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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 %
BMSSC
101
B. Metzler seel. Sohn & Co
Germany
$613K -$779K -23,337 -56%
Mirae Asset Global ETFs Holdings
102
Mirae Asset Global ETFs Holdings
Hong Kong
$607K -$53K -1,587 -8%
XT
103
XTX Topco
Cayman Islands
$594K +$237K +7,111 +67%
DS
104
DRW Securities
Illinois
$583K +$583K +17,484 New
Point72 Asset Management
105
Point72 Asset Management
Connecticut
$561K +$561K +16,799 New
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$559K -$3.34K -100 -0.6%
Citigroup
107
Citigroup
New York
$515K -$428K -12,813 -45%
Canada Life
108
Canada Life
Manitoba, Canada
$474K – – –
US Bancorp
109
US Bancorp
Minnesota
$450K +$66.2K +1,984 +17%
IIM
110
INTECH Investment Management
Florida
$448K -$310K -9,296 -41%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$447K +$447K +13,395 New
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$400K +$12.5K +375 +3%
II
113
Inspire Investing
Idaho
$390K +$33.2K +994 +9%
PTC
114
Petrus Trust Company
Texas
$375K -$116K -3,488 -24%
Connor, Clark & Lunn Investment Management (CC&L)
115
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$367K +$367K +10,993 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$364K +$58.3K +1,747 +19%
MGIA
117
Moneta Group Investment Advisors
Missouri
$335K – – –
GIM
118
Glenmede Investment Management
Pennsylvania
$331K +$331K +9,928 New
ASRS
119
Arizona State Retirement System
Arizona
$324K +$6.04K +181 +2%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$313K -$1.5K -45 -0.5%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$312K +$3.14K +94 +1%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$310K – – –
ECM
123
ExodusPoint Capital Management
New York
$289K +$289K +8,661 New
CPBTD
124
Central Pacific Bank - Trust Division
Hawaii
$284K +$66.9K +2,005 +31%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$279K +$279K +8,370 New
3 4
5
6 7