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Helios Technologies
HLIO

Overview Fund Activity

163 hedge funds and large institutions have $1.99B invested in Helios Technologies in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 30 closing their positions.

Holders
163
Holders Change
-21
Holders Change %
-11.41%
% 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
0.03%
New
12
Increased
54
Reduced
56
Closed
30
Calls
$13K
Puts
$278K
Net Calls
-$265K
Net Calls Change
+$757K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$84.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M
3
Victory Capital Management
3
Victory Capital Management
Texas
$14M
4
BCM
4
Brown Capital Management
Maryland
$190M
5
CS
5
Credit Suisse
Switzerland
$7.59M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$34M
2
BAMCO Inc
2
BAMCO Inc
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
WA
4
Wasatch Advisors
Utah
$306M
5
GKIM
5
GW&K Investment Management
Massachusetts
$42.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$306M 4,615,619 -52,686 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M 3,018,666 +272,361 +10%
BCM
3
Brown Capital Management
Maryland
$190M 2,861,955 +121,839 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$179M 2,702,808 +15,004 +0.6%
BlackRock
5
BlackRock
New York
$132M 1,985,910 -43,495 -2%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$109M 1,650,540 +5,343 +0.3%
Ameriprise
7
Ameriprise
Minnesota
$84.5M 1,275,099 +537,321 +73%
SBF
8
Sara-Bay Financial
Florida
$75.8M 1,149,324 -6,851 -0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$69.2M 1,044,309 -4,606 -0.4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$49.5M 747,861 -13,791 -2%
State Street
11
State Street
Massachusetts
$43.1M 650,475 +2,541 +0.4%
GKIM
12
GW&K Investment Management
Massachusetts
$42.6M 643,201 -48,766 -7%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$39.9M 601,576 -3,077 -0.5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$36.3M 548,220 -3,831 -0.7%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$34M 519,164 -155,002 -23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$29.8M 449,074 -3,972 -0.9%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$27.4M 413,167 -67 -0%
Norges Bank
18
Norges Bank
Norway
$24.3M 367,178 +45,201 +14%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$23.3M 352,381 +6,568 +2%
Invesco
20
Invesco
Georgia
$20.5M 310,017 +9,986 +3%
Northern Trust
21
Northern Trust
Illinois
$20.5M 309,101 -7,879 -2%
IR
22
IAT Reinsurance
New York
$19.9M 300,000 – –
Charles Schwab
23
Charles Schwab
California
$16.5M 249,128 +13,988 +6%
RA
24
Royce & Associates
New York
$16.1M 242,633 – –
Victory Capital Management
25
Victory Capital Management
Texas
$14M 211,370 +203,964 +2,754%
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