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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 %
GIA
76
GHP Investment Advisors
Colorado
$1.31M -$22.1K -662 -2%
Legal & General Group
77
Legal & General Group
United Kingdom
$1.26M -$10.9K -328 -0.9%
AllianceBernstein
78
AllianceBernstein
Tennessee
$1.23M – – –
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.23M +$123K +3,695 +11%
Millennium Management
80
Millennium Management
New York
$1.17M -$1.37M -41,152 -54%
PA
81
Pinnacle Associates
New York
$1.07M +$473K +14,184 +80%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$1.06M +$1.06M +31,856 New
QT
83
Quantbot Technologies
New York
$1.06M +$499K +14,951 +89%
EC
84
EntryPoint Capital
New York
$1.05M +$658K +19,727 +170%
Creative Planning
85
Creative Planning
Kansas
$1.04M +$1.04M +31,062 New
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$1.03M +$963K +28,845 +1,452%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$1.02M -$12K -361 -1%
AQR Capital Management
88
AQR Capital Management
Connecticut
$955K +$955K +28,628 New
FGP
89
Freestone Grove Partners
California
$931K +$931K +27,910 New
ACM
90
Aquatic Capital Management
Illinois
$895K +$525K +15,722 +142%
YIH
91
Y-Intercept (HK)
Hong Kong
$848K +$848K +25,421 New
Verition Fund Management
92
Verition Fund Management
Connecticut
$847K +$416K +12,474 +97%
AIM
93
Aigen Investment Management
New York
$799K +$799K +23,951 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$793K +$779K +23,348 +5,779%
HF
95
HRT Financial
New York
$752K +$752K +22,541 New
Deutsche Bank
96
Deutsche Bank
Germany
$749K -$201K -6,020 -21%
DTL
97
Dynamic Technology Lab
Singapore
$744K +$191K +5,724 +35%
Wells Fargo
98
Wells Fargo
California
$715K +$134K +4,004 +23%
GCP
99
GSA Capital Partners
United Kingdom
$654K +$86.9K +2,605 +15%
OAM
100
Ostrum Asset Management
France
$625K -$50.6K -1,515 -7%
2 3
4
5 6