Helios TechnologiesHLIO
13F holders, Q1 2024 (March 31)181holders
5famous investors
$44.47avg. 13F price*
At the end of Q1 2024, 181 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings. The largest holders were Wasatch Advisors LP ($186.3M), Wellington Management Group LLP ($146.5M) and Vanguard Group Inc. ($145.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Helios Technologies Inc.
- CUSIP
- 42328H109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $20.4M |
| Exits | 21 | $12.3M |
Ownership 181 holders
| Wasatch Advisors LP | 0.97% | Add +8.7% | 4,169,735 | $186.3M |
| Wellington Management Group LLP | 0.03% | Add +29.9% | 3,278,538 | $146.5M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 3,243,814 | $145.0M |
| BlackRock Inc. | 0.00% | Reduce -3.3% | 2,319,493 | $103.7M |
| Brown Capital Management LLC | 1.78% | Reduce -27.7% | 2,250,288 | $100.6M |
| Conestoga Capital Advisors, LLC | 1.30% | Add +0.1% | 2,010,417 | $89.8M |
| Thrivent Financial for Lutherans | 0.13% | Add +4.2% | 1,409,738 | $63.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.6% | 1,230,224 | $55.0M |
| Sara-Bay Financial | 19.39% | Reduce -0.3% | 981,197 | $43.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -56.4% | 918,052 | $41.0M |
| State Street Corp. | 0.00% | Add +1.1% | 744,496 | $33.3M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 714,665 | $31.9M |
| Bank of America Corp. | 0.00% | Add +46.4% | 658,519 | $29.4M |
| New York State Common Retirement Fund | 0.02% | Reduce 0.0% | 421,070 | $18.8M |
| Bank of New York Mellon Corp | 0.00% | Add +37.2% | 372,851 | $16.7M |
| Northern Trust Corp. | 0.00% | Reduce -2.9% | 307,386 | $13.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.1% | 295,565 | $13.2M |
| Royce & Associates LP | 0.12% | Add +1.3% | 294,824 | $13.2M |
| Ceredex Value Advisors LLC | 0.23% | Add +1.8% | 293,241 | $13.1M |
| Norges Bank | 0.00% | Reduce -17.3% | 198,462 | $8.9M |
| Silvercrest Asset Management Group LLC | 0.06% | Add +24.7% | 184,915 | $8.3M |
| Millennium Management | 0.01% | Reduce -14.5% | 168,752 | $7.5M |
| Granite Investment Partners, LLC | 0.28% | Add +19.9% | 166,738 | $7.5M |
| Voloridge Investment Management, LLC | 0.03% | Add +36.6% | 159,419 | $7.1M |
| Iat Reinsurance Co. LTD. | 3.34% | No change | 300,000 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 139,405 | $6.2M |
| Comerica Bank | 0.03% | Reduce -4.6% | 139,395 | $6.2M |
| Two Sigma Investments, LP | 0.02% | Add +114.0% | 137,022 | $6.1M |
| Morgan Stanley | 0.00% | Reduce -23.9% | 136,511 | $6.1M |
| Two Sigma Advisers, LP | 0.01% | Add +57.4% | 126,900 | $5.7M |
| Citadel Advisors | 0.01% | Reduce -14.1% | 126,256 | $5.6M |
| Sei Investments Co. | 0.01% | Add +16.1% | 117,032 | $5.2M |
| D. E. Shaw & Co. | 0.01% | Add +64.6% | 113,943 | $5.1M |
| Penn Capital Management Company, LLC | 0.41% | Add +169.2% | 103,745 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.7% | 97,603 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +18.9% | 95,440 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +236.2% | 93,313 | $4.2M |
| Nuveen Asset Management, LLC | 0.00% | No change | 87,464 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +239.3% | 82,179 | $3.7M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -0.5% | 80,486 | $3.6M |
| Sapience Investments, LLC | 1.12% | Reduce -15.5% | 75,602 | $3.4M |
| Keeley-Teton Advisors, LLC | 0.41% | New | 73,691 | $3.3M |
| Kennedy Capital Management LLC | 0.07% | Reduce -25.4% | 71,960 | $3.2M |
| King Luther Capital Management Corp. | 0.01% | Reduce -0.0% | 66,907 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 65,374 | $2.9M |
| Swiss National Bank | 0.00% | No change | 65,100 | $2.9M |
| Isthmus Partners, LLC | 0.32% | Add +64.8% | 62,999 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.0% | 60,463 | $2.7M |
| Advantage Alpha Capital Partners LP | 0.49% | Add +40.3% | 58,840 | $2.6M |
| Renaissance Technologies | 0.00% | New | 55,675 | $2.5M |
| Raymond James & Associates | 0.00% | Add +14.3% | 55,554 | $2.5M |
