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Helios Technologies
HLIO

Overview Fund Activity

180 hedge funds and large institutions have $3.1B invested in Helios Technologies in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
59
Reduced
55
Closed
10
Calls
$947K
Puts
$2.46M
Net Calls
-$1.51M
Net Calls Change
-$1.95M

Top Buyers

1
SBF
1
Sara-Bay Financial
Florida
$122M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$171M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$61.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.11M

Top Sellers

1
RA
1
Royce & Associates
New York
$32.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.4M
3
WA
3
Wasatch Advisors
Utah
$486M
4
GKIM
4
GW&K Investment Management
Massachusetts
$69.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$283M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$486M 4,621,559 -163,494 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$289M 2,749,161 -15,658 -0.6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$283M 2,695,268 -58,344 -2%
BCM
4
Brown Capital Management
Maryland
$282M 2,677,739 -6,141 -0.2%
BlackRock
5
BlackRock
New York
$217M 2,067,293 +26,859 +1%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$171M 1,623,676 +123,555 +8%
SBF
7
Sara-Bay Financial
Florida
$122M 1,159,455 +168,674 +17%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$111M 1,057,341 -6,803 -0.6%
Ameriprise
9
Ameriprise
Minnesota
$70.8M 673,477 -43,058 -6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$70.1M 667,014 +67,415 +11%
GKIM
11
GW&K Investment Management
Massachusetts
$69.3M 658,629 -84,199 -11%
State Street
12
State Street
Massachusetts
$66.7M 634,665 +10,571 +2%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$66.6M 633,612 -10,674 -2%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$61.5M 584,755 +109,853 +23%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$55.9M 531,679 -21,122 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$47.6M 452,985 +7,611 +2%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$43.5M 413,212 +62 +0%
Invesco
18
Invesco
Georgia
$41.4M 393,704 -12,213 -3%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$36.4M 345,813 -243,402 -41%
Northern Trust
20
Northern Trust
Illinois
$34.6M 329,432 -5,266 -2%
Norges Bank
21
Norges Bank
Norway
$33.9M 321,977 – –
RA
22
Royce & Associates
New York
$32.3M 307,226 -246,624 -45%
IR
23
IAT Reinsurance
New York
$31.6M 300,000 – –
Charles Schwab
24
Charles Schwab
California
$27.8M 264,602 +14,453 +6%
FAM
25
Fred Alger Management
New York
$23.5M 223,771 +46,577 +26%
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