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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 %
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$10.6M 316,449 +59,198 +23%
IR
27
IAT Reinsurance
New York
$10M 300,000 – –
Goldman Sachs
28
Goldman Sachs
New York
$9.72M 291,392 +147,582 +103%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$9.6M 287,702 +277,710 +2,779%
Citadel Advisors
30
Citadel Advisors
Florida
$9.21M 275,987 +273,393 +10,539%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$8.72M 261,220 +259,909 +19,825%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$7.9M 235,437 -878 -0.4%
Morgan Stanley
33
Morgan Stanley
New York
$7.12M 213,353 +14,903 +8%
NL
34
Nuveen LLC
North Carolina
$6.54M 196,096 +109,748 +127%
Raymond James Financial
35
Raymond James Financial
Florida
$6.05M 181,161 -64,113 -26%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$6M 179,858 -167,549 -48%
CSS
37
Cubist Systematic Strategies
Connecticut
$5.63M 168,651 +168,651 New
Comerica Bank
38
Comerica Bank
Texas
$5.14M 153,972 -6,375 -4%
GIP
39
Granite Investment Partners
California
$4.27M 127,895 -3,619 -3%
Squarepoint
40
Squarepoint
New York
$4.21M 126,157 +75,042 +147%
Jane Street
41
Jane Street
New York
$3.87M 116,082 +59,476 +105%
DFCM
42
Dark Forest Capital Management
Puerto Rico
$3.64M 108,971 +85,567 +366%
TI
43
Trexquant Investment
Connecticut
$3.53M 105,853 +105,853 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$3.43M 102,791 -245,657 -71%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$3.36M 100,616 +54,334 +117%
UBS AM
46
UBS AM
Illinois
$3.33M 99,835 +28,899 +41%
Renaissance Technologies
47
Renaissance Technologies
New York
$3.3M 98,775 +36,300 +58%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$3.29M 98,538 -23,241 -19%
GF
49
Gabelli Funds
New York
$3.27M 97,859 +97,859 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$3.22M 96,366 +6,975 +8%
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