Helios Technologies
HLIO
HLIO
182 hedge funds and large institutions have $1.04B invested in Helios Technologies in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
1.28% less ownership
Funds ownership: 98.51% → 97.23% (-1.3%)
29% less capital invested
Capital invested by funds: $1.46B → $1.04B (-$422M)
57% less call options, than puts
Call options by funds: $51K | Put options by funds: $119K
Holders
182
Holding in Top 10
1
Calls
$51K
Puts
$119K
Top Buyers
| 1 | +$10.4M | |
| 2 | +$5.92M | |
| 3 | +$5.59M | |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$4.19M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$2.85M |
Top Sellers
| 1 | -$14.2M | |
| 2 | -$11.4M | |
| 3 | -$11.4M | |
| 4 |
Bank of New York Mellon
New York
|
-$5.52M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$4.44M |