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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
Victory Capital Management
51
Victory Capital Management
Texas
$8.25M -$4.55M -67,842 -35%
HIM
52
Hillsdale Investment Management
Ontario, Canada
$7.31M +$7.57M +113,020 New
Citadel Advisors
53
Citadel Advisors
Florida
$7.16M -$270K -4,023 -4%
TI
54
Trexquant Investment
Connecticut
$6.77M +$3.49M +52,054 +99%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$6.06M +$3.42M +51,042 +120%
American Century Companies
56
American Century Companies
Missouri
$5.17M -$6.46M -96,404 -55%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$4.86M -$1.53M -22,825 -23%
GF
58
Gabelli Funds
New York
$4.85M -$1.54M -22,916 -23%
Point72 Asset Management
59
Point72 Asset Management
Connecticut
$4.56M +$4.72M +70,467 New
CAM
60
Congress Asset Management
Massachusetts
$4.55M +$657K +9,812 +16%
Swiss National Bank
61
Swiss National Bank
Switzerland
$4.23M
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$4.15M -$450K -6,722 -9%
GIP
63
Granite Investment Partners
California
$3.97M -$1.7M -25,331 -29%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$3.66M -$72K -1,075 -2%
UBS AM
65
UBS AM
Illinois
$3.52M +$250K +3,728 +7%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$3.43M +$3.55M +52,938 New
AQR Capital Management
67
AQR Capital Management
Connecticut
$3.4M +$1.77M +26,476 +101%
HF
68
HRT Financial
New York
$3.39M +$3.51M +52,408 New
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$3.39M +$3.48K +52 +0.1%
UBS Group
70
UBS Group
Switzerland
$2.97M -$2.03M -30,334 -40%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$2.94M +$395K +5,901 +15%
Stifel Financial
72
Stifel Financial
Missouri
$2.93M -$168K -2,512 -5%
RHJA
73
Rice Hall James & Associates
California
$2.88M +$67 +1 +0%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$2.87M -$63.7K -951 -2%
GIA
75
GHP Investment Advisors
Colorado
$2.76M +$35.4K +528 +1%