Helios Technologies
HLIO
HLIO
249 hedge funds and large institutions have $2.09B invested in Helios Technologies in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
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
249
Holding in Top 10
4
Calls
$3.58M
Puts
–
Top Buyers
| 1 | +$43.2M | |
| 2 | +$23M | |
| 3 | +$20.4M | |
| 4 |
Jennison Associates
New York
|
+$16.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.7M |
Top Sellers
| 1 | -$65.3M | |
| 2 | -$46.3M | |
| 3 | -$18.3M | |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$15.3M |
| 5 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$15.2M |