| Invesco Ltd. | 0.00% | Add +17.3% | 54,012 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +121.7% | 52,414 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +2.6% | 48,015 | $2.1M |
| UBS Group AG | 0.00% | Reduce -9.5% | 46,161 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +14.2% | 45,566 | $2.0M |
| Tudor Investment Corporation | 0.02% | New | 45,119 | $2.0M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +4.3% | 38,143 | $1.7M |
| Marshall Wace, LLP | 0.00% | New | 38,091 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | New | 37,536 | $1.7M |
| Alliancebernstein L.P. | 0.00% | No change | 36,850 | $1.6M |
| GHP Investment Advisors, Inc. | 0.08% | Add +19.4% | 36,205 | $1.6M |
| Barclays PLC | 0.00% | Reduce -36.8% | 35,625 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -18.5% | 34,886 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +5.9% | 34,554 | $1.5M |
| Legal & General Group Plc | 0.00% | Reduce -0.5% | 33,238 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 33,067 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | New | 31,850 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.1% | 31,812 | $1.4M |
| Credit Suisse AG/ | 0.00% | Add +0.4% | 30,843 | $1.4M |
| Madison Asset Management, LLC | 0.02% | Reduce -0.4% | 29,875 | $1.3M |
| Numerai GP LLC | 0.56% | Add +508.2% | 28,994 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -43.0% | 25,478 | $1.1M |
| Jump Financial, LLC | 0.03% | Reduce -10.8% | 22,797 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -6.2% | 14,249 | $924K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +45.6% | 13,625 | $891K |
| Gsa Capital Partners LLP | 0.07% | Add +53.2% | 19,939 | $891K |
| Intrepid Capital Management Inc. | 0.56% | Reduce -4.5% | 19,203 | $858K |
| Cardinal Capital Management | 0.14% | New | 18,651 | $834K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.4% | 18,592 | $831K |
| Deutsche Bank AG | 0.00% | Add +8.2% | 18,388 | $822K |
| MetLife Investment Management, LLC | 0.01% | No change | 17,500 | $782K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -21.3% | 16,502 | $737K |
| American Century Companies Inc. | 0.00% | Reduce -2.8% | 16,488 | $737K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 16,357 | $731K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.0% | 16,074 | $718K |
| Jane Street Group, LLC | 0.00% | New | 15,875 | $709K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.2% | 14,269 | $638K |
| Janus Henderson Group PLC | 0.00% | No change | 13,977 | $625K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.5% | 13,262 | $593K |
| Aquatic Capital Management LLC | 0.02% | Add +239.5% | 12,900 | $577K |
| TD Asset Management Inc | 0.00% | Reduce -65.0% | 12,506 | $559K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +326.5% | 12,364 | $553K |
| Brown Advisory Inc. | 0.00% | No change | 12,273 | $548K |
| Trexquant Investment LP | 0.01% | New | 11,765 | $526K |
| Bayesian Capital Management, LP | 0.05% | New | 11,482 | $513K |
| Clean Yield Group | 0.20% | Reduce -2.6% | 11,344 | $507K |
| Voya Investment Management LLC | 0.00% | Reduce -17.5% | 11,082 | $495K |
| Victory Capital Management Inc. | 0.00% | Add +17.4% | 11,077 | $495K |
| Glenmede Trust Co. NA | 0.00% | Add +10.6% | 10,966 | $490K |
| Wells Fargo & Company | 0.00% | Reduce -58.2% | 10,594 | $473K |
| HRT Financial LP | 0.00% | New | 10,526 | $470K |
| ExodusPoint Capital Management, LP | 0.01% | New | 10,368 | $463K |
| Dynamic Technology Lab Private Ltd | 0.05% | Add +9.2% | 10,300 | $460K |
| Wrapmanager Inc. | 0.13% | Add +30.1% | 10,222 | $457K |
| Verition Fund Management LLC | 0.00% | New | 10,212 | $456K |
| Dark Forest Capital Management LP | 0.08% | Reduce -8.5% | 10,130 | $453K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 10,025 | $448K |
| Occudo Quantitative Strategies LP | 0.08% | New | 9,974 | $446K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -4.4% | 9,970 | $446K |
| Arizona State Retirement System | 0.00% | Reduce -1.6% | 9,084 | $406K |
| Engineers Gate Manager LP | 0.01% | New | 9,048 | $404K |
| Capstone Investment Advisors, LLC | 0.01% | New | 8,875 | $397K |
| XTX Topco Ltd | 0.05% | New | 8,459 | $378K |
