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Helios Technologies
HLIO

Overview Fund Activity

155 hedge funds and large institutions have $1.73B invested in Helios Technologies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
63
Reduced
51
Closed
24
Calls
$427K
Puts
$150K
Net Calls
+$277K
Net Calls Change
-$152K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.4M
3
CVA
3
Ceredex Value Advisors
Florida
$12.4M
4
FAM
4
Fred Alger Management
New York
$6.82M
5
Bank of America
5
Bank of America
North Carolina
$22.5M

Top Sellers

1
GKIM
1
GW&K Investment Management
Massachusetts
$4K
2
WA
2
Wasatch Advisors
Utah
$214M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
RCMC
4
RK Capital Management (Colorado)
Colorado
$0
5
AAM
5
ACK Asset Management
Connecticut
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$214M 3,849,849 -214,368 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M 3,130,183 +21,983 +0.7%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$170M 3,066,109 -6,467 -0.2%
BCM
4
Brown Capital Management
Maryland
$161M 2,909,531 -8,646 -0.3%
BlackRock
5
BlackRock
New York
$121M 2,186,187 +18,270 +0.8%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$108M 1,943,046 -99,933 -5%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$74M 1,333,038 -76,519 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$63.3M 1,140,805 +16,562 +1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$62.1M 1,118,943 +605,077 +118%
SBF
10
Sara-Bay Financial
Florida
$54.7M 985,809 -9,332 -0.9%
State Street
11
State Street
Massachusetts
$38.8M 699,770 +6,611 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$36.4M 656,901 +26,780 +4%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$31.2M 562,433 -17,560 -3%
AAM
14
ACK Asset Management
Connecticut
$29.7M 535,000 -100,000 -16%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$23.3M 420,790 -66 -0%
Bank of America
16
Bank of America
North Carolina
$22.5M 404,869 +108,921 +37%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$22M 395,802 +10,691 +3%
Northern Trust
18
Northern Trust
Illinois
$18M 323,945 +4,007 +1%
IR
19
IAT Reinsurance
New York
$16.6M 300,000 – –
Charles Schwab
20
Charles Schwab
California
$15M 270,198 +6,148 +2%
Norges Bank
21
Norges Bank
Norway
$14.6M 262,992 -28,700 -10%
Ameriprise
22
Ameriprise
Minnesota
$14.6M 262,501 +397 +0.2%
RA
23
Royce & Associates
New York
$14.4M 260,048 +49,129 +23%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$14.4M 259,277 +245,279 +1,752%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$13.6M 244,475 +52,968 +28%
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