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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
Diamond Hill Capital Management
101
Diamond Hill Capital Management
Ohio
$1.49M -$802K -11,977 -34%
Franklin Resources
102
Franklin Resources
California
$1.46M -$438K -6,532 -22%
XT
103
XTX Topco
Cayman Islands
$1.43M +$998K +14,899 +208%
VAM
104
Vanguard Asset Management
$1.42M +$1.47M +21,942 New
Prudential Financial
105
Prudential Financial
New Jersey
$1.42M +$582K +8,680 +66%
Barrow, Hanley, Mewhinney & Strauss
106
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.28M -$65.3M -974,161 -98%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$1.24M +$208K +3,110 +19%
OAM
108
Ostrum Asset Management
France
$1.2M -$395K -5,895 -24%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$1.17M +$48.4K +722 +4%
KOCAA
110
Knights of Columbus Asset Advisors
Connecticut
$1.12M +$1.16M +17,366 New
BMSSC
111
B. Metzler seel. Sohn & Co
Germany
$1.12M +$265K +3,949 +30%
EGM
112
Engineers Gate Manager
New York
$1.11M +$509K +7,590 +79%
VGA
113
Vanguard Global Advisers
Pennsylvania
$1.1M +$1.14M +17,074 New
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.01M +$36.3K +542 +4%
Mirae Asset Global ETFs Holdings
115
Mirae Asset Global ETFs Holdings
Hong Kong
$1.01M +$10.1K +150 +1%
DTL
116
Dynamic Technology Lab
Singapore
$998K +$1.03M +15,430 New
BCM
117
Bridgeway Capital Management
Texas
$971K +$1M +15,000 New
US Bancorp
118
US Bancorp
Minnesota
$949K +$133K +1,982 +16%
Wells Fargo
119
Wells Fargo
California
$948K -$1.54M -22,944 -61%
QCM
120
Quantinno Capital Management
New York
$937K +$180K +2,688 +23%
SO
121
STRS Ohio
Ohio
$893K +$925K +13,800 New
Universal-Beteiligungs- und Servicegesellschaft
122
Universal-Beteiligungs- und Servicegesellschaft
Germany
$882K +$236K +3,530 +35%
QC
123
Quadrature Capital
United Kingdom
$879K +$910K +13,578 New
GI
124
GAMCO Investors
Connecticut
$844K -$2.56M -38,172 -75%
YIH
125
Y-Intercept (HK)
Hong Kong
$834K +$415K +6,192 +93%