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Helios Technologies
HLIO

Overview Fund Activity

139 hedge funds and large institutions have $1.42B invested in Helios Technologies in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 19 closing their positions.

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
32
Increased
60
Reduced
27
Closed
19
Calls
$3.42M
Puts
$2.42M
Net Calls
+$999K
Net Calls Change
+$533K

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$266M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$115M
3
WA
3
Wasatch Advisors
Utah
$111M
4
CVA
4
Ceredex Value Advisors
Florida
$20.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$127M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
EI
2
EAM Investors
California
$0
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$63M
4
ZIM
4
Zacks Investment Management
Illinois
$0
5
WCM Investment Management
5
WCM Investment Management
California
$5.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brown Capital Management
Maryland
$266M 4,958,389 +980,821 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M 2,368,628 +359,088 +18%
RA
3
Royce & Associates
New York
$124M 2,316,724 +174,876 +8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$115M 2,145,876 +704,296 +49%
WA
5
Wasatch Advisors
Utah
$111M 2,065,693 +595,852 +41%
BlackRock
6
BlackRock
New York
$90.5M 1,690,516 +162,131 +11%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$63M 1,175,977 -46,915 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$47.9M 893,905 +4,412 +0.5%
GKIM
9
GW&K Investment Management
Massachusetts
$37.4M 698,513 +97,754 +16%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$37.1M 692,890 +23,473 +4%
FAM
11
Fred Alger Management
New York
$32.4M 605,220 +90,699 +18%
Renaissance Technologies
12
Renaissance Technologies
New York
$31.8M 594,000 -11,400 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$30.1M 562,455 +297,681 +112%
State Street
14
State Street
Massachusetts
$27.2M 507,002 +39,063 +8%
CVA
15
Ceredex Value Advisors
Florida
$20.4M 381,775 +381,775 New
Norges Bank
16
Norges Bank
Norway
$20M 373,057 +125,452 +51%
Northern Trust
17
Northern Trust
Illinois
$18.6M 347,661 +46,351 +15%
IR
18
IAT Reinsurance
New York
$16.1M 300,000 – –
Geode Capital Management
19
Geode Capital Management
Massachusetts
$13.6M 253,387 +18,433 +8%
LCM
20
Laurion Capital Management
New York
$13.4M 250,576 +250,576 New
BAMCO Inc
21
BAMCO Inc
New York
$13.4M 250,000 +225,000 +900%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$12.3M 229,698 -27,075 -11%
RCMC
23
RK Capital Management (Colorado)
Colorado
$10.3M 191,500 -30,300 -14%
Ameriprise
24
Ameriprise
Minnesota
$9.83M 183,530 -9,541 -5%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$9.7M 181,046 +22,049 +14%
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