Helios Technologies
HLIO
HLIO
214 hedge funds and large institutions have $1.75B invested in Helios Technologies in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.25% less ownership
Funds ownership: 99.08% → 98.83% (-0.25%)
24% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 85
Holders
214
Holding in Top 10
3
Calls
$3.15M
Puts
$1.03M
Top Buyers
| 1 | +$57.6M | |
| 2 | +$42.9M | |
| 3 | +$25.9M | |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$15.4M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$13.8M |
Top Sellers
| 1 | -$33.1M | |
| 2 | -$32.6M | |
| 3 | -$16.2M | |
| 4 |
Rockefeller Capital Management
New York
|
-$14.5M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$14.3M |
