HELIOS TECHNOLOGIES INC (HLIO) Institutional Ownership Changes & 13F Activity
HELIOS TECHNOLOGIES INC (HLIO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Wellington Management Group Llp, Tudor Investment Corp Et Al, and Driehaus Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Skyview Investment Advisors, Llc | Buy | +2,000 | — | 2,000 | $179.00 | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +1,269 | +8.1% | 16,900 | $1.51M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +58 | — | 58 | $5.18K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +57,665 | +52.1% | 168,281 | $15.02M | Q2 2026 | Sep 02, 2026 |
| California State Teachers Retirement System | Sell | -1,044 | -2.6% | 38,750 | $3.46M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +2,706 | — | 2,706 | $241.51K | Q2 2026 | Aug 19, 2026 |
| Capstone Investment Advisors, Llc | Buy | +5,166 | +146.7% | 8,688 | $775.40K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -109 | -18.5% | 480 | $42.84K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +1,083,038 | — | 1,083,038 | $96.66M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +743,426 | — | 743,426 | $66.35M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Sell | -419,256 | -32.1% | 887,417 | $79.20M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +141,953 | — | 141,953 | $12.67M | Q2 2026 | Aug 14, 2026 |
| Driehaus Capital Management Llc | Buy | +101,458 | +51.2% | 299,426 | $26.72M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -99,391 | -19.5% | 411,128 | $36.69M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +87,493 | +93.5% | 181,107 | $16.16M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +74,988 | +106.4% | 145,455 | $12.98M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +56,905 | +107.5% | 109,843 | $9.80M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -56,368 | -36.3% | 99,109 | $8.85M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +55,714 | +652.6% | 64,251 | $5.73M | Q2 2026 | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Sell | -49,972 | -6.5% | 718,688 | $64.14M | Q2 2026 | Aug 14, 2026 |
| Palisade Capital Management, Lp | Buy | +39,709 | — | 39,709 | $3.54M | Q2 2026 | Aug 14, 2026 |
| Castleark Management Llc | Sell | -35,000 | -21.8% | 125,409 | $11.19M | Q2 2026 | Aug 14, 2026 |
| Aperture Investors, Llc | Sell | -33,437 | -11.0% | 270,566 | $24.15M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Sell | -32,593 | -31.2% | 72,014 | $6.43M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +30,515 | +58.0% | 83,114 | $7.42M | Q2 2026 | Aug 14, 2026 |
| Susquehanna Fundamental Investments, Llc | Buy | +24,922 | — | 24,922 | $2.22M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -24,027 | -79.5% | 6,177 | $551.30K | Q2 2026 | Aug 14, 2026 |
| Jain Global Llc | Buy | +19,592 | — | 19,592 | $1.75M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +17,621 | — | 17,621 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +15,981 | +109.1% | 30,627 | $2.73M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about HLIO activity
Which institutional owners are buying HLIO?
Institutional owners buying HLIO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HLIO activity?
"Buy" means an investor increased their reported position in HLIO compared to the prior reporting period. This reflects growing exposure to HELIOS TECHNOLOGIES INC (HLIO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HLIO increasing?
Institutional interest in HLIO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HLIO Institutional Insights
- HLIO Overview
- HLIO 13F Institutional Holders
- HLIO Top Institutional Shareholders
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- HLIO Insider Trading & SEC Form 4 Activity
- HLIO Articles
- Top Institutional Investor Stock Rankings