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Helios Technologies
HLIO

Overview Fund Activity

182 hedge funds and large institutions have $1.04B invested in Helios Technologies in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
66
Reduced
56
Closed
17
Calls
$51K
Puts
$119K
Net Calls
-$68K
Net Calls Change
-$349K

Top Buyers

1
MIM
1
MetLife Investment Management
New Jersey
$11.1M
2
Ameriprise
2
Ameriprise
Minnesota
$11M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13.6M
4
CVA
4
Ceredex Value Advisors
Florida
$11.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.69M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$297K
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$35.5M
3
BCM
3
Brown Capital Management
Maryland
$37.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.1M
5
WA
5
Wasatch Advisors
Utah
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$10M -$327K -10,189 -3%
IR
27
IAT Reinsurance
New York
$9.63M – – –
Diamond Hill Capital Management
28
Diamond Hill Capital Management
Ohio
$8.26M +$821K +25,576 +11%
Raymond James Financial
29
Raymond James Financial
Florida
$7.87M +$2.34M +72,885 +42%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$7.63M -$337K -10,431 -4%
Morgan Stanley
31
Morgan Stanley
New York
$6.37M +$1.51M +47,168 +31%
SEI Investments
32
SEI Investments
Pennsylvania
$5.94M -$66.3K -2,065 -1%
SAM
33
Silvercrest Asset Management
New York
$5.93M -$17.4K -542 -0.3%
Marshall Wace
34
Marshall Wace
United Kingdom
$5.69M +$2.85M +88,887 +100%
Comerica Bank
35
Comerica Bank
Texas
$5.15M -$40.5K -1,263 -0.8%
KTA
36
Keeley-Teton Advisors
Illinois
$5.11M +$219K +6,829 +4%
Goldman Sachs
37
Goldman Sachs
New York
$4.61M +$575K +17,914 +14%
GIP
38
Granite Investment Partners
California
$4.22M -$267K -8,335 -6%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$3.91M +$909K +28,316 +30%
UBS Group
40
UBS Group
Switzerland
$3.6M -$1.43M -44,543 -28%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.39M -$345K -10,753 -9%
FCM
42
Frontier Capital Management
Massachusetts
$3.24M -$2.56M -79,858 -44%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$2.91M +$205K +6,400 +8%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.87M +$17.8K +556 +0.6%
NL
45
Nuveen LLC
North Carolina
$2.77M +$2.77M +86,348 New
Millennium Management
46
Millennium Management
New York
$2.45M +$2.45M +76,233 New
UBS AM
47
UBS AM
Illinois
$2.28M +$290K +9,041 +15%
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$2.27M – – –
American Century Companies
49
American Century Companies
Missouri
$2.26M +$344K +10,733 +18%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$2.2M +$430K +13,402 +24%
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