HELIOS TECHNOLOGIES INC (HLIO) is held by 153 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling HLIO?

In Q1 2026, 92 institutions opened or increased positions in HELIOS TECHNOLOGIES INC while 63 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on HLIO?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for HELIOS TECHNOLOGIES INC.

How many hedge funds hold HLIO?

153 institutional investors report holding HELIOS TECHNOLOGIES INC (HLIO) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HLIO?

As of Q1 2026, tracked institutions in HELIOS TECHNOLOGIES INC show 92 buyers versus 63 sellers — net inflows.

HELIOS TECHNOLOGIES INC

HLIO·42328H109·US·Common Stock·Industrials - Specialty Industrial Machinery-13D/G

153

Holders

(13 Elite)

$1.6B

Total Value

59% (155)

Consensus

92 buying - 63 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 153 funds

13 elite

Who's Trading

Activist

Wellington Management Group LLP3.9%May 15, 2026

ActivistVAVanguard Capital Management5.2%Apr 30, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

ActivistCAConestoga Capital Advisors5.0%Jan 9, 2026

InsiderAMArduini MatteoSell $109KDec 5, 2025

InsiderSDSacchi DianaSell $36KNov 5, 2025

Activist

WASATCH ADVISORS LP2.7%Jun 6, 2025

View all insider trades View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	2.4M(-1.0%)	$158.1M	0.0%	+83.10%	0
DIMENSIONAL FUND ADVISORS LP	Increased	1.6M(+0.4%)	$104.7M	0.0%	+40.38%	30
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	1.5M	$97.4M	0.0%	+12.65%	41
VAVANGUARD CAPITAL MANAGEMENT LLC	New	1.5M	$95.6M	0.0%	+12.65%	41
WELLINGTON MANAGEMENT GROUP LLP	Decreased	1.3M(-34.6%)	$84.6M	0.0%	+58.36%	0
JENNISON ASSOCIATES LLC	Increased	1M(+30.1%)	$67M	0.0%	+37.78%	37
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	931,008(+58.5%)	$60.2M	0.2%	+63.33%	50
GEODE CAPITAL MANAGEMENT, LLC	Increased	836,831(+6.3%)	$54.2M	0.0%	+59.95%	31
WASATCH ADVISORS LP	Increased	799,008(+35.4%)	$51.7M	0.3%	+40.43%	45
STATE STREET CORP	Decreased	788,009(-1.0%)	$51M	0.0%	+80.57%	0
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Increased	768,660(+523.2%)	$49.7M	0.1%	+17.11%	47
AMERIPRISE FINANCIAL INC	Increased	739,261(+42.3%)	$47.8M	0.0%	+45.68%	39
Neuberger Berman Group LLC	Increased	711,798(+1.1%)	$46M	0.0%	+64.40%	29
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Decreased	693,072(-8.7%)	$44.8M	0.5%	+77.74%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	544,241(-6.6%)	$35.2M	0.0%	+85.20%	0
VOYA INVESTMENT MANAGEMENT LLC	Increased	516,919(+6.2%)	$33.4M	0.0%	+45.32%	31
BANK OF AMERICA CORP /DE/	Decreased	510,519(-22.5%)	$33M	0.0%	+89.93%	0
GOLDMAN SACHS GROUP INC	Increased	449,101(+40.3%)	$29.1M	0.0%	+60.99%	38
Janus Henderson Group Ltd.	Decreased	448,501(-5.6%)	$29M	0.0%	+69.89%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	420,051(-2.2%)	$27.2M	0.0%	+64.42%	0