Helios Technologies
HLIO
251 hedge funds and large institutions have $2.09B invested in Helios Technologies in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 19 closing their positions.
216% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 19
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more capital invested
Capital invested by funds: $1.75B → $2.09B (+$338M)
17% more funds holding
Funds holding: 215 → 251 (+36)
7% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 74
1.21% less ownership
Funds ownership: 98.83% → 97.62% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
+$43.2M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$23M |
| 3 |
AI
Aperture Investors
New York
|
+$20.4M |
| 4 |
Jennison Associates
New York
|
+$16.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$65.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$46.3M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$18.3M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$15.3M |
| 5 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$15.2M |
HLIO Hedge Fund Activity: Q1 2026 in Review
251 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2026, worth a combined $2.09B — up 19% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new HLIO positions and 19 closed out — a net gain of 41 holders — while 79 added to existing stakes and 74 trimmed.
The largest buyer was Nomura Asset Management International, adding an estimated $43.2M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.3M.
- 251 institutional investors held Helios Technologies (HLIO) as of Q1 2026, up from 215 in Q4 2025.
- Funds reported $2.09B of Helios Technologies stock for Q1 2026, up 19% quarter-over-quarter.
- 60 funds opened new Helios Technologies positions in Q1 2026 and 19 closed out, a net change of +41 holders.
- The largest Helios Technologies buyer in Q1 2026 was Nomura Asset Management International, an estimated $43.2M added.
- The largest Helios Technologies seller in Q1 2026 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.3M sold.
Based on aggregated 13F filings for Q1 2026.