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Helios Technologies
HLIO

Overview Fund Activity

185 hedge funds and large institutions have $1.06B invested in Helios Technologies in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.48%
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
77
Reduced
48
Closed
33
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$71K

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$33.7M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$21M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.6M
5
Citadel Advisors
Citadel Advisors
Florida
$9.21M

Top Sellers

1
WA
Wasatch Advisors
Utah
$27.1M
2
BCM
Brown Capital Management
Maryland
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$47.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.43M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$10.6M +$1.98M +59,198 +23%
IR
27
IAT Reinsurance
New York
$10M – – –
Goldman Sachs
28
Goldman Sachs
New York
$9.72M +$4.92M +147,582 +103%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$9.6M +$9.27M +277,710 +2,779%
Citadel Advisors
30
Citadel Advisors
Florida
$9.21M +$9.12M +273,393 +10,539%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$8.72M +$8.67M +259,909 +19,825%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$7.9M -$29.5K -878 -0.4%
Morgan Stanley
33
Morgan Stanley
New York
$7.12M +$497K +14,903 +8%
NL
34
Nuveen LLC
North Carolina
$6.54M +$3.66M +109,748 +127%
Raymond James Financial
35
Raymond James Financial
Florida
$6.05M -$2.14M -64,113 -26%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$6M -$5.59M -167,549 -48%
CSS
37
Cubist Systematic Strategies
Connecticut
$5.63M +$5.63M +168,651 New
Comerica Bank
38
Comerica Bank
Texas
$5.14M -$213K -6,375 -4%
GIP
39
Granite Investment Partners
California
$4.27M -$121K -3,619 -3%
Squarepoint
40
Squarepoint
New York
$4.21M +$2.5M +75,042 +147%
Jane Street
41
Jane Street
New York
$3.87M +$1.98M +59,476 +105%
DFCM
42
Dark Forest Capital Management
Puerto Rico
$3.64M +$2.86M +85,567 +366%
TI
43
Trexquant Investment
Connecticut
$3.53M +$3.53M +105,853 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$3.43M -$8.2M -245,657 -71%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$3.36M +$1.81M +54,334 +117%
UBS AM
46
UBS AM
Illinois
$3.33M +$964K +28,899 +41%
Renaissance Technologies
47
Renaissance Technologies
New York
$3.3M +$1.21M +36,300 +58%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$3.29M -$776K -23,241 -19%
GF
49
Gabelli Funds
New York
$3.27M +$3.27M +97,859 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$3.22M +$233K +6,975 +8%
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