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Helios Technologies
HLIO

Overview Fund Activity

107 hedge funds and large institutions have $1.07B invested in Helios Technologies in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
34
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$10.8M
2
WA
2
Wasatch Advisors
Utah
$135M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.4M
4
EAM
4
Eagle Asset Management
Florida
$7.11M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$16.7M

Top Sellers

1
RA
1
Royce & Associates
New York
$50.4M
2
BAMCO Inc
2
BAMCO Inc
New York
$31.9M
3
BCM
3
Brown Capital Management
Maryland
$215M
4
BlackRock
4
BlackRock
New York
$74.9M
5
Norges Bank
5
Norges Bank
Norway
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brown Capital Management
Maryland
$215M 5,675,260 -67,572 -1%
WA
2
Wasatch Advisors
Utah
$135M 3,563,000 +177,587 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$102M 2,689,280 +24,340 +0.9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$96.4M 2,541,656 +113,623 +5%
BlackRock
5
BlackRock
New York
$74.9M 1,976,226 -43,594 -2%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$56.3M 1,484,014 -10,893 -0.7%
RA
7
Royce & Associates
New York
$50.4M 1,330,346 -125,100 -9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$43.2M 1,140,190 +8,181 +0.7%
BAMCO Inc
9
BAMCO Inc
New York
$31.9M 841,612 -73,888 -8%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$30M 791,510 – –
State Street
11
State Street
Massachusetts
$22.6M 596,702 -8,643 -1%
Norges Bank
12
Norges Bank
Norway
$21.5M 566,086 -39,560 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20.2M 532,409 +4,687 +0.9%
GKIM
14
GW&K Investment Management
Massachusetts
$18.9M 498,753 -23,035 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$16.7M 441,515 +26,697 +6%
Northern Trust
16
Northern Trust
Illinois
$14.5M 383,311 +3,805 +1%
IR
17
IAT Reinsurance
New York
$11.4M 300,000 – –
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$10.9M 288,111 -3,177 -1%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$10.8M 283,613 +283,613 New
EAM
20
Eagle Asset Management
Florida
$7.11M 187,407 +72,203 +63%
Charles Schwab
21
Charles Schwab
California
$6.97M 183,782 +2,805 +2%
Ameriprise
22
Ameriprise
Minnesota
$6.31M 166,334 +17,675 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.8M 152,967 -6,725 -4%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$4.65M 122,667 +13,727 +13%
DDC
25
DF Dent & Co
Maryland
$3.77M 99,281 +4,151 +4%
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