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Helios Technologies
HLIO

Overview Fund Activity

122 hedge funds and large institutions have $1.17B invested in Helios Technologies in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 18 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
33
Reduced
37
Closed
18
Calls
$2.09M
Puts
–
Net Calls
+$2.09M
Net Calls Change
+$2.15M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$40.8M
2
GKIM
2
GW&K Investment Management
Massachusetts
$35.9M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$56.1M
4
Millennium Management
4
Millennium Management
New York
$8.7M
5
RA
5
Royce & Associates
New York
$122M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$83M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$19.9M
4
Wells Fargo
4
Wells Fargo
California
$1.05M
5
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brown Capital Management
Maryland
$223M 4,128,038 -38,666 -0.9%
RA
2
Royce & Associates
New York
$122M 2,263,053 +134,273 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$103M 1,901,668 +21,578 +1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$83M 1,537,750 -405,745 -21%
BlackRock
5
BlackRock
New York
$81.2M 1,504,051 +56,458 +4%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$56.1M 1,038,477 +171,018 +20%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$47M 869,720 +2,989 +0.3%
WA
8
Wasatch Advisors
Utah
$40.8M 755,368 +755,368 New
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$36.8M 681,355 – –
GKIM
10
GW&K Investment Management
Massachusetts
$35.9M 665,130 +209,071 +46%
Renaissance Technologies
11
Renaissance Technologies
New York
$33.8M 626,175 +14,700 +2%
FAM
12
Fred Alger Management
New York
$26.9M 498,888 +11,220 +2%
State Street
13
State Street
Massachusetts
$24.3M 450,709 +2,816 +0.6%
VFA
14
Virtus Fund Advisers
Connecticut
$20.4M 376,889 -3,700 -1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$19.9M 368,611 -151,506 -29%
Northern Trust
16
Northern Trust
Illinois
$16.5M 306,306 -1,698 -0.6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$16.2M 300,468 -44,767 -13%
IR
18
IAT Reinsurance
New York
$16.2M 300,000 – –
Norges Bank
19
Norges Bank
Norway
$13.4M 247,605 – –
Ameriprise
20
Ameriprise
Minnesota
$12.6M 232,557 -25,776 -10%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$11.9M 220,251 +8,488 +4%
RCMC
22
RK Capital Management (Colorado)
Colorado
$11.1M 205,961 +37,861 +23%
Millennium Management
23
Millennium Management
New York
$8.7M 161,029 +161,029 New
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$8.59M 159,045 -4,125 -3%
NFA
25
Nationwide Fund Advisors
Ohio
$8.39M 155,272 -276 -0.2%
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