SSA
HLIO icon

Schonfeld Strategic Advisors’s Helios Technologies HLIO Stock Holding History

Schonfeld Strategic Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$604K Buy
9,332
+4,260
+84% +$285K ﹤0.01% 1300
2025
Q4 		$271K Buy
+5,072
New +$273K ﹤0.01% 1609
2022
Q1 		– Sell
-2,100
Closed -$221K – 2720
2021
Q4 		$221K Sell
2,100
-400
-16% -$38.9K ﹤0.01% 1678
2021
Q3 		$205K Sell
2,500
-100
-4% -$8.16K ﹤0.01% 1750
2021
Q2 		$202K Buy
+2,600
New +$190K ﹤0.01% 1665
2018
Q2 		– Sell
-39,691
Closed -$2.13M – 837
2018
Q1 		$2.13M Buy
+39,691
New +$2.34M 0.16% 189

Other funds holding HLIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return