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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
SCM
26
SG Capital Management
Illinois
$24.1M +$11.7M +174,752 +88%
N
27
Nuveen
North Carolina
$21.3M +$576K +8,595 +3%
Northern Trust
28
Northern Trust
Illinois
$20.6M +$857K +12,791 +4%
AI
29
Aperture Investors
New York
$19.7M +$20.4M +304,003 New
IR
30
IAT Reinsurance
New York
$19.4M
Aberdeen Group
31
Aberdeen Group
United Kingdom
$18.7M +$2.24M +33,460 +13%
MIM
32
MetLife Investment Management
New Jersey
$18.1M +$5.03K +75 +0%
RA
33
Royce & Associates
New York
$17.2M -$6.41M -95,690 -26%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$15.4M -$3.77M -56,263 -19%
KCM
35
Kennedy Capital Management
Missouri
$14.8M -$15.3M -228,418 -50%
Invesco
36
Invesco
Georgia
$14.2M +$10.1M +150,584 +220%
VFT
37
Vanguard Fiduciary Trust
Pennsylvania
$13.9M +$14.4M +214,246 New
DCM
38
Driehaus Capital Management
Illinois
$12.8M -$6.53M -97,531 -33%
Jane Street
39
Jane Street
New York
$12.5M +$2.3M +34,395 +22%
SAM
40
Silvercrest Asset Management
New York
$11.7M -$7.05M -105,276 -37%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$11.1M -$8.5M -126,887 -42%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$10.5M -$366K -5,468 -3%
Raymond James Financial
43
Raymond James Financial
Florida
$10.5M +$1.43M +21,389 +15%
CM
44
Castleark Management
Illinois
$10.4M +$915K +13,660 +9%
SEI Investments
45
SEI Investments
Pennsylvania
$10.1M +$359K +5,356 +4%
LI
46
Leeward Investments
Massachusetts
$9.66M +$10M +149,265 New
CVA
47
Ceredex Value Advisors
Florida
$9.64M -$2.87M -42,850 -22%
Morgan Stanley
48
Morgan Stanley
New York
$9.08M -$112K -1,669 -1%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$8.57M -$1.67M -24,898 -16%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$8.4M +$8.65M +129,040 +17,367%