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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 %
Citigroup
76
Citigroup
New York
$906K -$52.7K -1,643 -5%
CCMINC
77
Cardinal Capital Management Inc (North Carolina)
North Carolina
$812K +$67.1K +2,091 +9%
Credit Agricole
78
Credit Agricole
France
$802K +$802K +25,000 New
SCM
79
Semanteon Capital Management
Massachusetts
$800K +$800K +24,919 New
DFCM
80
Dark Forest Capital Management
Puerto Rico
$751K +$597K +18,602 +387%
IIM
81
INTECH Investment Management
Florida
$729K +$254K +7,920 +54%
OAM
82
Ostrum Asset Management
France
$649K +$649K +20,235 New
Mirae Asset Global ETFs Holdings
83
Mirae Asset Global ETFs Holdings
Hong Kong
$634K +$27.7K +862 +5%
PA
84
Pinnacle Associates
New York
$569K +$203K +6,325 +55%
Wells Fargo
85
Wells Fargo
California
$559K +$12.1K +378 +2%
GCP
86
GSA Capital Partners
United Kingdom
$545K +$545K +16,991 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$541K +$24.8K +773 +5%
QT
88
Quantbot Technologies
New York
$536K +$536K +16,717 New
DTL
89
Dynamic Technology Lab
Singapore
$532K -$119K -3,704 -18%
CF
90
Corebridge Financial
Texas
$523K -$7.73K -241 -1%
PTC
91
Petrus Trust Company
Texas
$472K +$472K +14,717 New
JF
92
Jump Financial
Illinois
$468K +$468K +14,572 New
Canada Life
93
Canada Life
Manitoba, Canada
$456K – – –
Verition Fund Management
94
Verition Fund Management
Connecticut
$414K +$414K +12,908 New
EGM
95
Engineers Gate Manager
New York
$380K +$380K +11,852 New
EC
96
EntryPoint Capital
New York
$372K +$128K +3,995 +53%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$372K +$674 +21 +0.2%
US Bancorp
98
US Bancorp
Minnesota
$369K +$154K +4,790 +71%
ACM
99
Aster Capital Management
United Arab Emirates
$364K +$364K +9,227 New
ACM
100
Aquatic Capital Management
Illinois
$356K +$236K +7,357 +197%
2 3
4
5 6