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Helios Technologies
HLIO

Overview Fund Activity

179 hedge funds and large institutions have $1.38B invested in Helios Technologies in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
54
Reduced
62
Closed
21
Calls
$40K
Puts
$1.19M
Net Calls
-$1.15M
Net Calls Change
-$414K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$147M
2
WA
2
Wasatch Advisors
Utah
$186M
3
Bank of America
3
Bank of America
North Carolina
$29.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$16.7M
5
KTA
5
Keeley-Teton Advisors
Illinois
$3.29M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41M
2
BCM
2
Brown Capital Management
Maryland
$101M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.1M
4
TCM
4
Tributary Capital Management
Nebraska
$0
5
BlackRock
5
BlackRock
New York
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$186M 4,169,735 +334,606 +9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$147M 3,278,538 +754,497 +30%
Vanguard Group
3
Vanguard Group
Pennsylvania
$145M 3,243,814 +24,975 +0.8%
BlackRock
4
BlackRock
New York
$104M 2,319,493 -78,567 -3%
BCM
5
Brown Capital Management
Maryland
$101M 2,250,288 -863,856 -28%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$89.8M 2,010,417 +2,659 +0.1%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$63M 1,409,738 +56,357 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$55M 1,230,224 +31,409 +3%
SBF
9
Sara-Bay Financial
Florida
$43.2M 981,197 -2,810 -0.3%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$41M 918,052 -1,188,488 -56%
State Street
11
State Street
Massachusetts
$33.3M 744,496 +7,822 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$31.9M 714,665 +20,567 +3%
Bank of America
13
Bank of America
North Carolina
$29.4M 658,519 +208,709 +46%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$18.8M 421,070 -14 -0%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.7M 372,851 +101,071 +37%
Northern Trust
16
Northern Trust
Illinois
$13.7M 307,386 -9,087 -3%
Charles Schwab
17
Charles Schwab
California
$13.2M 295,565 +36,583 +14%
RA
18
Royce & Associates
New York
$13.2M 294,824 +3,759 +1%
CVA
19
Ceredex Value Advisors
Florida
$13.1M 293,241 +5,122 +2%
Norges Bank
20
Norges Bank
Norway
$8.87M 198,462 -41,535 -17%
SAM
21
Silvercrest Asset Management
New York
$8.26M 184,915 +36,676 +25%
Millennium Management
22
Millennium Management
New York
$7.54M 168,752 -28,625 -15%
GIP
23
Granite Investment Partners
California
$7.45M 166,738 +27,694 +20%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$7.12M 159,419 +42,703 +37%
IR
25
IAT Reinsurance
New York
$6.7M 300,000 – –
1
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