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Helios Technologies
HLIO

Overview Fund Activity

182 hedge funds and large institutions have $1.05B invested in Helios Technologies in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 33 closing their positions.

Holders
182
Holders Change
–
Holders Change %
0%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
76
Reduced
47
Closed
33
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$71K

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$33.7M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$21M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$9.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$9.21M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$27.1M
2
BCM
2
Brown Capital Management
Maryland
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$47.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$3.43M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$109M 3,271,027 -25,231 -0.8%
BlackRock
2
BlackRock
New York
$83M 2,488,084 +60,743 +3%
CCA
3
Conestoga Capital Advisors
Pennsylvania
$65.2M 1,954,386 -17,077 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.4M 1,571,590 +64,644 +4%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$47.3M 1,418,312 -340,323 -19%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.2M 1,263,213 +296,794 +31%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$40.6M 1,215,523 +108,602 +10%
SBF
8
Sara-Bay Financial
Florida
$40.5M 1,214,181 -1,000 -0.1%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$33.7M 1,010,442 +1,010,442 New
Bank of America
10
Bank of America
North Carolina
$31.1M 932,366 +68,182 +8%
WA
11
Wasatch Advisors
Utah
$27.1M 811,144 -2,596,224 -76%
State Street
12
State Street
Massachusetts
$26.8M 803,950 +21,830 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$26.4M 789,981 +26,098 +3%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$24.2M 724,184 +156,167 +27%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$21M 630,387 +630,387 New
VNIM
16
Vaughan Nelson Investment Management
Texas
$20.2M 605,367 -184,548 -23%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$18.8M 564,393 +140,354 +33%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$16.2M 486,386 +1,432 +0.3%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$15.1M 452,316 -231,005 -34%
Charles Schwab
20
Charles Schwab
California
$14.8M 442,184 +12,324 +3%
MIM
21
MetLife Investment Management
New Jersey
$14.2M 424,828 +80,323 +23%
CVA
22
Ceredex Value Advisors
Florida
$13.9M 417,950 +67,450 +19%
RA
23
Royce & Associates
New York
$12.9M 385,679 -51,950 -12%
Ameriprise
24
Ameriprise
Minnesota
$12.3M 367,141 +25,076 +7%
Northern Trust
25
Northern Trust
Illinois
$10.8M 324,197 +11,914 +4%
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