Helios Technologies

HLIO • NYSE

Helios Technologies is a industrial - machinery company in the industrials sector on NYSE, led by Sean Bagan, with a market cap of $1.9B. As of Q3 2025, 99% of shares are held by 199 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.63%.

President and Chief Executive OfficerSean Bagan

Market Cap$1.9B

Industrial - Machinery

Industrials

Employees2.7K

Websiteheliostechnologies.com

Country

United States of America

Overview

Overview of institutional ownership in HLIO as of Q3 2025 with a market cap of $1.7B

All Institutions

Institutions: 199
Value Held: $1.7B
Shares Held: 32.8M
Avg Position: $8.6M
Median Position: $629.7K

Hedge Funds

Hedge Funds: 26
Value Held: $106.7M
Shares Held: 2.0M
Avg Position: $4.1M
Median Position: $571.6K

Ownership Breakdown

Institutional (non-HF)

92.92%

$1.6B

Hedge Funds

6.17%

$106.7M

Retail & Other

0.91%

$15.7M

Based on market cap of $1.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in HLIO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$166.4M 0.00% of portfolio	9.63% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$128.2M 0.00% of portfolio	7.42% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
Conestoga Capital Advisors, LLC Long Only Manager	Joseph Francis Monahan Partner	$86.5M 1.39% of portfolio	5.01% 1.7M shares	Q1 2013 Held for 12y 8m	$6.2B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$84.8M 0.02% of portfolio	4.91% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	Teresa Joy Rasmussen CEO	$79.8M 0.17% of portfolio	4.62% 1.5M shares	Q1 2020 Held for 5y 8m	$48.0B
S Sara-Bay Financial RIA/Wealth	Benjamin Michael Hard President	$62.9M 17.66% of portfolio	3.64% 1.2M shares	Q2 2020 Held for 5y 5m	$356.2M
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	Cory Lawrence Martin CEO	$60.9M 0.19% of portfolio	3.52% 1.2M shares	Q2 2024 Held for 1y 5m	$31.4B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$48.5M 0.01% of portfolio	2.80% 929.7K shares	Q4 2020 Held for 4y 11m	$571.21B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$44.6M 0.24% of portfolio	2.58% 854.7K shares	Q3 2017 Held for 8y 2m	$18.6B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$44.2M 0.03% of portfolio	2.56% 847.4K shares	Q3 2022 Held for 3y 2m	$161.58B

Net Capital Flow

Institutional buying and selling activity for HLIO in Q3 2025

Traded: +$83.1M
Buyers: 101
Sellers: 102
Total Bought: +$237.2M
Total Sold: −$154.1M
Avg Position: $7.5M

Biggest Buyers

Institution	Net Bought	Current Position
ACK Asset Management LLC Hedge Fund•Long/Short	+$40.1M +770.0K shares	$40.1M 770.0K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$39.5M +757.8K shares	$39.5M 757.8K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$16.0M +306.7K shares	$31.0M 594.4K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$14.6M +280.0K shares	$14.6M 280.0K shares
B BESSEMER GROUP INC Institution	+$14.3M +273.8K shares	$14.3M 273.8K shares
N Neuberger Berman Group LLC Institution	+$11.6M +223.1K shares	$37.0M 709.5K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	+$9.3M +178.4K shares	$9.3M 178.4K shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Long Only Manager	+$8.9M +170.1K shares	$40.4M 775.4K shares
AMERIPRISE FINANCIAL INC Institution	+$8.7M +167.4K shares	$27.9M 534.5K shares
N Nuveen, LLC Institution	+$7.3M +139.4K shares	$17.5M 335.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Conestoga Capital Advisors, LLC Long Only Manager	−$15.3M −294.4K shares	$86.5M 1.7M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$14.9M −285.8K shares	$48.5M 929.7K shares
Ceredex Value Advisors LLC Long Only Manager	−$11.7M −225.2K shares	$10.1M 192.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$9.4M −180.2K shares	$5.0M 95.8K shares
D DEPRINCE RACE & ZOLLO INC Long Only Manager	−$8.6M −164.2K shares	$44.1M 846.3K shares
BANK OF AMERICA CORP /DE/ Institution	−$7.4M −142.4K shares	$41.2M 789.9K shares
C Cubist Systematic Strategies, LLC Institution	−$5.6M −168.7K shares	Sold Off 0 shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	−$5.0M −95.7K shares	$60.9M 1.2M shares
D DARK FOREST CAPITAL MANAGEMENT LP Pension/Endowment	−$4.5M −86.5K shares	$1.2M 22.4K shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$4.2M −126.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HLIO in Q3 2025

