Massachusetts
$2.24M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.02M
4
SB
4
Suntrust Banks
Georgia
$5.71M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brown Capital Management
Maryland
$164M 4,020,113 +311,080 +8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$105M 2,578,340 +4,750 +0.2%
RA
3
Royce & Associates
New York
$68M 1,664,263 +36,527 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.6M 1,311,759 +77,008 +6%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$43.1M 1,054,935 +86,325 +9%
BIT
6
BlackRock Institutional Trust
California
$25.4M 621,939 -24,006 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$24.2M 593,455 +13,861 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$23.8M 583,192 +3,383 +0.6%
BFA
9
BlackRock Fund Advisors
California
$21.6M 528,217 -24,224 -4%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$20.3M 496,905 – –
CM
11
CS McKee
Pennsylvania
$18.7M 457,047 -299,039 -40%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$15.6M 381,854 +106,187 +39%
State Street
13
State Street
Massachusetts
$15M 366,484 -4,278 -1%
Northern Trust
14
Northern Trust
Illinois
$14.9M 365,226 +11,038 +3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$8.92M 218,496 +4,896 +2%
QCMNJ
16
Quantum Capital Management (New Jersey)
New Jersey
$7.5M 183,684 +38,196 +26%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.26M 177,829 +24,125 +16%
SLG
18
Stanley-Laman Group
Pennsylvania
$7.12M 174,412 +174,412 New
HW
19
Hancock Whitney
Mississippi
$7.07M 173,025 -164 -0.1%
Renaissance Technologies
20
Renaissance Technologies
New York
$6.74M 165,000 -4,475 -3%
SB
21
Suntrust Banks
Georgia
$5.71M 139,934 -42,779 -23%
CCM
22
Century Capital Management
Massachusetts
$5.62M 137,682 -29,103 -17%
Ameriprise
23
Ameriprise
Minnesota
$5.04M 123,513 -3,488 -3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$5.03M 123,243 +9,979 +9%
MDCM
25
Morgan Dempsey Capital Management
Wisconsin
$5.03M 123,214 +4,065 +3%
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