Helios Technologies, Inc.

HLIO

Exchange: NYSE
Industry: Miscellaneous Fabricated Metal Products
SEC CIK: 0001024795

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Helios Technologies, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of HLIO: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	158	4	181	+27
Shares	29.5M	45.1K	29.5M	+17.8K (+0.1%)
Value	$2.43B	$3.71M	$3.10B	+$675.5M (+27.9%)

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Helios Technologies, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to HLIO in Q4 2021
Institution	Shares	Value	% of portfolio
B. Metzler seel. Sohn & Co. AG	28,248	$2.96M	0.04%
PEAK6 Investments LLC	26,857	$2.83M	0.08%
EAM Investors, LLC	21,126	$2.22M	0.36%
Susquehanna International Group, LLP	20,652	$2.17M	0.00%
Knights of Columbus Asset Advisors LLC	18,385	$1.94M	0.16%
Aquila Investment Management LLC	18,000	$1.89M	0.91%
Allspring Global Investments Holdings, LLC	14,079	$1.48M	0.00%
Personal Capital Advisors Corp	9,599	$1.01M	0.00%
Qube Research & Technologies Ltd	7,563	$795.0K	0.01%
Voloridge Investment Management, LLC	7,472	$786.0K	0.00%
Ameritas Advisory Services, LLC	7,048	$741.0K	0.03%
Snowden Capital Advisors LLC	4,672	$491.0K	0.03%
Quadrature Capital Ltd	4,339	$457.0K	0.02%
Wolverine Trading, LLC	3,848	$403.0K	0.01%
Lindenwold Advisors	2,605	$274.0K	0.16%
Engineers Gate Manager LP	2,535	$267.0K	0.01%
HSBC Holdings PLC	2,535	$265.0K	0.00%
Simplex Trading, LLC	2,163	$227.0K	0.01%
Beacon Pointe Advisors, LLC	2,127	$224.0K	0.01%
Marco Investment Management LLC	2,037	$214.0K	0.02%
Stephens Inc	2,015	$212.0K	0.00%
Silvant Capital Management LLC	725	$76.0K	0.01%
STRS Ohio	700	$73.0K	0.00%
Aquatic Capital Management LLC	400	$42.0K	0.08%
Signet Financial Management, LLC	377	$40.0K	0.01%
CWM, LLC	200	$21.0K	0.00%
Confluence Wealth Services, Inc.	128	$13.0K	0.00%
FMR LLC	65	$7.00K	0.00%
Quantbot Technologies LP	60	$6.00K	0.00%
McIlrath & Eck, LLC	50	$5.00K	0.00%
Bell Investment Advisors, Inc	46	$5.00K	0.00%
C M Bidwell & Associates Ltd	30	$3.00K	0.00%
SRS Capital Advisors, Inc.	18	$2.00K	0.00%
Manchester Capital Management LLC	6	$1.00K	0.00%
Schubert & Co	5	$1.00K	0.00%
Covestor Ltd	13	$1.00K	0.00%
JFS Wealth Advisors, LLC	3	$0	0.00%

Sold out (10)

Institutions that held Helios Technologies, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of HLIO in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Barclays PLC	14,773	$1.21M
Canada Pension Plan Investment Board	10,000	$821.0K
Jane Street Group, LLC	6,490	$533.0K
Renaissance Technologies LLC	5,075	$417.0K
HRT Financial LP	4,059	$333.0K
Caxton Associates LP	4,037	$331.0K
Aigen Investment Management, LP	3,134	$257.0K
Ergoteles LLC	2,670	$219.0K
Virtu Financial LLC	2,579	$212.0K
O'Shaughnessy Asset Management, LLC	1,826	$150.0K

Not filed for Q4 2021 yet (4)

Institutions that held Helios Technologies, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG	37,023	$3.04M
Ameritas Investment Company, LLC	7,048	$579.0K
BBVA USA	1,034	$85.0K
Berman Capital Advisors, LLC	15	$1.00K