How many institutional investors hold HLIO?

4 tracked institutional investors disclosed a position in HLIO (HELIOS TECHNOLOGIES INC) in their most recent 13F filing.

Who is the largest institutional holder of HLIO?

Ken Griffin, Citadel Advisors, holds the largest disclosed position in HLIO, valued at $8M.

Where does this HLIO ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

HLIO — HELIOS TECHNOLOGIES INC

Name: HELIOS TECHNOLOGIES INC (HLIO) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About HELIOS TECHNOLOGIES INC (HLIO)

HELIOS TECHNOLOGIES INC (HLIO) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $8M. Across recent filings, tracked investors recorded 1 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in HLIO

100

/100

Strong Institutional Accumulation

Added / Increased1

Reduced0

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track HLIO

/100

Emerging Interest

4investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

HLIO Ownership Composition

How HELIOS TECHNOLOGIES INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

70% of tracked value

Institutions

tracked investors

Total Reported

$15.1M

combined 13F value

Other69.8%
Hedge Funds30.2%

Other(3)

69.8%

Hedge Funds(1)

30.2%

Tracked investors reporting HLIO

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	121.9K	$7.9M	0.00%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	70.5K	$4.6M	0.01%	Mar 31, 2026
Izzy Englander	Millennium Management	34.7K	$2.2M	0.00%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	6.5K	$422.2K	0.00%	Mar 31, 2026

Ken GriffinMar 31, 2026
Citadel Advisors
Shares
121.9K
Value
$7.9M
% Portfolio
0.00%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
70.5K
Value
$4.6M
% Portfolio
0.01%
Izzy EnglanderMar 31, 2026
Millennium Management
Shares
34.7K
Value
$2.2M
% Portfolio
0.00%
Ray DalioMar 31, 2026
Bridgewater Associates
Shares
6.5K
Value
$422.2K
% Portfolio
0.00%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Ray Dalio	New	—	$422.2K	May 15, 2026

Ray Dalio
New
$422.2KMay 15, 2026

Frequently asked questions

How many institutional investors hold HLIO?: 4 tracked institutional investors disclosed a position in HLIO (HELIOS TECHNOLOGIES INC) in their most recent 13F filing.
Who is the largest institutional holder of HLIO?: Ken Griffin, Citadel Advisors, holds the largest disclosed position in HLIO, valued at $8M.
Did institutional ownership of HLIO increase or decrease?: Across recent 13F filings, tracked investors recorded 1 new positions, 0 increased, 0 reduced, and 0 fully exited HLIO.
Where does this HLIO ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.