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Helios Technologies
HLIO

Overview Fund Activity

127 hedge funds and large institutions have $1.43B invested in Helios Technologies in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
20
Increased
40
Reduced
42
Closed
15
Calls
$524K
Puts
$58K
Net Calls
+$466K
Net Calls Change
-$1.62M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$95.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17.1M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$79.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$7.76M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$241K
3
BCM
3
Brown Capital Management
Maryland
$257M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
RA
5
Royce & Associates
New York
$139M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brown Capital Management
Maryland
$257M 3,977,568 -150,470 -4%
RA
2
Royce & Associates
New York
$139M 2,141,848 -121,205 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$130M 2,009,540 +107,872 +6%
BlackRock
4
BlackRock
New York
$98.9M 1,528,385 +24,334 +2%
WA
5
Wasatch Advisors
Utah
$95.1M 1,469,841 +714,473 +95%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$93.3M 1,441,580 -96,170 -6%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$79.1M 1,222,892 +184,415 +18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$57.5M 889,493 +19,773 +2%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$43.3M 669,417 -11,938 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$39.2M 605,400 -20,775 -3%
GKIM
11
GW&K Investment Management
Massachusetts
$38.9M 600,759 -64,371 -10%
FAM
12
Fred Alger Management
New York
$33.3M 514,521 +15,633 +3%
State Street
13
State Street
Massachusetts
$30.3M 467,939 +17,230 +4%
VFA
14
Virtus Fund Advisers
Connecticut
$23.5M 362,559 -14,330 -4%
Northern Trust
15
Northern Trust
Illinois
$19.5M 301,310 -4,996 -2%
IR
16
IAT Reinsurance
New York
$19.4M 300,000 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$17.1M 264,774 +249,775 +1,665%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16.6M 256,773 -43,695 -15%
Norges Bank
19
Norges Bank
Norway
$16M 247,605 – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$15.2M 234,954 +14,703 +7%
RCMC
21
RK Capital Management (Colorado)
Colorado
$14.3M 221,800 +15,839 +8%
Ameriprise
22
Ameriprise
Minnesota
$12.5M 193,071 -39,486 -17%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$10.3M 158,997 -48 -0%
WCM Investment Management
24
WCM Investment Management
California
$8.27M 127,860 +94,885 +288%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.23M 127,251 -2,354 -2%
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