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Helios Technologies
HLIO

Overview Fund Activity

175 hedge funds and large institutions have $1.98B invested in Helios Technologies in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 48 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
69
Reduced
48
Closed
13
Calls
$739K
Puts
$39K
Net Calls
+$700K
Net Calls Change
+$330K

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$14.1M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.2M
3
Jennison Associates
3
Jennison Associates
New York
$10.1M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$203M
5
GIP
5
Granite Investment Partners
California
$11.9M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$281M
2
Ameriprise
2
Ameriprise
Minnesota
$17.3M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$1.5M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$12.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$281M 4,304,199 -316,020 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M 3,109,011 +37,464 +1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$203M 3,103,334 +130,845 +4%
BCM
4
Brown Capital Management
Maryland
$195M 2,976,561 -17,394 -0.6%
BlackRock
5
BlackRock
New York
$135M 2,062,222 -13,169 -0.6%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$102M 1,567,230 +11,679 +0.8%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$72.3M 1,105,289 +111,584 +11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$71.6M 1,094,878 +17,318 +2%
SBF
9
Sara-Bay Financial
Florida
$65.9M 1,007,692 -7,730 -0.8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$46.5M 710,556 +40,055 +6%
State Street
11
State Street
Massachusetts
$44.6M 681,450 +22,638 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$39.7M 606,284 +24,377 +4%
GKIM
13
GW&K Investment Management
Massachusetts
$38.4M 586,677 +1,195 +0.2%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$38.3M 585,357 +4,858 +0.8%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$27.8M 424,579 -7,200 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$27.2M 416,041 -28,707 -6%
Norges Bank
17
Norges Bank
Norway
$21.6M 330,841 -6,395 -2%
Northern Trust
18
Northern Trust
Illinois
$20.6M 314,965 +3,004 +1%
Bank of America
19
Bank of America
North Carolina
$20.6M 314,724 +52,609 +20%
IR
20
IAT Reinsurance
New York
$19.6M 300,000 – –
Ameriprise
21
Ameriprise
Minnesota
$17.3M 264,411 -242,789 -48%
Charles Schwab
22
Charles Schwab
California
$17.1M 261,345 -1,669 -0.6%
AAM
23
ACK Asset Management
Connecticut
$16.7M 255,000 – –
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$14.1M 215,800 +215,800 New
RA
25
Royce & Associates
New York
$13.1M 199,819 +500 +0.3%
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