| New York Life Investment Management LLC | 0.00% | Add +58.4% | 8,394 | $375K |
| Inspire Investing, LLC | 0.04% | New | 8,131 | $363K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 7,926 | $354K |
| Trust Point Inc. | 0.03% | New | 7,783 | $348K |
| Azzad Asset Management Inc. | 0.04% | Add +3.6% | 7,665 | $343K |
| Quantbot Technologies LP | 0.02% | Reduce -53.7% | 7,652 | $342K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -23.9% | 7,513 | $336K |
| Old National Bancorp | 0.01% | Add +0.3% | 7,284 | $326K |
| Aviance Capital Partners, LLC | 0.05% | No change | 7,087 | $317K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,048 | $315K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,858 | $306K |
| Entropy Technologies, LP | 0.03% | New | 6,760 | $302K |
| Citigroup Inc. | 0.00% | Reduce -58.5% | 6,407 | $286K |
| Empower Advisory Group, LLC | 0.00% | No change | 6,150 | $275K |
| ProShare Advisors LLC | 0.00% | Add +8.6% | 5,964 | $267K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,639 | $252K |
| MQS Management LLC | 0.14% | New | 5,497 | $246K |
| Principle Wealth Partners LLC | 0.02% | No change | 5,043 | $225K |
| Procyon Advisors, LLC | 0.02% | New | 4,716 | $211K |
| Walleye Capital LLC | 0.00% | New | 4,700 | $210K |
| Clearstead Advisors, LLC | 0.01% | No change | 3,750 | $192K |
| Truvestments Capital LLC | 0.06% | No change | 3,750 | $168K |
| PEAK6 Investments LLC | 0.01% | Add +23.0% | 3,653 | $163K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,258 | $146K |
| State of Wyoming | 0.02% | Reduce -77.2% | 3,179 | $142K |
| EntryPoint Capital, LLC | 0.12% | New | 2,966 | $133K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.7% | 2,309 | $102K |
| US Bancorp \de | 0.00% | Reduce -43.2% | 2,001 | $89K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -50.0% | 1,891 | $85K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -10.6% | 1,756 | $78K |
| Amalgamated Bank | 0.00% | Reduce -76.0% | 1,114 | $50K |
| Fifth Third Bancorp | 0.00% | Add +10.8% | 1,013 | $45K |
| Quarry LP | 0.01% | New | 769 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.5% | 667 | $30K |
| FMR LLC | 0.00% | Add +13.6% | 653 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -87.3% | 549 | $25K |
| Avalon Trust Co | 0.00% | No change | 400 | $18K |
| Signaturefd, LLC | 0.00% | No change | 400 | $18K |
| Caldwell Trust Co | 0.00% | No change | 370 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 334 | $15K |
| Principal Securities, Inc. | 0.00% | Reduce -11.3% | 275 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 235 | $11K |
| Cwm, LLC | 0.00% | Reduce -21.8% | 233 | $10K |
| Raffa Wealth Management, LLC | 0.00% | New | 202 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | New | 170 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 150 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 88 | $4K |
| Private Trust Co. NA | 0.00% | No change | 70 | $3K |
| Allworth Financial LP | 0.00% | Add +2100.0% | 66 | $3K |
| Mather Group, Llc. | 0.00% | New | 65 | $3K |
| First Financial Corp. | 0.00% | New | 35 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 28 | $1K |
| Covestor Ltd | 0.00% | Add +225.0% | 13 | $1K |
| Ostrum Asset Management | 0.00% | Reduce -95.5% | 19 | $849 |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 15 | $670 |
| First Horizon Advisors, Inc. | 0.00% | Reduce -97.2% | 15 | $670 |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $447 |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $447 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -16.7% | 10 | $447 |
| GAMMA Investing LLC | 0.00% | Reduce -11.1% | 8 | $358 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 7 | $313 |
| Quadrant Capital Group LLC | 0.00% | New | 7 | $313 |
| Avior Wealth Management, LLC | 0.00% | New | 6 | $268 |
| Rothschild Investment LLC | 0.00% | New | 5 | $223 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $220 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.0% | 4 | $179 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -20.0% | 4 | $179 |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.