Skip to main content

HELIOS TECHNOLOGIES, INC. hedge fund holdings

HLIONYSE
$71.71+2.82 (+4.09%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

HLIO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+37.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20259263$172M$200M173Aug 14, 2025
Q3 20257477$217M$173M186Nov 14, 2025
Q4 20256970$220M$211M205Feb 14, 2026
Q1 202610370$243M$227M241May 15, 2026
Q2 202611479$349M$289M267Aug 14, 2026

Quarterly action breakdown

Q2 2026
267 filers
New position
45
$76.6M+858K sh
Increased
69
$272M+3.05M sh
Reduced
67
-$236M-2.65M sh
Out / sold
12
-$52.7M-591K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPReduce 32.09%-$37.4M$79.2M0.01%Aug 14, 2026
Conestoga Capital Advisors, LLCReduce 18.18%-$21.5M$96.8M2.11%Jul 24, 2026
Wasatch Advisors LPReduce 17.39%-$12.4M$58.9M0.39%Jul 10, 2026
Intrinsic Edge Capital Management LLCNew Buy+$11.6M$11.6M1.20%Aug 12, 2026
Schroder Investment Management GroupSell 100%-$11.1M$00.00%Aug 13, 2026
Aberdeen Group plcAdded 37.40%+$9.65M$35.5M0.05%Jul 31, 2026
Driehaus Capital Management LLCAdded 51.25%+$9.06M$26.7M0.15%Aug 14, 2026
ACK Asset Management LLCReduce 12.73%-$8.87M$60.8M7.10%Aug 13, 2026
William Blair Investment Management, LLCReduce 10.40%-$8.64M$74.5M0.22%Aug 12, 2026
Public Sector Pension Investment BoardNew Buy+$8.44M$8.44M0.02%Aug 13, 2026
Leeward Investments, LLC - MAAdded 40.04%+$5.33M$18.7M0.85%Jul 30, 2026
Jennison Associates LLCReduce 5.64%-$5.21M$87.2M0.05%Aug 3, 2026
Congress Asset Management CoAdded 78.00%+$4.9M$11.2M0.07%Jul 7, 2026
Telemark Asset Management, LLCNew Buy+$4.46M$4.46M0.32%Aug 10, 2026
Nomura Asset Management International Inc.Reduce 6.50%-$4.46M$64.1M0.10%Aug 14, 2026
Palisade Capital Management, LPNew Buy+$3.54M$3.54M0.15%Aug 14, 2026
Castleark Management LLCReduce 21.82%-$3.12M$11.2M0.30%Aug 14, 2026
Aperture Investors, LLCReduce 11.00%-$2.98M$24.1M2.18%Aug 14, 2026
NFJ Investment Group, LLCNew Buy+$2.82M$2.82M0.10%Aug 11, 2026
Ceredex Value Advisors LLCReduce 19.50%-$2.59M$10.7M0.30%Aug 11, 2026
Susquehanna Fundamental Investments, LLCNew Buy+$2.22M$2.22M0.04%Aug 14, 2026
Knights of Columbus Asset Advisors LLCAdded 120.36%+$1.87M$3.42M0.17%Jul 31, 2026
Jain Global LLCNew Buy+$1.75M$1.75M0.01%Aug 14, 2026
First Trust Advisors LPReduce 57.39%-$1.44M$1.07M0.00%Aug 11, 2026
State of New Jersey Common Pension Fund DReduce 52.00%-$1.42M$1.31M0.00%Aug 4, 2026
Jackson Creek Investment Advisors LLCNew Buy+$1.41M$1.41M0.47%Aug 10, 2026
Silvercrest Asset Management Group LLCReduce 8.25%-$1.33M$14.8M0.10%Aug 14, 2026
Integrated Quantitative Investments LLCNew Buy+$974K$974K0.16%Aug 14, 2026
Harbor Capital Advisors, Inc.Reduce 29.56%-$949K$2.26M0.15%Aug 7, 2026
Gotham Asset Management, LLCNew Buy+$881K$881K0.00%Aug 14, 2026
Canada Pension Plan Investment BoardNew Buy+$839K$839K0.00%Aug 14, 2026
Diamond Hill Capital Management, LLC (Investment Advisor)Reduce 38.74%-$794K$1.25M0.01%Aug 6, 2026
Nordea Investment Management ABNew Buy+$782K$782K0.00%Aug 5, 2026
King Luther Capital Management CorpAdded 16.46%+$769K$5.44M0.02%Aug 10, 2026
Sara-Bay FinancialReduce 0.63%-$646K$102M27.26%Jul 17, 2026
Edgestream Partners, L.P.New Buy+$634K$634K0.02%Aug 11, 2026
Thrivent Financial for LutheransReduce 0.72%-$592K$82M0.14%Aug 14, 2026
Kennedy Capital Management LLCReduce 2.81%-$574K$19.9M0.35%Aug 14, 2026
