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.

Q1 2022 vs. Q4 2021

How the institutions holding Helios Technologies, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022 All holders in Q4 2021

13F holders of HLIO: Q4 2021 compared with Q1 2022
Measure	Q4 2021	Of which not filed for Q1 2022	Q1 2022	Change
Holders	181	1	185	+5
Shares	29.5M	46	29.5M	−13.1K (0.0%)
Value	$3.10B	$5.00K	$2.36B	−$734.5M (−23.7%)

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Helios Technologies, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to HLIO in Q1 2022
Institution	Shares	Value	% of portfolio
Ceredex Value Advisors LLC	95,100	$7.63M	0.09%
Osterweis Capital Management Inc	84,445	$6.78M	0.37%
HRT Financial LP	28,314	$2.27M	0.02%
Two Sigma Investments, LP	17,038	$1.37M	0.00%
Cornercap Investment Counsel Inc	14,824	$1.19M	0.13%
Healthcare of Ontario Pension Plan Trust Fund	14,008	$1.12M	0.00%
Renaissance Technologies LLC	11,375	$913.0K	0.00%
Algert Global LLC	8,754	$703.0K	0.05%
Jump Financial, LLC	7,700	$618.0K	0.03%
Amalgamated Financial Corp.	5,294	$425.0K	0.00%
Dynamic Technology Lab Private Ltd	4,700	$377.0K	0.04%
ExodusPoint Capital Management, LP	4,163	$334.0K	0.00%
Trexquant Investment LP	3,743	$300.0K	0.01%
Squarepoint Ops LLC	3,688	$296.0K	0.00%
Acuitas Investments, LLC	3,500	$281.0K	0.26%
Gsa Capital Partners LLP	3,372	$271.0K	0.04%
Jane Street Group, LLC	3,268	$262.0K	0.00%
Westwood Holdings Group Inc.	3,227	$259.0K	0.00%
Commonwealth Equity Services, LLC	2,671	$214.0K	0.00%
Dark Forest Capital Management LP	1,601	$128.0K	0.03%
Point72 Hong Kong Ltd	201	$16.0K	0.00%
IFP Advisors, Inc	179	$9.00K	0.00%
Bartlett & Co. Wealth Management LLC	100	$8.03K	0.00%
Bartlett & Co. LLC	100	$8.00K	0.00%
Rockbridge Investment Management, LCC	100	$7.88K	0.00%
Hantz Financial Services, Inc.	54	$4.00K	0.00%
Disciplined Investments, LLC	2	$0	0.00%
Cordant, Inc.	6	$0	0.00%
SJS Investment Consulting Inc.	1	$0	0.00%

Sold out (24)

Institutions that held Helios Technologies, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of HLIO in Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
EAM Investors, LLC	21,126	$2.22M
CSM Advisors, LLC	12,485	$1.31M
Allstate Corp	7,926	$834.0K
IndexIQ Advisors LLC	5,795	$609.0K
Snowden Capital Advisors LLC	4,672	$491.0K
Quadrature Capital Ltd	4,339	$457.0K
Alps Advisors Inc	4,336	$456.0K
DCM Advisors, LLC	3,500	$368.0K
State of Wisconsin Investment Board	3,100	$326.0K
Wesbanco Bank Inc	2,865	$301.0K
Aurora Investment Counsel	2,595	$273.0K
Prudential Financial Inc	2,568	$270.0K
Engineers Gate Manager LP	2,535	$267.0K
Beacon Pointe Advisors, LLC	2,127	$224.0K
Schonfeld Strategic Advisors LLC	2,100	$221.0K
Marco Investment Management LLC	2,037	$214.0K
Stephens Inc	2,015	$212.0K
Pictet Asset Management SA	1,992	$210.0K
Aquatic Capital Management LLC	400	$42.0K
Signet Financial Management, LLC	377	$40.0K
First Horizon Advisors, Inc.	232	$24.0K
CWM, LLC	200	$21.0K
Confluence Wealth Services, Inc.	128	$13.0K
TD Capital Management LLC	1	$0

Not filed for Q1 2022 yet (1)

Institutions that held Helios Technologies, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q4 2021 that haven't filed for Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Bell Investment Advisors, Inc	46	$5.00K