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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.

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 %
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.07M -$22.5K -700 -1%
Renaissance Technologies
52
Renaissance Technologies
New York
$2M +$1.23M +38,300 +158%
Jane Street
53
Jane Street
New York
$1.82M +$1.21M +37,624 +198%
AACP
54
Advantage Alpha Capital Partners
California
$1.81M +$447K +13,944 +33%
RHJA
55
Rice Hall James & Associates
California
$1.8M +$1.8M +55,984 New
Invesco
56
Invesco
Georgia
$1.72M -$97.7K -3,046 -5%
Squarepoint
57
Squarepoint
New York
$1.64M +$1.44M +44,922 +725%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$1.63M +$1.63M +50,883 New
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.63M +$2.82K +88 +0.2%
Stifel Financial
60
Stifel Financial
Missouri
$1.6M -$6.74K -210 -0.4%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$1.49M +$1.26M +39,169 +551%
Barclays
62
Barclays
United Kingdom
$1.45M -$517K -16,105 -26%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.41M +$156K +4,850 +12%
BMSSC
64
B. Metzler seel. Sohn & Co
Germany
$1.34M -$28.4K -886 -2%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$1.33M -$102K -3,165 -7%
GIA
66
GHP Investment Advisors
Colorado
$1.28M +$37.1K +1,157 +3%
Legal & General Group
67
Legal & General Group
United Kingdom
$1.22M +$50.9K +1,586 +4%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$1.19M -$2.51M -78,327 -68%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.18M -$1.35K -42 -0.1%
OAM
70
Oppenheimer Asset Management
New York
$1.11M +$94.7K +2,951 +9%
SI
71
Sapience Investments
California
$1.07M -$195K -6,069 -15%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$1.06M +$75.3K +2,344 +8%
First Trust Advisors
73
First Trust Advisors
Illinois
$1.01M +$58.8K +1,833 +6%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$997K – – –
Deutsche Bank
75
Deutsche Bank
Germany
$913K -$87.4K -2,723 -9%
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