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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Skyview Investment Advisors, LlcBuy+2,0002,000$179.00Q2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+1,269+8.1%16,900$1.51MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+5858$5.18KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+57,665+52.1%168,281$15.02MQ2 2026Sep 02, 2026
California State Teachers Retirement SystemSell-1,044-2.6%38,750$3.46MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+2,7062,706$241.51KQ2 2026Aug 19, 2026
Capstone Investment Advisors, LlcBuy+5,166+146.7%8,688$775.40KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-109-18.5%480$42.84KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+1,083,0381,083,038$96.66MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+743,426743,426$66.35MQ2 2026Aug 14, 2026
Wellington Management Group LlpSell-419,256-32.1%887,417$79.20MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+141,953141,953$12.67MQ2 2026Aug 14, 2026
Driehaus Capital Management LlcBuy+101,458+51.2%299,426$26.72MQ2 2026Aug 14, 2026
Bank Of America CorpSell-99,391-19.5%411,128$36.69MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+87,493+93.5%181,107$16.16MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Buy+74,988+106.4%145,455$12.98MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+56,905+107.5%109,843$9.80MQ2 2026Aug 14, 2026
Sei Investments CoSell-56,368-36.3%99,109$8.85MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+55,714+652.6%64,251$5.73MQ2 2026Aug 14, 2026
Nomura Asset Management International Inc.Sell-49,972-6.5%718,688$64.14MQ2 2026Aug 14, 2026
Palisade Capital Management, LpBuy+39,70939,709$3.54MQ2 2026Aug 14, 2026
Castleark Management LlcSell-35,000-21.8%125,409$11.19MQ2 2026Aug 14, 2026
Aperture Investors, LlcSell-33,437-11.0%270,566$24.15MQ2 2026Aug 14, 2026
Trexquant Investment LpSell-32,593-31.2%72,014$6.43MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+30,515+58.0%83,114$7.42MQ2 2026Aug 14, 2026
Susquehanna Fundamental Investments, LlcBuy+24,92224,922$2.22MQ2 2026Aug 14, 2026
Barclays PlcSell-24,027-79.5%6,177$551.30KQ2 2026Aug 14, 2026
Jain Global LlcBuy+19,59219,592$1.75MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+17,62117,621$1.57MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+15,981+109.1%30,627$2.73MQ2 2026Aug 14, 2026
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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.