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Helios Technologies
HLIO

Overview Fund Activity

174 hedge funds and large institutions have $1.5B invested in Helios Technologies in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 23 closing their positions.

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
67
Reduced
46
Closed
23
Calls
$62K
Puts
$86K
Net Calls
-$24K
Net Calls Change
-$53K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$86.8M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$13.6M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$22.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$17.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$96.5M
2
WA
2
Wasatch Advisors
Utah
$169M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$82.1M
4
BCM
4
Brown Capital Management
Maryland
$86.5M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$169M 3,543,128 -643,834 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$158M 3,315,068 +82,598 +3%
BlackRock
3
BlackRock
New York
$117M 2,442,446 +66,570 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$96.5M 2,022,724 -871,824 -30%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$86.8M 1,820,140 +428,110 +31%
BCM
6
Brown Capital Management
Maryland
$86.5M 1,813,404 -169,366 -9%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$82.1M 1,720,401 -287,885 -14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$64.9M 1,359,608 +75,179 +6%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$47.7M 999,115 +100,696 +11%
SBF
10
Sara-Bay Financial
Florida
$46.3M 970,379 -1,069 -0.1%
Bank of America
11
Bank of America
North Carolina
$37.7M 791,322 +164,342 +26%
State Street
12
State Street
Massachusetts
$36.9M 773,777 +4,699 +0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$35.9M 752,544 +7,871 +1%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$30.1M 632,019 -95,942 -13%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$27M 566,914 +95,109 +20%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$22.8M 479,134 +155,788 +48%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.9M 438,431 -25,226 -5%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$18.8M 393,323 -27,755 -7%
RA
19
Royce & Associates
New York
$18.5M 388,659 +98,900 +34%
Charles Schwab
20
Charles Schwab
California
$17.4M 364,984 +38,307 +12%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$17.2M 360,067 +153,322 +74%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$15.3M 324,305 +68,820 +27%
IR
23
IAT Reinsurance
New York
$14.3M 300,000 – –
FCM
24
Frontier Capital Management
Massachusetts
$14.1M 296,291 +85,505 +41%
Northern Trust
25
Northern Trust
Illinois
$14.1M 294,754 -544 -0.2%
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