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Helios Technologies
HLIO
HLIO
215 hedge funds and large institutions have $1.75B invested in Helios Technologies in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
207% more call options, than puts
Call options by funds: $3.15M | Put options by funds: $1.03M
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
7% more funds holding
Funds holding: 201 → 215 (+14)
2% more capital invested
Capital invested by funds: $1.71B → $1.75B (+$39.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.25% less ownership
Funds ownership: 99.08% → 98.83% (-0.25%)
24% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 85
Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
65
Reduced
85
Closed
18
Calls
$3.15M
Puts
$1.03M
Net Calls
+$2.12M
Net Calls Change
+$779K
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.6M |
| 2 |
Jennison Associates
New York
|
+$42.9M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$25.9M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$15.4M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$13.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
D.E. Shaw & Co
New York
| – | -$241K | -4,631 | Closed |
|
|
I
227
InceptionR
Lafayette,
California
| – | -$217K | -4,172 | Closed |
|
|
QT
228
Quantbot Technologies
New York
| – | -$93.2K | -1,788 | Closed |
|
|
ASN
229
Advisory Services Network
Atlanta,
Georgia
| – | -$14.3K | -275 | Closed |
|
|
ACM
230
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$4.22K | -81 | Closed |
|
|
MG
231
Mather Group
Chicago,
Illinois
| – | -$1.3K | -25 | Closed |
|
|
C
232
Covestor
London,
United Kingdom
| – | -$270 | -5 | -71% |
|
|
CIAM
233
Caitong International Asset Management
Hong Kong
| – | -$52 | -1 | Closed |
|