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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
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$830K -$16.8K -251 -2%
Two Sigma Investments
127
Two Sigma Investments
New York
$805K +$833K +12,437 New
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$744K +$305K +4,546 +65%
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$736K -$1.31M -19,572 -63%
Calamos Advisors
130
Calamos Advisors
Illinois
$708K +$733K +10,940 New
SCM
131
Sterling Capital Management
North Carolina
$701K -$1.11M -16,530 -60%
Renaissance Technologies
132
Renaissance Technologies
New York
$673K -$878K -13,100 -56%
MGIA
133
Moneta Group Investment Advisors
Missouri
$649K +$402 +6 +0.1%
ACM
134
Aquatic Capital Management
Illinois
$644K +$666K +9,945 New
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$606K
Man Group
136
Man Group
United Kingdom
$606K +$627K +9,359 New
SSA
137
Schonfeld Strategic Advisors
New York
$604K +$285K +4,260 +84%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$601K
QC
139
Quantedge Capital
Singapore
$595K +$616K +9,200 New
JF
140
Jump Financial
Illinois
$594K +$615K +9,185 New
ASRS
141
Arizona State Retirement System
Arizona
$589K -$6.57K -98 -1%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$571K -$73.2K -1,093 -11%
PFSRSONJ
143
Police & Firemen's Retirement System of New Jersey
New Jersey
$569K
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$552K +$572K +8,537 New
IIM
145
INTECH Investment Management
Florida
$548K -$286K -4,270 -34%
VIA
146
Vanguard Investments Australia
Australia
$532K +$551K +8,224 New
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$526K +$27.4K +409 +5%
GT
148
Glenmede Trust
Pennsylvania
$517K -$15.8K -236 -3%
AT
149
Avalon Trust
New Mexico
$511K
II
150
Inspire Investing
Idaho
$510K -$58.7K -876 -10%