New Positions: 18
New Value: $10.0M
Exited Positions: 28
Exited Value: $26.7M

New Positions

Institution	Position Value
CASTLEARK MANAGEMENT LLC Long Only Manager	$3.5M 66.9K shares
CONGRESS ASSET MANAGEMENT CO /MA Long Only Manager	$3.1M 58.8K shares
FRANKLIN RESOURCES INC Institution	$617.2K 11.8K shares
FORMULA GROWTH LTD Hedge Fund•Long/Short	$573.4K 11.0K shares
Robeco Investment Management, Inc. Long Only Manager	$368.6K 7.1K shares
B Bridgefront Capital, LLC Hedge Fund•Quant	$352.9K 6.8K shares
Counterpoint Mutual Funds LLC ETF Provider	$335.8K 6.4K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$332.1K 6.4K shares
Pinnacle Wealth Management Advisory Group, LLC RIA/Wealth	$225.5K 4.3K shares
Cetera Investment Advisers RIA/Wealth	$221.1K 4.2K shares

Exited Positions

Institution	Previous Position
C Cubist Systematic Strategies, LLC Institution	$5.6M 168.7K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$4.2M 126.2K shares
J Jump Financial, LLC Institution	$3.1M 93.2K shares
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	$2.8M 84.1K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$2.5M 74.3K shares
Engineers Gate Manager LP Hedge Fund•Quant	$1.7M 49.9K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.1M 31.9K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$847.0K 25.4K shares
H HRT FINANCIAL LLC Institution	$752.2K 22.5K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	$653.9K 19.6K shares

Options Activity

Institutions with the largest Call and Put options positions in HLIO as of Q3 2025

Call Positions: 2
Call Value: $2.3M
Put Positions: 1
Put Value: $1.0M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.8M 342.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$563.0K 108.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.0M 192.0 contracts

Most Committed Institutions

Institutions with HLIO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Sara-Bay Financial RIA/Wealth	Benjamin Michael Hard President	17.66% $62.9M	3.64% 1.2M shares	Q2 2020 Held for 5y 5m	$356.2M
ACK Asset Management LLC Hedge Fund•Long/Short	John Henry Reilly Managing Partner	4.78% $40.1M	2.32% 770.0K shares	Q3 2025 Held for 2 months	$839.5M
I IAT REINSURANCE CO LTD. Institution	-	4.02% $15.6M	0.90% 300.0K shares	Q4 2014 Held for 10y 11m	$388.9M
Conestoga Capital Advisors, LLC Long Only Manager	Joseph Francis Monahan Partner	1.39% $86.5M	5.01% 1.7M shares	Q1 2013 Held for 12y 8m	$6.2B
D DEPRINCE RACE & ZOLLO INC Long Only Manager	Jr. Victor Zollo CEO	0.88% $44.1M	2.55% 846.3K shares	Q2 2025 Held for 5 months	$5.0B
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	Donald M Cobin CEO	0.88% $39.5M	2.29% 757.8K shares	Q3 2025 Held for 2 months	$4.5B
Advantage Alpha Capital Partners LP Hedge Fund•Market Neutral	Anthony Pir Brenner Chairman	0.83% $2.8M	0.16% 53.0K shares	Q3 2020 Held for 5y 2m	$331.9M
Semanteon Capital Management, LP Hedge Fund•Long/Short	Rajat Lal Managing Partner	0.71% $569.8K	0.03% 10.9K shares	Q1 2025 Held for 8 months	$79.7M
Jackson Creek Investment Advisors LLC Long Only Manager	Mark Frederick Jaeger Managing Partner	0.39% $1.3M	0.08% 25.6K shares	Q3 2025 Held for 2 months	$345.2M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Long Only Manager	Christopher David Wallis CEO	0.37% $40.4M	2.34% 775.4K shares	Q3 2024 Held for 1y 2m	$11.0B

Hedge Fund Spotlight

Discover hedge funds investing in HLIO

AIGEN INVESTMENT MANAGEMENT, LP

Hedge Fund • Long/Short

Portfolio ManagerJuhua Zhu

Portfolio Value: $646.1M
Positions: 764
Last Reported: Q3 2025

Sector Allocation

Position in Helios Technologies

Market Value: $394.4K
Shares Held: 7.6K
Portfolio Weight: 0.06%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$7.1M	1.10%
2 Honeywell International HON	Conglomerates Industrials	$7.1M	1.10%
3 Boston Scientific BSX	Medical - Devices Healthcare	$6.7M	1.04%