EntryPoint Capital, LLCReduce 22.44%-$473K$1.63M0.40%Aug 13, 2026
Rice Hall James & Associates, LLCReduce 9.96%-$395K$3.57M0.17%Aug 7, 2026
D.A. Davidson & Co.Reduce 13.48%-$373K$2.39M0.01%Jul 24, 2026
Swiss Life Asset Management LtdNew Buy+$336K$336K0.00%Jul 29, 2026
Bridgewater Associates, LPAdded 55.82%+$325K$907K0.00%Aug 14, 2026
Jackson Square Capital, LLCNew Buy+$295K$295K0.04%Jul 21, 2026
T. Rowe Price Investment Management, Inc.Reduce 0.41%-$290K$69.5M0.05%Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLCReduce 36.53%-$288K$500K0.03%Aug 5, 2026
Bridgefront Capital, LLCReduce 36.55%-$252K$437K0.12%Aug 14, 2026
Bayforest Capital LtdNew Buy+$250K$250K0.23%Aug 5, 2026
Quantinno Capital Management LPAdded 18.45%+$238K$1.53M0.00%Aug 13, 2026
Isthmus Partners, LLCNew Buy+$238K$238K0.02%Jul 20, 2026
Inspire Advisors, LLCSell 100%-$236K$00.00%Aug 13, 2026
Quantedge Capital Pte LtdReduce 28.26%-$232K$589K0.45%Aug 6, 2026
Marco Investment Management LLCNew Buy+$228K$228K0.02%Aug 3, 2026
Syon Capital LLCNew Buy+$220K$220K0.01%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 10.37%+$203K$2.16M0.00%Aug 13, 2026
Farringdon Capital, Ltd.Sell 100%-$201K$00.00%Aug 12, 2026
Campbell & CO Investment Adviser LLCReduce 26.39%-$177K$494K0.03%Aug 3, 2026
GHP Investment Advisors, Inc.Added 4.19%+$159K$3.96M0.15%Jul 20, 2026
B. Metzler seel. Sohn & Co. AGReduce 7.85%-$121K$1.42M0.01%Aug 11, 2026
Kemnay Advisory Services Inc.Reduce 83.02%-$94.2K$19.3K0.00%Aug 14, 2026
Tokio Marine Asset Management Co LtdNew Buy+$81.2K$81.2K0.00%Jul 30, 2026
Keybank National AssociationReduce 13.85%-$71.3K$443K0.00%Jul 28, 2026
Xponance LLCAdded 24.01%+$67K$346K0.00%Aug 10, 2026
CANADA LIFE ASSURANCE CoAdded 24.91%+$64.4K$323K0.00%Aug 13, 2026
Pictet Asset Management Holding SAReduce 10.03%-$53.5K$479K0.00%Jul 30, 2026
Quarry LPReduce 92.79%-$37.9K$2.95K0.00%Aug 14, 2026
Summit Securities Group LLCNew Buy+$37K$37K0.00%Aug 3, 2026
Pinnacle Associates LtdAdded 1.33%+$33.6K$2.57M0.03%Aug 3, 2026
Bessemer Group IncReduce 17.88%-$24.8K$114K0.00%Aug 12, 2026
Inspire Investing, LLCReduce 3.39%-$23.8K$680K0.03%Aug 12, 2026
Institute for Wealth Management, LLC.New Buy+$18.5K$18.5K0.00%Jul 28, 2026
Accent Capital Management, LLCNew Buy+$11.8K$11.8K0.01%Aug 12, 2026
Central Pacific Bank - Trust DivisionSell 100%-$10.4K$00.00%Jul 7, 2026
Wall Street Financial Group, Inc.Sell 100%-$8.61K$00.00%Jul 14, 2026
R Squared LtdAdded 1.91%+$7.41K$394K0.21%Aug 5, 2026
Legacy Wealth Asset Management, LLCAdded 1.72%+$6.16K$365K0.08%Jul 9, 2026
Contravisory Investment Management, Inc.Added 1.89%+$6.16K$331K0.06%Jul 9, 2026
Fox Run Management, L.L.C.Reduce 0.99%-$5.62K$561K0.09%Aug 4, 2026
Cullen/Frost Bankers, Inc.Reduce 86.21%-$2.33K$3730.00%Jul 27, 2026
Bellevue Asset Management, LLCNew Buy+$1.43K$1.43K0.00%Aug 4, 2026
Quent Capital, LLCNew Buy+$1.43K$1.43K0.00%Aug 7, 2026
WPG Advisers, LLCNew Buy+$1.34K$1.34K0.00%Aug 6, 2026
Bare Financial Services, IncAdded 71.43%+$1.34K$3.21K0.00%Jul 27, 2026
Bell Investment Advisors, IncAdded 70.00%+$625$1.52K0.00%Aug 7, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 1.75%-$625$35.1K0.00%Aug 13, 2026
Strengthening Families & Communities, LLCNew Buy+$536$5360.00%Aug 11, 2026
Moneta Group Investment Advisors LLCReduce 0.06%-$535$895K0.01%Aug 14, 2026
Keating Financial Advisory Services, Inc.New Buy+$89$890.00%Aug 11, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.