HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

128 hedge funds and large institutions have $1.55B invested in Helios Technologies in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
40
Reduced
41
Closed
15
Calls
$219K
Puts
$1.05M
Net Calls
-$832K
Net Calls Change
-$273K

Top Buyers

1
WA
Wasatch Advisors
Utah
$146M
2
BAMCO Inc
BAMCO Inc
New York
$33.7M
3
CCA
Conestoga Capital Advisors
Pennsylvania
$77.8M
4
FAM
Fred Alger Management
New York
$47.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$137M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$24.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$115M
3
RCMC
RK Capital Management (Colorado)
Colorado
$0
4
LCM
Laurion Capital Management
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brown Capital Management
Maryland
$315M +$1.33M +24,264 +0.4%
WA
2
Wasatch Advisors
Utah
$146M +$19.3M +353,218 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$137M +$3.44M +62,761 +3%
RA
4
Royce & Associates
New York
$126M -$2.02M -36,949 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$115M -$4.63M -84,465 -4%
BlackRock
6
BlackRock
New York
$104M +$1.28M +23,355 +1%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$77.8M +$9.4M +171,570 +14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$55M +$3.1M +56,563 +6%
FAM
9
Fred Alger Management
New York
$47.3M +$6.68M +121,958 +16%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$43.7M – – –
GKIM
11
GW&K Investment Management
Massachusetts
$38.2M -$63K -1,150 -0.2%
BAMCO Inc
12
BAMCO Inc
New York
$33.7M +$13.4M +245,000 +66%
State Street
13
State Street
Massachusetts
$29.8M +$837K +15,280 +3%
Norges Bank
14
Norges Bank
Norway
$25.4M +$1.28M +23,407 +5%
Renaissance Technologies
15
Renaissance Technologies
New York
$24.9M -$5.04M -92,000 -17%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24.2M -$2.52M -46,091 -9%
Northern Trust
17
Northern Trust
Illinois
$20.6M +$418K +7,631 +2%
CVA
18
Ceredex Value Advisors
Florida
$18.8M -$993K -18,121 -5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$16.5M +$618K +11,279 +4%
IR
20
IAT Reinsurance
New York
$16.4M – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$12.6M +$135K +2,462 +1%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$9.7M +$124K +2,262 +1%
Bank of America
23
Bank of America
North Carolina
$8.68M +$2.9M +52,967 +50%
Charles Schwab
24
Charles Schwab
California
$8.58M +$343K +6,265 +4%
Ameriprise
25
Ameriprise
Minnesota
$7.6M +$1.28M +23,423 +20%
1
2 3 4 5