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Helios Technologies
HLIO

Overview Fund Activity

113 hedge funds and large institutions have $1.28B invested in Helios Technologies in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
32
Reduced
37
Closed
12
Calls
$1.08M
Puts
$3.93M
Net Calls
-$2.85M
Net Calls Change
-$2.91M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$143M
2
BAMCO Inc
2
BAMCO Inc
New York
$40.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$113M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$122M
5
DDC
5
DF Dent & Co
Maryland
$4.28M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$16K
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
GKIM
3
GW&K Investment Management
Massachusetts
$22.9M
4
RA
4
Royce & Associates
New York
$92.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.19M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brown Capital Management
Maryland
$269M 5,774,274 +22,110 +0.4%
WA
2
Wasatch Advisors
Utah
$143M 3,066,038 +164,200 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$122M 2,619,708 +82,572 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$113M 2,433,867 +103,536 +4%
RA
5
Royce & Associates
New York
$92.8M 1,994,950 -130,645 -6%
BlackRock
6
BlackRock
New York
$89.5M 1,923,978 -63,656 -3%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$69.3M 1,489,937 +10,532 +0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$50.9M 1,093,803 +58,750 +6%
BAMCO Inc
9
BAMCO Inc
New York
$40.9M 880,000 +105,000 +14%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$36.9M 793,310 – –
State Street
11
State Street
Massachusetts
$25.7M 552,002 +10,255 +2%
Norges Bank
12
Norges Bank
Norway
$23.9M 514,915 +50,606 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$23.7M 510,358 -2,401 -0.5%
GKIM
14
GW&K Investment Management
Massachusetts
$22.9M 492,238 -151,364 -24%
Northern Trust
15
Northern Trust
Illinois
$17.5M 377,091 +2,807 +0.7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$17.4M 373,432 +36,928 +11%
IR
17
IAT Reinsurance
New York
$14M 300,000 – –
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$12.3M 265,089 +48,381 +22%
Renaissance Technologies
19
Renaissance Technologies
New York
$8.19M 176,050 -106,150 -38%
Ameriprise
20
Ameriprise
Minnesota
$8.18M 175,794 -156 -0.1%
Charles Schwab
21
Charles Schwab
California
$7.68M 165,057 +8,771 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.67M 164,837 -78,388 -32%
DDC
23
DF Dent & Co
Maryland
$4.28M 92,093 +69,449 +307%
Bank of America
24
Bank of America
North Carolina
$4.13M 88,855 -16,400 -16%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.01M 86,156 +2,112 +3%
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