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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
1
MetLife Investment Management
New Jersey
$11.1M
2
Ameriprise
2
Ameriprise
Minnesota
$11M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13.6M
4
CVA
4
Ceredex Value Advisors
Florida
$11.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.69M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$297K
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$35.5M
3
BCM
3
Brown Capital Management
Maryland
$37.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.1M
5
WA
5
Wasatch Advisors
Utah
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
176
SJS Investment Consulting
Ohio
$97 -$97 -3 -50%
GFPC
177
Global Financial Private Client
Florida
$96 +$64 +2 +200%
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$96 +$96 +3 New
DPW
179
DiNuzzo Private Wealth
Pennsylvania
$33 -$165 -5 -83%
HIA
180
HFM Investment Advisors
New Jersey
$33 +$33 +1 New
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$32 – – –
Norges Bank
182
Norges Bank
Norway
– -$3.85M -86,297 Closed
TI
183
Trexquant Investment
Connecticut
– -$779K -17,455 Closed
HSBC Holdings
184
HSBC Holdings
United Kingdom
– -$638K -14,323 Closed
Brown Advisory
185
Brown Advisory
Maryland
– -$548K -12,273 Closed
FHB
186
First Hawaiian Bank
Hawaii
– -$448K -10,029 Closed
N
187
Numerai
California
– -$354K -7,937 Closed
WI
188
WrapManager Inc
California
– -$290K -6,502 Closed
Creative Planning
189
Creative Planning
Kansas
– -$21.7K -485 Closed
AAP
190
Arax Advisory Partners
Colorado
– -$7.19K -161 Closed
VWM
191
Venturi Wealth Management
Texas
– -$4.51K -101 Closed
Bessemer Group
192
Bessemer Group
New Jersey
– -$2K -50 Closed
PA
193
Parallel Advisors
California
– -$2.05K -46 Closed
LC
194
Lindbrook Capital
California
– -$1.79K -40 Closed
MCM
195
MAI Capital Management
Ohio
– -$1.56K -35 Closed
EWA
196
EverSource Wealth Advisors
Alabama
– -$536 -12 Closed
QCG
197
Quadrant Capital Group
Ohio
– -$313 -7 Closed
PWM
198
Parkworth Wealth Management
California
– -$45 -1 Closed
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