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Of the 12 tracked institutions holding HLIO, 5 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +4.3pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, HLIO (HELIOS TECHNOLOGIES INC) is held with a combined value of $621.15M across 8,229,090 shares. The largest holder is BlackRock, Inc. with a position worth $231.41M. Gotham Asset Management, LLC opened a new position in the most recent quarter. 8 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$621.15M
Total Shares Held
8,229,090
Institutional Holders
12
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $231.41M | 0.00% | +6.1% |
| 2 | VANGUARD GROUP INC | $169.15M | 0.00% | -1.0% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $79.20M | 0.01% | -32.1% |
| 4 | STATE STREET CORP | $75.15M | 0.00% | +6.8% |
| 5 | FMR LLC | $24.05M | 0.00% | +962.5% |
| 6 | CITADEL ADVISORS LLC | $15.02M | 0.01% | +52.1% |
| 7 | Point72 Asset Management, L.P. | $12.98M | 0.02% | +106.4% |
| 8 | AQR CAPITAL MANAGEMENT LLC | $7.42M | 0.00% | +58.0% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $4.67M | 0.00% | +15.1% |
| 10 | Bridgewater Associates, LP | $907.32K | 0.00% | +55.8% |
SEC Schedule 13D (activist) and 13G (passive) filings for HLIO. Filed when an investor acquires 5%+ ownership.
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of HLIO with a position worth $231.41M, representing 0.00% of their portfolio. In total, 12 institutional investors hold HLIO with a combined value of $621.15M.
In the most recent quarter, 1 fund opened a new position in HLIO. Additionally, 8 increased their holdings and 3 reduced their positions.
Institutional investors hold $621.15M worth of HLIO stock across 12 positions. The largest institutional holder is BlackRock, Inc. with $231.41M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HLIO, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HLIO positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$69.48
2026-10-21
YTD
+27.0%
45% of 52-week range
