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Helios Technologies

116 hedge funds and large institutions have $826M invested in Helios Technologies in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
41
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brown Capital Management
Maryland
$176M +$2.22M +51,261 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$111M -$411K -9,500 -0.4%
RA
3
Royce & Associates
New York
$74.2M +$2.12M +48,997 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$59.2M +$2.39M +55,105 +4%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$52.9M +$7.19M +166,127 +16%
BIT
6
BlackRock Institutional Trust
California
$27.3M +$369K +8,511 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$26M +$288K +6,651 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$25.5M +$275K +6,358 +1%
BFA
9
BlackRock Fund Advisors
California
$23.3M +$405K +9,362 +2%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$21.5M
CM
11
CS McKee
Pennsylvania
$17.7M -$2.1M -48,420 -11%
State Street
12
State Street
Massachusetts
$15.7M -$174K -4,012 -1%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$15.6M -$916K -21,150 -6%
Northern Trust
14
Northern Trust
Illinois
$14.7M -$1.15M -26,521 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$12.2M +$4.48M +103,533 +58%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$9.36M -$107K -2,459 -1%
Renaissance Technologies
17
Renaissance Technologies
New York
$8.27M +$1.13M +26,000 +16%
HW
18
Hancock Whitney
Mississippi
$8.15M +$657K +15,160 +9%
MDCM
19
Morgan Dempsey Capital Management
Wisconsin
$6.93M +$1.6M +36,872 +30%
QCMNJ
20
Quantum Capital Management (New Jersey)
New Jersey
$6.37M -$1.59M -36,638 -20%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.82M +$478K +11,047 +9%
Ameriprise
22
Ameriprise
Minnesota
$5.26M -$86.6K -2,000 -2%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$5.12M +$5.12M +118,200 New
CYG
24
Clean Yield Group
Vermont
$5M -$101K -2,338 -2%
MSA
25
Mason Street Advisors
Wisconsin
$4.99M