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 2023 vs. Q1 2023
How the institutions holding Helios Technologies, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 176 | 1 | 170 | −5 |
| Shares | 30.2M | 19.3K | 30.7M | +470.6K (+1.6%) |
| Value | $1.98B | $1.26M | $2.02B | +$42.8M (+2.2%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Helios Technologies, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 75,209 | $4.97M | 0.03% |
| Sapience Investments, LLC | 72,250 | $4.78M | 1.07% |
| Millennium Management LLC | 27,912 | $1.84M | 0.00% |
| Russell Investments Group, Ltd. | 24,858 | $1.64M | 0.00% |
| Pinnacle Associates Ltd | 19,297 | $1.28M | 0.02% |
| CI Private Wealth, LLC | 6,210 | $410.4K | 0.00% |
| Balyasny Asset Management LLC | 4,255 | $281.2K | 0.00% |
| Commonwealth Equity Services, LLC | 3,737 | $247.0K | 0.00% |
| Lindenwold Advisors | 3,535 | $233.6K | 0.14% |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $198.3K | 0.00% |
| Aquatic Capital Management LLC | 1,200 | $79.0K | 0.00% |
| GWM Advisors LLC | 35 | $2.31K | 0.00% |
| Barclays PLC | 21 | $1.39K | 0.00% |
| Addison Advisors LLC | 9 | $595 | 0.00% |
| Northwestern Mutual Wealth Management Co | 7 | $463 | 0.00% |
| Comerica Bank | 134,068 | $0 | 0.00% |
Sold out (21)
Institutions that held Helios Technologies, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Point72 Asset Management, L.P. | 215,800 | $14.1M |
| Polar Asset Management Partners Inc. | 187,900 | $12.3M |
| Jennison Associates LLC | 154,847 | $10.1M |
| Dynamic Technology Lab Private Ltd | 14,472 | $946.0K |
| Jackson Creek Investment Advisors LLC | 13,151 | $860.0K |
| SG Americas Securities, LLC | 11,091 | $725.0K |
| ExodusPoint Capital Management, LP | 9,401 | $615.0K |
| Ameritas Advisory Services, LLC | 7,048 | $435.1K |
| Cubist Systematic Strategies, LLC | 6,561 | $429.1K |
| First Republic Investment Management, Inc. | 4,380 | $286.5K |
| Qube Research & Technologies Ltd | 4,298 | $281.1K |
| Ceredex Value Advisors LLC | 625 | $40.9K |
| Simplex Trading, LLC | 68 | $4.00K |
| Fisher Asset Management, LLC | 30 | $1.96K |
| Schubert & Co | 16 | $1.05K |
| Steward Financial Group LLC | 19 | $1.00K |
| Advisory Services Network, LLC | 15 | $981 |
| Lindbrook Capital, LLC | 13 | $850 |
| Syverson Strege & Co | 12 | $785 |
| Baker Avenue Asset Management, LP | 6 | $392 |
| TCI Wealth Advisors, Inc. | 2 | $131 |
Not filed for Q2 2023 yet (1)
Institutions that held Helios Technologies, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Investment Management of Virginia LLC | 19,297 | $1.26M |