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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
DFCM
76
Dark Forest Capital Management
Puerto Rico
$2.71M +$849K +12,675 +43%
Creative Planning
77
Creative Planning
Kansas
$2.67M +$443K +6,619 +19%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$2.58M +$540K +8,055 +25%
HCA
79
Harbor Capital Advisors
Illinois
$2.33M +$2.4M +35,836 +24,886%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$2.32M -$123K -1,833 -5%
Millennium Management
81
Millennium Management
New York
$2.25M -$525K -7,838 -18%
JP Morgan Chase
82
JP Morgan Chase
New York
$2.15M +$557K +8,308 +32%
OQS
83
Occudo Quantitative Strategies
Florida
$2.02M +$1.97M +29,471 New
DADC
84
D.A. Davidson & Co
Montana
$2M +$435K +6,493 +27%
AI
85
Atom Investors
Texas
$1.98M +$2.04M +30,521 New
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$1.97M +$2.04M +30,519 New
Lazard Asset Management
87
Lazard Asset Management
New York
$1.97M +$2.04M +30,382 New
Barclays
88
Barclays
United Kingdom
$1.95M -$1.61M -24,085 -44%
Marshall Wace
89
Marshall Wace
United Kingdom
$1.94M -$2.73M -40,794 -58%
Deutsche Bank
90
Deutsche Bank
Germany
$1.89M +$211K +3,146 +12%
PA
91
Pinnacle Associates
New York
$1.84M +$133K +1,979 +7%
Legal & General Group
92
Legal & General Group
United Kingdom
$1.83M -$388K -5,790 -17%
First Trust Advisors
93
First Trust Advisors
Illinois
$1.82M +$1.15M +17,138 +157%
AllianceBernstein
94
AllianceBernstein
Tennessee
$1.78M -$245K -3,664 -10%
CC
95
Centiva Capital
New York
$1.68M +$1.73M +25,886 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$1.64M +$42.3K +632 +3%
Connor, Clark & Lunn Investment Management (CC&L)
97
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.62M +$17.4K +260 +1%
Credit Agricole
98
Credit Agricole
France
$1.56M -$60.3K -900 -4%
Squarepoint
99
Squarepoint
New York
$1.53M -$1.67M -24,914 -51%
EC
100
EntryPoint Capital
New York
$1.53M +$435K +6,491 +38%