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Of the 13 tracked institutions holding HLIO, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.9pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, HLIO (HELIOS TECHNOLOGIES INC) is held with a combined value of $486.18M across 8,061,446 shares. The largest holder is VANGUARD GROUP INC with a position worth $169.15M. 3 funds opened new positions in the most recent quarter. 3 funds increased their holdings. 7 funds reduced their position.
Total Institutional Value
$486.18M
Total Shares Held
8,061,446
Institutional Holders
13
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $169.15M | 0.00% | -1.0% |
| 2 | BlackRock, Inc. | $158.08M | 0.00% | -1.0% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $84.55M | 0.02% | -34.6% |
| 4 | STATE STREET CORP | $50.99M | 0.00% | -1.0% |
| 5 | CITADEL ADVISORS LLC | $7.16M | 0.01% | -3.5% |
| 6 | Point72 Asset Management, L.P. | $4.56M | 0.01% | New |
| 7 | AQR CAPITAL MANAGEMENT LLC | $3.40M | 0.00% | +101.4% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.94M | 0.00% | +14.9% |
| 9 | MILLENNIUM MANAGEMENT LLC | $2.25M | 0.00% | -18.4% |
| 10 | FMR LLC | $1.64M | 0.00% | +2.6% |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of HLIO with a position worth $169.15M, representing 0.00% of their portfolio. In total, 13 institutional investors hold HLIO with a combined value of $486.18M.
In the most recent quarter, 3 funds opened a new position in HLIO. Additionally, 3 increased their holdings and 7 reduced their positions.
Institutional investors hold $486.18M worth of HLIO stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $169.15M 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
$79.83
2026-07-24
YTD
+45.9%
77% of 52-week range
