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Balyasny Asset Management’s
Helios Technologies
HLIO
Stock Holding History
Balyasny Asset Management’s Portfolio
HLIO Stock Details
HLIO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-22,787
Closed
-$1.22M
–
3177
2025
Q4
$1.22M
Buy
22,787
+18,509
+433%
+$998K
﹤0.01%
2097
2025
Q3
$223K
Sell
4,278
-39,998
-90%
-$1.87M
﹤0.01%
2695
2025
Q2
$1.48M
Sell
44,276
-6,607
-13%
-$199K
﹤0.01%
1886
2025
Q1
$1.63M
Buy
+50,883
New
+$2.05M
﹤0.01%
1796
2024
Q2
–
Sell
-37,536
Closed
-$1.68M
–
2813
2024
Q1
$1.68M
Buy
+37,536
New
+$1.61M
﹤0.01%
1596
2023
Q3
–
Sell
-4,255
Closed
-$281K
–
2471
2023
Q2
$281K
Buy
+4,255
New
+$252K
﹤0.01%
2005
2020
Q3
–
Sell
-19,391
Closed
-$722K
–
1453
2020
Q2
$722K
Buy
+19,391
New
+$661K
0.01%
877
2018
Q2
–
Sell
-78,379
Closed
-$4.2M
–
1934
2018
Q1
$4.2M
Buy
+78,379
New
+$4.62M
0.02%
763
Other funds holding HLIO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
SBF
Sara-Bay Financial
Sarasota, Florida
$333M AUM
91.79%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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