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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$109M 3,407,368 -138,236 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M 3,296,258 -31,869 -1%
BlackRock
3
BlackRock
New York
$77.9M 2,427,341 -16,166 -0.7%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$63.3M 1,971,463 -15,065 -0.8%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$56.4M 1,758,635 -83,188 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$48.4M 1,506,946 +68,160 +5%
SBF
7
Sara-Bay Financial
Florida
$39.2M 1,215,181 -2,286 -0.2%
BCM
8
Brown Capital Management
Maryland
$37.7M 1,175,408 -355,340 -23%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$35.5M 1,106,921 -356,344 -24%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$31M 966,419 +8,436 +0.9%
Bank of America
11
Bank of America
North Carolina
$27.7M 864,184 +79,675 +10%
VNIM
12
Vaughan Nelson Investment Management
Texas
$25.3M 789,915 +68,990 +10%
State Street
13
State Street
Massachusetts
$25.1M 782,120 -8,231 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$24.5M 763,883 +13,411 +2%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$22.1M 683,321 +45,618 +7%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$18.2M 568,017 -1,152 -0.2%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$15.6M 484,954 -3,946 -0.8%
RA
18
Royce & Associates
New York
$14M 437,629 +2,830 +0.7%
Charles Schwab
19
Charles Schwab
California
$13.8M 429,860 +30,961 +8%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$13.6M 424,039 +174,301 +70%
CVA
21
Ceredex Value Advisors
Florida
$11.2M 350,500 +130,600 +59%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$11.2M 348,448 -44,875 -11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$11.1M 347,407 -172,124 -33%
MIM
24
MetLife Investment Management
New Jersey
$11.1M 344,505 +324,167 +1,594%
Ameriprise
25
Ameriprise
Minnesota
$11M 342,065 +184,514 +117%
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