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Helios Technologies
HLIO

Overview Fund Activity

157 hedge funds and large institutions have $2.43B invested in Helios Technologies in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
54
Reduced
54
Closed
11
Calls
$435K
Puts
–
Net Calls
+$435K
Net Calls Change
+$30K

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$52.9M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$39M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$123M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$227M
5
Charles Schwab
5
Charles Schwab
California
$20.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$226M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$49.2M
3
BAMCO Inc
3
BAMCO Inc
New York
$17.6M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
RA
5
Royce & Associates
New York
$45.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$393M 4,785,053 -37,048 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$227M 2,764,819 +39,942 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$226M 2,753,612 -213,710 -7%
BCM
4
Brown Capital Management
Maryland
$220M 2,683,880 +3,736 +0.1%
BlackRock
5
BlackRock
New York
$168M 2,040,434 -23,654 -1%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$123M 1,500,121 +124,306 +9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$87.4M 1,064,144 -7,188 -0.7%
SBF
8
Sara-Bay Financial
Florida
$81.4M 990,781 -2,850 -0.3%
GKIM
9
GW&K Investment Management
Massachusetts
$61M 742,828 -3,282 -0.4%
Ameriprise
10
Ameriprise
Minnesota
$58.8M 716,535 +7,393 +1%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$52.9M 644,286 +503,565 +358%
State Street
12
State Street
Massachusetts
$51.2M 624,094 -213 -0%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$49.2M 599,599 -108,409 -15%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$48.4M 589,215 -12,792 -2%
RA
15
Royce & Associates
New York
$45.5M 553,850 -59,877 -10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$45.4M 552,801 -5,817 -1%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$39M 474,902 +474,902 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$36.6M 445,374 -23,666 -5%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$33.9M 413,150 -4,547 -1%
Invesco
20
Invesco
Georgia
$33.3M 405,917 +11,219 +3%
Northern Trust
21
Northern Trust
Illinois
$27.5M 334,698 -11,058 -3%
Norges Bank
22
Norges Bank
Norway
$26.4M 321,977 +2,300 +0.7%
IR
23
IAT Reinsurance
New York
$24.6M 300,000 – –
Charles Schwab
24
Charles Schwab
California
$20.5M 250,149 +19,416 +8%
BAMCO Inc
25
BAMCO Inc
New York
$17.6M 214,705 -85,295 -28%
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