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Helios Technologies
HLIO

Overview Fund Activity

112 hedge funds and large institutions have $1.29B invested in Helios Technologies in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
45
Reduced
37
Closed
8
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$55K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$157M
2
EAM
2
Eagle Asset Management
Florida
$5.33M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$112M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.42M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.08M

Top Sellers

1
RA
1
Royce & Associates
New York
$67.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$1.15M
3
BCM
3
Brown Capital Management
Maryland
$265M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.02M
5
Wells Fargo
5
Wells Fargo
California
$910K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brown Capital Management
Maryland
$265M 5,742,832 -32,450 -0.6%
WA
2
Wasatch Advisors
Utah
$157M 3,385,413 +215,463 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$123M 2,664,940 +6,314 +0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$112M 2,428,033 +104,101 +4%
BlackRock
5
BlackRock
New York
$93.4M 2,019,820 +3,012 +0.1%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$69.1M 1,494,907 -27,920 -2%
RA
7
Royce & Associates
New York
$67.3M 1,455,446 -287,332 -16%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$52.3M 1,132,009 +23,391 +2%
BAMCO Inc
9
BAMCO Inc
New York
$42.3M 915,500 +20,500 +2%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$36.6M 791,510 -6,200 -0.8%
Norges Bank
11
Norges Bank
Norway
$28M 605,646 – –
State Street
12
State Street
Massachusetts
$28M 605,345 +19,787 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.4M 527,722 +11,649 +2%
GKIM
14
GW&K Investment Management
Massachusetts
$24.1M 521,788 -18,425 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$19.2M 414,818 +9,304 +2%
Northern Trust
16
Northern Trust
Illinois
$17.5M 379,506 -12,672 -3%
IR
17
IAT Reinsurance
New York
$13.9M 300,000 – –
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$13.5M 291,288 -22,006 -7%
Charles Schwab
19
Charles Schwab
California
$8.37M 180,977 +5,069 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.38M 159,692 -6,301 -4%
Ameriprise
21
Ameriprise
Minnesota
$6.87M 148,659 +407 +0.3%
EAM
22
Eagle Asset Management
Florida
$5.33M 115,204 +115,204 New
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$5.04M 108,940 -1,856 -2%
DDC
24
DF Dent & Co
Maryland
$4.4M 95,130 +1,370 +1%
Bank of America
25
Bank of America
North Carolina
$3.83M 82,904 -6,392 -7%
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