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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 %
XT
101
XTX Topco
Cayman Islands
$343K +$343K +10,693 New
II
102
Inspire Investing
Idaho
$343K +$55.6K +1,733 +19%
GT
103
Glenmede Trust
Pennsylvania
$330K +$4.78K +149 +1%
PA
104
Procyon Advisors
Connecticut
$329K +$25.6K +799 +8%
MGIA
105
Moneta Group Investment Advisors
Missouri
$322K – – –
Arrowstreet Capital
106
Arrowstreet Capital
Massachusetts
$321K +$321K +9,992 New
SG Americas Securities
107
SG Americas Securities
New York
$316K -$116K -3,620 -27%
CYG
108
Clean Yield Group
Vermont
$310K -$42.1K -1,312 -12%
ASRS
109
Arizona State Retirement System
Arizona
$306K -$3.4K -106 -1%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$303K -$2.79K -87 -0.9%
Handelsbanken Fonder
111
Handelsbanken Fonder
Sweden
$300K – – –
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$298K – – –
VOYA Investment Management
113
VOYA Investment Management
Georgia
$297K -$14.2M -441,169 -98%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$294K – – –
SPA
115
Sherbrooke Park Advisers
New York
$291K +$42.1K +1,312 +17%
JG
116
Jain Global
New York
$269K +$269K +8,382 New
BWP
117
Baldwin Wealth Partners
Massachusetts
$249K -$5.78K -180 -2%
GAM
118
Gotham Asset Management
New York
$243K +$243K +7,580 New
KK
119
KLP Kapitalforvaltning
Norway
$237K – – –
CWM
120
CIBC World Markets
New York
$237K +$237K +7,378 New
ProShare Advisors
121
ProShare Advisors
Maryland
$231K -$69.5K -2,166 -23%
PFSRSONJ
122
Police & Firemen's Retirement System of New Jersey
New Jersey
$229K – – –
ACP
123
Aviance Capital Partners
Florida
$227K – – –
EWA
124
EP Wealth Advisors
California
$227K +$227K +7,077 New
AAS
125
Ameritas Advisory Services
Nebraska
$226K – – –
3 4
5
6 7