Helios Technologies, Inc.
HLIO- Exchange
- NYSE
- Industry
- Miscellaneous Fabricated Metal Products
- SEC CIK
- 0001024795
No open-market purchases or sales by Helios Technologies, Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $2.86B in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Helios Technologies, Inc. changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 144 | 152 | +8 |
| Shares | 29.0M | 29.1M | +25.8K (+0.1%) |
| Value | $2.12B | $2.27B | +$152.8M (+7.2%) |
New holders (21)
Institutions that held Helios Technologies, Inc. at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Standard Life Aberdeen plc | 140,721 | $11.0M | 0.02% |
| State of New Jersey Common Pension Fund D | 33,226 | $2.59M | 0.01% |
| Gsa Capital Partners LLP | 9,599 | $749.0K | 0.08% |
| Ameritas Investment Company, LLC | 7,548 | $589.0K | 0.03% |
| Inscription Capital, LLC | 5,844 | $456.0K | 0.05% |
| Cubist Systematic Strategies, LLC | 4,828 | $377.0K | 0.00% |
| Ieq Capital, LLC | 4,390 | $343.0K | 0.01% |
| Zacks Investment Management | 3,259 | $254.0K | 0.00% |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,095 | $242.0K | 0.00% |
| PFG Advisors | 2,805 | $219.0K | 0.03% |
| Tudor Investment Corp Et Al | 2,701 | $211.0K | 0.00% |
| Wesbanco Bank Inc | 2,625 | $205.0K | 0.01% |
| Schonfeld Strategic Advisors LLC | 2,600 | $202.0K | 0.00% |
| BBVA USA | 1,034 | $81.0K | 0.00% |
| State of Wyoming | 1,019 | $80.0K | 0.05% |
| Point72 Hong Kong Ltd | 1,006 | $79.0K | 0.01% |
| Lazard Asset Management LLC | 576 | $44.0K | 0.00% |
| GPS Wealth Strategies Group, LLC | 472 | $37.0K | 0.01% |
| Caldwell Trust Co | 370 | $28.9K | 0.00% |
| West Paces Advisors Inc. | 44 | $3.43K | 0.00% |
| TD Capital Management LLC | 1 | $0 | 0.00% |
Sold out (13)
Institutions that held Helios Technologies, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| ArrowMark Colorado Holdings LLC | 75,861 | $5.53M |
| DF Dent & Co Inc | 63,173 | $4.60M |
| EAM Global Investors LLC | 33,899 | $2.47M |
| Susquehanna Fundamental Investments, LLC | 24,400 | $1.78M |
| EAM Investors, LLC | 24,077 | $1.75M |
| Jane Street Group, LLC | 6,087 | $444.0K |
| SG Americas Securities, LLC | 5,373 | $392.0K |
| Bank of Montreal | 1,353 | $95.0K |
| Valeo Financial Advisors, LLC | 1,001 | $73.0K |
| Logan Capital Management Inc | 386 | $28.0K |
| Quantbot Technologies LP | 200 | $14.0K |
| Allred Capital Management, LLC | 40 | $2.92K |
| International Assets Investment Management, LLC | 15 | $1.00K |