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.
Q4 2024 vs. Q3 2024
How the institutions holding Helios Technologies, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 177 | 2 | 173 | −2 |
| Shares | 31.6M | 122.0K | 32.7M | +1.22M (+3.9%) |
| Value | $1.51B | $5.82M | $1.46B | −$42.4M (−2.8%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Helios Technologies, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 172,389 | $7.70M | 0.00% |
| Natixis Advisors, L.P. | 55,151 | $2.46M | 0.00% |
| Renaissance Technologies LLC | 24,175 | $1.08M | 0.00% |
| Dynamic Technology Lab Private Ltd | 20,280 | $905.0K | 0.15% |
| Trexquant Investment LP | 17,455 | $779.2K | 0.01% |
| Natixis Investment Managers International | 17,070 | $762.0K | 0.06% |
| HSBC Holdings PLC | 14,323 | $637.8K | 0.00% |
| Commonwealth Equity Services, LLC | 11,577 | $517.0K | 0.00% |
| KLP Kapitalforvaltning AS | 7,400 | $330.3K | 0.00% |
| Police & Firemen's Retirement System of New Jersey | 7,136 | $318.6K | 0.00% |
| Ameritas Advisory Services, LLC | 7,048 | $314.6K | 0.01% |
| Dark Forest Capital Management LP | 4,802 | $214.4K | 0.03% |
| Creative Planning | 485 | $21.6K | 0.00% |
| Spartan Fund Management Inc. | 9,000 | $17.6K | 0.06% |
| Quarry LP | 202 | $9.02K | 0.00% |
| Parallel Advisors, LLC | 46 | $2.05K | 0.00% |
| MAI Capital Management | 35 | $1.56K | 0.00% |
| EverSource Wealth Advisors, LLC | 12 | $536 | 0.00% |
| IFP Advisors, Inc | 0 | $179 | 0.00% |
| Global Financial Private Client, LLC | 1 | $45 | 0.00% |
| Parkworth Wealth Management, Inc. | 1 | $45 | 0.00% |
Sold out (23)
Institutions that held Helios Technologies, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Deerfield Management Company, L.P. (Series C) | 19,995 | $953.8K |
| Penn Capital Management Co Inc | 19,635 | $936.6K |
| Intrepid Capital Management Inc | 19,203 | $916.0K |
| Jacobs Levy Equity Management, Inc | 16,561 | $790.0K |
| Quest Partners LLC | 13,054 | $622.7K |
| Quantbot Technologies LP | 10,348 | $493.6K |
| Victory Capital Management Inc | 9,361 | $446.5K |
| Tudor Investment Corp Et Al | 9,060 | $432.2K |
| Campbell & CO Investment Adviser LLC | 8,042 | $383.6K |
| Versor Investments LP | 5,300 | $252.8K |
| Principle Wealth Partners LLC | 5,043 | $240.6K |
| Stephens Inc | 4,298 | $205.0K |
| Pictet Asset Management Holding SA | 4,268 | $203.6K |
| Canada Pension Plan Investment Board | 1,200 | $57.2K |
| nVerses Capital, LLC | 1,200 | $57.2K |
| Acadian Asset Management LLC | 931 | $44.0K |
| Principal Securities, Inc. | 275 | $13.1K |
| Ashton Thomas Securities, LLC | 147 | $7.01K |
| Ronald Blue Trust, Inc. | 140 | $6.68K |
| Jaffetilchin Investment Partners, LLC | 100 | $4.77K |
| First Financial Corp | 35 | $1.67K |
| Capital Performance Advisors LLP | 13 | $620 |
| Claris Advisors, LLC | 1 | $48 |
Not filed for Q4 2024 yet (2)
Institutions that held Helios Technologies, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 73,272 | $3.50M |
| B. Metzler seel. Sohn & Co. Holding AG | 48,737 | $2.32M |