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Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.52B invested in Helios Technologies in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 34 closing their positions.

Holders
171
Holders Change
-8
Holders Change %
-4.47%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
52
Reduced
56
Closed
34
Calls
$29K
Puts
–
Net Calls
+$29K
Net Calls Change
+$1.18M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$34.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$12.2M
5
FCM
5
Frontier Capital Management
Massachusetts
$10.1M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$22.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$138M
3
BCM
3
Brown Capital Management
Maryland
$94.7M
4
Millennium Management
4
Millennium Management
New York
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$2.34M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$200M 4,186,962 +17,227 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M 3,232,470 -11,344 -0.3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$138M 2,894,548 -383,990 -12%
BlackRock
4
BlackRock
New York
$113M 2,375,876 +56,383 +2%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$95.9M 2,008,286 -2,131 -0.1%
BCM
6
Brown Capital Management
Maryland
$94.7M 1,982,770 -267,518 -12%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$66.5M 1,392,030 -17,708 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$61.3M 1,284,429 +54,205 +4%
SBF
9
Sara-Bay Financial
Florida
$46.4M 971,448 -9,749 -1%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.9M 898,419 +898,419 New
State Street
11
State Street
Massachusetts
$36.7M 769,078 +24,582 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$35.6M 744,673 +30,008 +4%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$34.8M 727,961 +713,984 +5,108%
Bank of America
14
Bank of America
North Carolina
$29.9M 626,980 -31,539 -5%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$22.5M 471,805 -446,247 -49%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$22.1M 463,657 +90,806 +24%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$20.1M 421,078 +8 +0%
Charles Schwab
18
Charles Schwab
California
$15.6M 326,677 +31,112 +11%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$15.4M 323,346 +291,496 +915%
IR
20
IAT Reinsurance
New York
$14.3M 300,000 – –
Northern Trust
21
Northern Trust
Illinois
$14.1M 295,298 -12,088 -4%
RA
22
Royce & Associates
New York
$13.8M 289,759 -5,065 -2%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$12.2M 255,485 +255,485 New
FCM
24
Frontier Capital Management
Massachusetts
$10.1M 210,786 +210,786 New
VOYA Investment Management
25
VOYA Investment Management
Georgia
$9.87M 206,745 +195,663 +1,766%
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