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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 %
JF
51
Jump Financial
Illinois
$3.11M +$2.62M +78,627 +540%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$3.02M +$1.78M +53,211 +143%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$2.92M +$1.54M +46,053 +111%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$2.82M -$210K -6,300 -7%
FCM
55
Frontier Capital Management
Massachusetts
$2.81M -$566K -16,947 -17%
American Century Companies
56
American Century Companies
Missouri
$2.58M +$227K +6,797 +10%
Two Sigma Investments
57
Two Sigma Investments
New York
$2.48M -$1.05M -31,380 -30%
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$2.36M – – –
RHJA
59
Rice Hall James & Associates
California
$2.26M +$397K +11,889 +21%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$2.26M +$2.26M +67,807 New
Barclays
61
Barclays
United Kingdom
$2.19M +$680K +20,382 +45%
Marshall Wace
62
Marshall Wace
United Kingdom
$2.14M -$3.77M -113,125 -64%
Swiss National Bank
63
Swiss National Bank
Switzerland
$2.12M -$26.7K -800 -1%
AACP
64
Advantage Alpha Capital Partners
California
$2.1M +$221K +6,631 +12%
First Trust Advisors
65
First Trust Advisors
Illinois
$2.1M +$1.04M +31,256 +99%
SEI Investments
66
SEI Investments
Pennsylvania
$1.99M -$4.19M -125,446 -68%
GI
67
GAMCO Investors
Connecticut
$1.96M +$1.96M +58,738 New
Invesco
68
Invesco
Georgia
$1.85M +$55.8K +1,672 +3%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.78M +$88.7K +2,659 +5%
Stifel Financial
70
Stifel Financial
Missouri
$1.71M +$52.9K +1,586 +3%
EGM
71
Engineers Gate Manager
New York
$1.67M +$1.27M +38,054 +321%
UBS Group
72
UBS Group
Switzerland
$1.64M -$2.11M -63,172 -56%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$1.58M -$706K -21,165 -31%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.52M +$45.3K +1,357 +3%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$1.48M -$220K -6,607 -13%
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