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Helios Technologies
HLIO

Overview Fund Activity

144 hedge funds and large institutions have $2.11B invested in Helios Technologies in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
48
Reduced
50
Closed
13
Calls
–
Puts
$219K
Net Calls
-$219K
Net Calls Change
-$1.91M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$42.1M
2
Ameriprise
2
Ameriprise
Minnesota
$18.5M
3
SI
3
Sapience Investments
California
$8.44M
4
FAM
4
Fred Alger Management
New York
$19.6M
5
AI
5
Axiom Investors
Connecticut
$5.62M

Top Sellers

1
RA
1
Royce & Associates
New York
$60M
2
Norges Bank
2
Norges Bank
Norway
$18.3M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$5.53M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.32M
5
BAMCO Inc
5
BAMCO Inc
New York
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$348M 4,771,857 -39,544 -0.8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$225M 3,081,660 -43,338 -1%
BCM
3
Brown Capital Management
Maryland
$203M 2,781,744 +1,288 +0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$197M 2,704,957 +66,870 +3%
BlackRock
5
BlackRock
New York
$161M 2,215,754 +59,596 +3%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$102M 1,399,309 +16,422 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$81.2M 1,114,075 -39,920 -3%
SBF
8
Sara-Bay Financial
Florida
$72.7M 997,598 -31,898 -3%
RA
9
Royce & Associates
New York
$60M 823,096 -196,999 -19%
GKIM
10
GW&K Investment Management
Massachusetts
$54.1M 742,128 +2,221 +0.3%
State Street
11
State Street
Massachusetts
$43.2M 593,233 -17,805 -3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$42.1M 577,231 +573,062 +13,746%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$41.9M 575,456 -25,526 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$38.9M 534,193 +50,865 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$36.9M 506,688 -19,258 -4%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$30.4M 417,440 -1,500 -0.4%
Invesco
17
Invesco
Georgia
$28.3M 388,401 -3,081 -0.8%
Northern Trust
18
Northern Trust
Illinois
$24.6M 337,279 -22,180 -6%
BAMCO Inc
19
BAMCO Inc
New York
$21.9M 300,000 -50,000 -14%
IR
20
IAT Reinsurance
New York
$21.9M 300,000 – –
FAM
21
Fred Alger Management
New York
$19.6M 269,028 +77,509 +40%
Ameriprise
22
Ameriprise
Minnesota
$18.5M 253,890 +175,766 +225%
Norges Bank
23
Norges Bank
Norway
$18.3M 251,260 -152,821 -38%
Charles Schwab
24
Charles Schwab
California
$15.8M 216,975 +14,312 +7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.6M 158,545 +1,432 +0.9%
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