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.
Q3 2021 vs. Q2 2021
How the institutions holding Helios Technologies, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 152 | 158 | +6 |
| Shares | 29.1M | 29.5M | +470.6K (+1.6%) |
| Value | $2.27B | $2.43B | +$157.9M (+7.0%) |
New holders (18)
Institutions that held Helios Technologies, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Loomis Sayles & Co L P | 474,902 | $39.0M | 0.05% |
| SG Americas Securities, LLC | 11,831 | $971.0K | 0.01% |
| Canada Pension Plan Investment Board | 10,000 | $821.0K | 0.00% |
| Jane Street Group, LLC | 6,490 | $533.0K | 0.00% |
| Baird Financial Group, Inc. | 5,270 | $433.0K | 0.00% |
| Renaissance Technologies LLC | 5,075 | $417.0K | 0.00% |
| Alps Advisors Inc | 4,283 | $352.0K | 0.00% |
| HRT Financial LP | 4,059 | $333.0K | 0.00% |
| Caxton Associates LP | 4,037 | $331.0K | 0.05% |
| Navellier & Associates Inc | 3,193 | $262.0K | 0.04% |
| State of Wisconsin Investment Board | 3,100 | $255.0K | 0.00% |
| Janus Henderson Group PLC | 3,078 | $253.0K | 0.00% |
| Ergoteles LLC | 2,670 | $219.0K | 0.01% |
| Aurora Investment Counsel | 2,595 | $213.0K | 0.15% |
| Virtu Financial LLC | 2,579 | $212.0K | 0.02% |
| Pictet Asset Management SA | 2,455 | $202.0K | 0.00% |
| Parallel Advisors, LLC | 8 | $1.00K | 0.00% |
| Berman Capital Advisors, LLC | 15 | $1.00K | 0.00% |
Sold out (12)
Institutions that held Helios Technologies, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Driehaus Capital Management LLC | 79,300 | $6.19M |
| California Public Employees Retirement System | 15,442 | $1.21M |
| Gsa Capital Partners LLP | 9,599 | $749.0K |
| Clearbridge Investments, LLC | 6,936 | $541.0K |
| Inscription Capital, LLC | 5,844 | $456.0K |
| Russell Investments Group, Ltd. | 3,882 | $302.0K |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,095 | $242.0K |
| Oppenheimer & Co Inc | 3,000 | $234.0K |
| Tudor Investment Corp Et Al | 2,701 | $211.0K |
| Point72 Hong Kong Ltd | 1,006 | $79.0K |
| Pacitti Group Inc. | – | $3.00K |
| Federated Hermes, Inc. | 26 | $2.00K |