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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 %
QCM
126
Quantinno Capital Management
New York
$278K +$278K +8,345 New
GAM
127
Gotham Asset Management
New York
$252K -$901 -27 -0.4%
PFSRSONJ
128
Police & Firemen's Retirement System of New Jersey
New Jersey
$238K – – –
ACP
129
Aviance Capital Partners
Florida
$236K – – –
EWA
130
EP Wealth Advisors
California
$231K -$5.11K -153 -2%
ProShare Advisors
131
ProShare Advisors
Maryland
$227K -$13.1K -394 -5%
BHCM
132
Brevan Howard Capital Management
Jersey
$223K +$223K +6,694 New
CYG
133
Clean Yield Group
Vermont
$215K -$107K -3,200 -33%
JG
134
Jain Global
New York
$210K -$69.5K -2,082 -25%
KK
135
KLP Kapitalforvaltning
Norway
$210K -$36.7K -1,100 -15%
A
136
AlphaQuest
New York
$175K +$175K +5,243 New
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$173K – – –
TRCT
138
Tower Research Capital (TRC)
New York
$141K +$39.9K +1,196 +39%
CA
139
Clearstead Advisors
Ohio
$125K – – –
TC
140
Truvestments Capital
Florida
$125K – – –
AIP
141
Ameritas Investment Partners
Nebraska
$109K – – –
Osaic Holdings
142
Osaic Holdings
Arizona
$67.2K +$45 +1 +0.1%
PD
143
Point72 (DIFC)
United Arab Emirates
$60.9K +$60.9K +1,824 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$55K +$51K +1,532 +1,277%
SOW
145
State of Wyoming
Wyoming
$50.1K -$74.9K -2,246 -60%
AB
146
Amalgamated Bank
New York
$39K – – –
Lazard Asset Management
147
Lazard Asset Management
New York
$37K – – –
VCM
148
Versant Capital Management
Arizona
$35.9K +$28.7K +861 +399%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$32.5K -$2.34K -70 -7%
SCM
150
Sterling Capital Management
North Carolina
$29.9K +$23.1K +691 +337%
4 5
6
7 8