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Helios Technologies
HLIO

Overview Fund Activity

171 hedge funds and large institutions have $1.46B invested in Helios Technologies in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 23 closing their positions.

Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
72
Reduced
48
Closed
23
Calls
$308K
Puts
$27K
Net Calls
+$281K
Net Calls Change
+$305K

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$32.2M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$88.7M
3
SBF
3
Sara-Bay Financial
Florida
$54.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$11.1M
5
Raymond James Financial
5
Raymond James Financial
Florida
$7.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$65.3M
2
BCM
2
Brown Capital Management
Maryland
$68.3M
3
FCM
3
Frontier Capital Management
Massachusetts
$8.07M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$11M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$158M 3,545,604 +2,476 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M 3,328,127 +13,059 +0.4%
BlackRock
3
BlackRock
New York
$109M 2,443,507 +1,061 +0%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$88.7M 1,986,528 +266,127 +15%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$82.2M 1,841,823 +21,683 +1%
BCM
6
Brown Capital Management
Maryland
$68.3M 1,530,748 -282,656 -16%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$65.3M 1,463,265 -559,459 -28%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$64.2M 1,438,786 +79,178 +6%
SBF
9
Sara-Bay Financial
Florida
$54.1M 1,217,467 +247,088 +25%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.8M 957,983 -41,132 -4%
State Street
11
State Street
Massachusetts
$35.3M 790,351 +16,574 +2%
Bank of America
12
Bank of America
North Carolina
$35M 784,509 -6,813 -0.9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.5M 750,472 -2,072 -0.3%
VNIM
14
Vaughan Nelson Investment Management
Texas
$32.2M 720,925 +708,715 +5,804%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$28.5M 637,703 +5,684 +0.9%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$25.4M 569,169 +2,255 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$23.2M 519,531 +81,100 +18%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$21.8M 488,900 +9,766 +2%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$20.1M 450,429 +90,362 +25%
RA
20
Royce & Associates
New York
$19.4M 434,799 +46,140 +12%
Charles Schwab
21
Charles Schwab
California
$17.8M 398,899 +33,915 +9%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$17.6M 393,323 – –
MIIM
23
Mesirow Institutional Investment Management
Illinois
$14.9M 332,729 +66,500 +25%
Northern Trust
24
Northern Trust
Illinois
$14.4M 322,472 +27,718 +9%
IR
25
IAT Reinsurance
New York
$13.4M 300,000 – –
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