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Helios Technologies
HLIO

Overview Fund Activity

165 hedge funds and large institutions have $1.58B invested in Helios Technologies in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
61
Reduced
51
Closed
22
Calls
$402K
Puts
$32K
Net Calls
+$370K
Net Calls Change
+$770K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$162M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$54.1M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$13.4M
5
TAM
5
Thematics Asset Management
France
$6.59M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.6M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
CVA
3
Ceredex Value Advisors
Florida
$34K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.56M
5
SI
5
Sapience Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$252M 4,620,219 +6,565 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M 3,071,547 +31,567 +1%
BCM
3
Brown Capital Management
Maryland
$163M 2,993,955 +58,171 +2%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$162M 2,972,489 +334,218 +13%
BlackRock
5
BlackRock
New York
$113M 2,075,391 +96,126 +5%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$84.7M 1,555,551 -4,612 -0.3%
SBF
7
Sara-Bay Financial
Florida
$55.3M 1,015,422 -6,579 -0.6%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$54.1M 993,705 +333,049 +50%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$36.5M 670,501 +120,285 +22%
State Street
10
State Street
Massachusetts
$35.9M 658,812 +6,155 +0.9%
GKIM
11
GW&K Investment Management
Massachusetts
$31.9M 585,482 -8,363 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$31.7M 581,907 +22,588 +4%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$31.6M 580,499 -13,887 -2%
Ameriprise
14
Ameriprise
Minnesota
$27.6M 507,200 -587,198 -54%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.2M 444,748 +2,043 +0.5%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$23.5M 431,779 +18,543 +4%
Norges Bank
17
Norges Bank
Norway
$18.4M 337,236 -37,200 -10%
Northern Trust
18
Northern Trust
Illinois
$17M 311,961 +4,389 +1%
IR
19
IAT Reinsurance
New York
$16.3M 300,000 – –
Charles Schwab
20
Charles Schwab
California
$14.3M 263,014 +7,882 +3%
Bank of America
21
Bank of America
North Carolina
$14.3M 262,115 +220,852 +535%
AAM
22
ACK Asset Management
Connecticut
$13.9M 255,000 +85,000 +50%
PAMP
23
Polar Asset Management Partners
Ontario, Canada
$13.4M 247,000 +146,000 +145%
RA
24
Royce & Associates
New York
$10.9M 199,319 -43,314 -18%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$10.2M 188,021 +32,375 +21%
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