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Helios Technologies
HLIO

Overview Fund Activity

168 hedge funds and large institutions have $1.51B invested in Helios Technologies in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
51
Closed
21
Calls
–
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$135K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$133M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$33.4M
3
AAM
3
ACK Asset Management
Connecticut
$8.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.49M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$5.11M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.27M
2
Invesco
2
Invesco
Georgia
$1.82M
3
Victory Capital Management
3
Victory Capital Management
Texas
$345K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27.8M
5
Ameriprise
5
Ameriprise
Minnesota
$55.4M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$233M 4,613,654 -1,965 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M 3,039,980 +21,314 +0.7%
BCM
3
Brown Capital Management
Maryland
$149M 2,935,784 +73,829 +3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$133M 2,638,271 +2,638,271 New
BlackRock
5
BlackRock
New York
$100M 1,979,265 -6,645 -0.3%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$78.9M 1,560,163 -90,377 -5%
Ameriprise
7
Ameriprise
Minnesota
$55.4M 1,094,398 -180,701 -14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$53.4M 1,055,475 +11,166 +1%
SBF
9
Sara-Bay Financial
Florida
$51.7M 1,022,001 -127,323 -11%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$33.4M 660,656 +308,275 +87%
State Street
11
State Street
Massachusetts
$33M 652,657 +2,182 +0.3%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$30.1M 594,386 -7,190 -1%
GKIM
13
GW&K Investment Management
Massachusetts
$30M 593,845 -49,356 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.3M 559,319 +11,099 +2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$27.8M 550,216 -197,645 -26%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$26.8M 529,960 +10,796 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$22.4M 442,705 -6,369 -1%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$20.9M 413,236 +69 +0%
Norges Bank
19
Norges Bank
Norway
$18.9M 374,436 +7,258 +2%
Northern Trust
20
Northern Trust
Illinois
$15.6M 307,572 -1,529 -0.5%
IR
21
IAT Reinsurance
New York
$15.2M 300,000 – –
Charles Schwab
22
Charles Schwab
California
$12.9M 255,132 +6,004 +2%
RA
23
Royce & Associates
New York
$12.3M 242,633 – –
AAM
24
ACK Asset Management
Connecticut
$8.6M 170,000 +170,000 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.87M 155,646 +10,103 +7%
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