HLIO icon

Helios Technologies
HLIO

Overview Fund Activity

150 hedge funds and large institutions have $2.27B invested in Helios Technologies in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
54
Reduced
51
Closed
14
Calls
$647K
Puts
$242K
Net Calls
+$405K
Net Calls Change
+$624K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$55.3M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$11M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$55.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.27M
5
Norges Bank
5
Norges Bank
Norway
$25M

Top Sellers

1
RA
1
Royce & Associates
New York
$47.9M
2
BlackRock
2
BlackRock
New York
$161M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$232M
4
BCM
4
Brown Capital Management
Maryland
$209M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$2K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$376M 4,822,101 +50,244 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$232M 2,967,322 -114,338 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$213M 2,724,877 +19,920 +0.7%
BCM
4
Brown Capital Management
Maryland
$209M 2,680,144 -101,600 -4%
BlackRock
5
BlackRock
New York
$161M 2,064,088 -151,666 -7%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$107M 1,375,815 -23,494 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$83.6M 1,071,332 -42,743 -4%
SBF
8
Sara-Bay Financial
Florida
$77.7M 993,631 -3,967 -0.4%
GKIM
9
GW&K Investment Management
Massachusetts
$58.2M 746,110 +3,982 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$55.3M 709,142 +455,252 +179%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$55.3M 708,008 +130,777 +23%
State Street
12
State Street
Massachusetts
$48.7M 624,307 +31,074 +5%
RA
13
Royce & Associates
New York
$47.9M 613,727 -209,369 -25%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$47M 602,007 +26,551 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$43.6M 558,618 +24,425 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$36.6M 469,040 -37,648 -7%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$32.6M 417,697 +257 +0.1%
Invesco
18
Invesco
Georgia
$30.8M 394,698 +6,297 +2%
Northern Trust
19
Northern Trust
Illinois
$27M 345,756 +8,477 +3%
Norges Bank
20
Norges Bank
Norway
$25M 319,677 +68,417 +27%
IR
21
IAT Reinsurance
New York
$23.4M 300,000 – –
BAMCO Inc
22
BAMCO Inc
New York
$23.4M 300,000 – –
Charles Schwab
23
Charles Schwab
California
$18M 230,733 +13,758 +6%
FAM
24
Fred Alger Management
New York
$16.8M 214,855 -54,173 -20%
RCMC
25
RK Capital Management (Colorado)
Colorado
$12.7M 162,300 +15,500 +11%
1
2 3 4 5