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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 %
S
151
SignatureFD
Georgia
$16.2K 486 +67 +16%
AT
152
Avalon Trust
New Mexico
$13.3K 400 – –
CFD
153
Creative Financial Designs
Indiana
$10.7K 321 +321 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$9.58K 287 +50 +21%
EWA
155
EverSource Wealth Advisors
Alabama
$9.04K 271 +271 New
BIG
156
Brooklyn Investment Group
New York
$8.54K 256 +256 New
BC
157
Barrett & Company
Rhode Island
$8.34K 250 +250 New
IA
158
IFP Advisors
Florida
– – – –
HNB
159
Huntington National Bank
Ohio
$5.71K 171 +171 New
SL
160
Salomon & Ludwin
Virginia
$5.41K 150 – –
GI
161
GAMMA Investing
California
$5.11K 153 +8 +6%
HCA
162
Harbor Capital Advisors
Illinois
$5K 144 +22 +18%
BNP Paribas Asset Management
163
BNP Paribas Asset Management
France
$5K 151 +151 New
QL
164
Quarry LP
New York
$3.7K 111 -912 -89%
RIL
165
Rothschild Investment LLC
Illinois
$3.67K 110 +80 +267%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$3.36K 100 -30 -23%
Simplex Trading
167
Simplex Trading
Illinois
$3K 116 +116 New
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$2.94K 88 – –
AAP
169
Arax Advisory Partners
Colorado
$2K 60 +60 New
PA
170
Parallel Advisors
California
$1.87K 56 +56 New
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$1.8K 54 +51 +1,700%
DRP
172
Decker Retirement Planning
Utah
$1.37K 41 +41 New
MCM
173
MAI Capital Management
Ohio
$1.04K 31 +31 New
C
174
Covestor
United Kingdom
$1K 17 +3 +21%
CIAM
175
Caitong International Asset Management
Hong Kong
$968 29 +1 +4%
5 6
7
8 9