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Helios Technologies

251 hedge funds and large institutions have $2.09B invested in Helios Technologies in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $1.75B → $2.09B (+$338M)

17% more funds holding

Funds holding: 215251 (+36)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

1.21% less ownership

Funds ownership: 98.83%97.62% (-1.2%)

Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
60
Increased
79
Reduced
74
Closed
19
Calls
$3.58M
Puts
Net Calls
+$3.58M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
DRZID
251
DePrince Race & Zollo Inc (DRZ)
Florida
-$12.5M -233,025 Closed
ZIM
252
Zacks Investment Management
Illinois
-$1.78M -33,267 Closed
Voloridge Investment Management
253
Voloridge Investment Management
Florida
-$1.35M -25,257 Closed
ECM
254
ExodusPoint Capital Management
New York
-$1.31M -24,584 Closed
Balyasny Asset Management
255
Balyasny Asset Management
Illinois
-$1.22M -22,787 Closed
FG
256
Formula Growth
Quebec, Canada
-$535K -10,010 Closed
VC
257
VarCov Co
Connecticut
-$366K -6,840 Closed
MFS
258
Mirabella Financial Services
United Kingdom
-$333K -6,232 Closed
Two Sigma Advisers
259
Two Sigma Advisers
New York
-$321K -6,000 Closed
TVPW
260
Third View Private Wealth
Connecticut
-$269K -5,030 Closed
Canada Pension Plan Investment Board
261
Canada Pension Plan Investment Board
Ontario, Canada
-$257K -4,800 Closed
GCM
262
Graham Capital Management
Connecticut
-$234K -4,366 Closed
PEAK6
263
PEAK6
Illinois
-$214K -3,993 Closed
Group One Trading
264
Group One Trading
Illinois
-$179K -3,344 Closed
A
265
AlphaQuest
New York
-$153K -2,857 Closed
Simplex Trading
266
Simplex Trading
Illinois
-$94.1K -1,404 Closed
AB
267
Amalgamated Bank
New York
-$56K -1,043 Closed
Acadian Asset Management
268
Acadian Asset Management
Massachusetts
-$43K -813 Closed
DF
269
Dunhill Financial
United Kingdom
-$35 -1 Closed