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Helios Technologies
HLIO

Overview Fund Activity

182 hedge funds and large institutions have $1.05B invested in Helios Technologies in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 33 closing their positions.

Holders
182
Holders Change
–
Holders Change %
0%
% of All Funds
2.44%
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
76
Reduced
47
Closed
33
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$71K

Top Buyers

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

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$27.1M
2
BCM
2
Brown Capital Management
Maryland
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$47.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$3.43M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$3.02M 90,426 +53,211 +143%
Voloridge Investment Management
52
Voloridge Investment Management
Florida
$2.92M 87,536 +46,053 +111%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$2.82M 84,400 -6,300 -7%
FCM
54
Frontier Capital Management
Massachusetts
$2.81M 84,085 -16,947 -17%
American Century Companies
55
American Century Companies
Missouri
$2.58M 77,346 +6,797 +10%
Two Sigma Investments
56
Two Sigma Investments
New York
$2.48M 74,317 -31,380 -30%
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$2.36M 70,733 – –
RHJA
58
Rice Hall James & Associates
California
$2.26M 67,873 +11,889 +21%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$2.26M 67,807 +67,807 New
Barclays
60
Barclays
United Kingdom
$2.19M 65,685 +20,382 +45%
Marshall Wace
61
Marshall Wace
United Kingdom
$2.14M 64,232 -113,125 -64%
Swiss National Bank
62
Swiss National Bank
Switzerland
$2.12M 63,600 -800 -1%
AACP
63
Advantage Alpha Capital Partners
California
$2.1M 62,926 +6,631 +12%
First Trust Advisors
64
First Trust Advisors
Illinois
$2.1M 62,804 +31,256 +99%
SEI Investments
65
SEI Investments
Pennsylvania
$1.99M 59,665 -125,446 -68%
GI
66
GAMCO Investors
Connecticut
$1.96M 58,738 +58,738 New
Invesco
67
Invesco
Georgia
$1.85M 55,325 +1,672 +3%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.78M 53,359 +2,659 +5%
Stifel Financial
69
Stifel Financial
Missouri
$1.71M 51,312 +1,586 +3%
EGM
70
Engineers Gate Manager
New York
$1.67M 49,906 +38,054 +321%
UBS Group
71
UBS Group
Switzerland
$1.64M 49,040 -63,172 -56%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$1.58M 47,388 -21,165 -31%
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$1.48M 44,276 -6,607 -13%
GIA
74
GHP Investment Advisors
Colorado
$1.31M 39,215 -662 -2%
Legal & General Group
75
Legal & General Group
United Kingdom
$1.26M 37,741 -328 -0.9%
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