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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.

New
Increased
Maintained
Reduced
Closed
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
MetLife Investment Management
New Jersey
$11.1M
2
Ameriprise
Ameriprise
Minnesota
$11M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$13.6M
4
CVA
Ceredex Value Advisors
Florida
$11.2M
5
Marshall Wace
Marshall Wace
United Kingdom
$5.69M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$297K
2
Wellington Management Group
Wellington Management Group
Massachusetts
$35.5M
3
BCM
Brown Capital Management
Maryland
$37.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$11.1M
5
WA
Wasatch Advisors
Utah
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
126
Empower Advisory Group
Colorado
$217K – – –
CPBTD
127
Central Pacific Bank - Trust Division
Hawaii
$209K – – –
OR
128
Olympiad Research
Connecticut
$206K +$206K +6,426 New
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$166K – – –
CA
130
Clearstead Advisors
Ohio
$120K – – –
TC
131
Truvestments Capital
Florida
$120K – – –
SOW
132
State of Wyoming
Wyoming
$120K +$4.75K +148 +4%
AIP
133
Ameritas Investment Partners
Nebraska
$105K – – –
TRCT
134
Tower Research Capital (TRC)
New York
$97.7K +$61.6K +1,919 +171%
Citadel Advisors
135
Citadel Advisors
Florida
$83.2K -$207K -6,444 -71%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$63.8K -$65.3K -2,035 -51%
Osaic Holdings
137
Osaic Holdings
Arizona
$48.5K +$386 +12 +0.8%
Russell Investments Group
138
Russell Investments Group
United Kingdom
$42.1K +$41.5K +1,293 +7,183%
Amundi
139
Amundi
France
$39.5K +$443 +16 +1%
AB
140
Amalgamated Bank
New York
$38K +$130 +4 +0.3%
Lazard Asset Management
141
Lazard Asset Management
New York
$36K +$36K +1,124 New
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$33.5K -$128 -4 -0.4%
QL
143
Quarry LP
New York
$32.8K +$26.3K +821 +406%
KBC Group
144
KBC Group
Belgium
$26K +$26K +805 New
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.1K +$2.05K +64 +12%
S
146
SignatureFD
Georgia
$13.4K -$8.6K -268 -39%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$13K -$17.3K -538 -57%
AT
148
Avalon Trust
New Mexico
$12.8K – – –
AF
149
Allworth Financial
California
$11.2K +$9.58K +344 +583%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$7.6K -$353 -11 -4%
4 5
6
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