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Helios Technologies
HLIO

Overview Fund Activity

182 hedge funds and large institutions have $1.05B invested in Helios Technologies in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 33 closing their positions.

Holders
182
Holders Change
–
Holders Change %
0%
% of All Funds
2.44%
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
76
Reduced
47
Closed
33
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$71K

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$33.7M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$21M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$9.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$9.21M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$27.1M
2
BCM
2
Brown Capital Management
Maryland
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$47.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$3.43M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PFSRSONJ
126
Police & Firemen's Retirement System of New Jersey
New Jersey
$238K 7,136 – –
ACP
127
Aviance Capital Partners
Florida
$236K 7,087 – –
EWA
128
EP Wealth Advisors
California
$231K 6,924 -153 -2%
ProShare Advisors
129
ProShare Advisors
Maryland
$227K 6,804 -394 -5%
BHCM
130
Brevan Howard Capital Management
Jersey
$223K 6,694 +6,694 New
CYG
131
Clean Yield Group
Vermont
$215K 6,457 -3,200 -33%
JG
132
Jain Global
New York
$210K 6,300 -2,082 -25%
KK
133
KLP Kapitalforvaltning
Norway
$210K 6,300 -1,100 -15%
A
134
AlphaQuest
New York
$175K 5,243 +5,243 New
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$173K 5,187 – –
TRCT
136
Tower Research Capital (TRC)
New York
$141K 4,239 +1,196 +39%
CA
137
Clearstead Advisors
Ohio
$125K 3,750 – –
TC
138
Truvestments Capital
Florida
$125K 3,750 – –
AIP
139
Ameritas Investment Partners
Nebraska
$109K 3,258 – –
Osaic Holdings
140
Osaic Holdings
Arizona
$67.2K 1,508 +1 +0.1%
PD
141
Point72 (DIFC)
United Arab Emirates
$60.9K 1,824 +1,824 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$55K 1,652 +1,532 +1,277%
SOW
143
State of Wyoming
Wyoming
$50.1K 1,502 -2,246 -60%
AB
144
Amalgamated Bank
New York
$39K 1,169 – –
Lazard Asset Management
145
Lazard Asset Management
New York
$37K 1,124 – –
VCM
146
Versant Capital Management
Arizona
$35.9K 1,077 +861 +399%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$32.5K 975 -70 -7%
SCM
148
Sterling Capital Management
North Carolina
$29.9K 896 +691 +337%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.5K 675 +81 +14%
AF
150
Allworth Financial
California
$17.3K 517 +114 +28%
4 5
6
7 8