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Helios Technologies

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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+1)

19% more capital invested

Capital invested by funds: $1.75B → $2.09B (+$338M)

17% more funds holding

Funds holding: 215251 (+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%)

Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
60
Increased
79
Reduced
74
Closed
19
Calls
$3.58M
Puts
Net Calls
+$3.58M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$158M -$1.73M -25,796 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$105M +$425K +6,347 +0.4%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$97.4M +$101M +1,505,296 New
VCM
4
Vanguard Capital Management
Pennsylvania
$95.6M +$99M +1,477,349 New
CCA
5
Conestoga Capital Advisors
Pennsylvania
$85.8M -$15.2M -226,858 -15%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$84.6M -$46.3M -690,854 -35%
SBF
7
Sara-Bay Financial
Florida
$74.7M -$3.42M -51,063 -4%
Jennison Associates
8
Jennison Associates
New York
$67M +$16.1M +239,876 +30%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$60.2M +$23M +343,665 +59%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$59.9M -$14.9K -223 -0%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$54.2M +$3.3M +49,311 +6%
WA
12
Wasatch Advisors
Utah
$51.7M +$14M +208,823 +35%
State Street
13
State Street
Massachusetts
$51M -$528K -7,874 -1%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$50.6M +$798K +11,912 +2%
AAM
15
ACK Asset Management
Connecticut
$50.5M
NAMI
16
Nomura Asset Management International
Pennsylvania
$49.7M +$43.2M +645,319 +523%
Ameriprise
17
Ameriprise
Minnesota
$47.8M +$14.7M +219,719 +42%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$46M +$496K +7,403 +1%
VNIM
19
Vaughan Nelson Investment Management
Texas
$44.8M -$4.4M -65,665 -9%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$35.2M -$2.56M -38,180 -7%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$33.4M +$2.02M +30,116 +6%
Bank of America
22
Bank of America
North Carolina
$33M -$9.94M -148,377 -23%
Goldman Sachs
23
Goldman Sachs
New York
$29.1M +$8.63M +128,881 +40%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$29M -$1.77M -26,481 -6%
Charles Schwab
25
Charles Schwab
California
$27.2M -$626K -9,339 -2%