$68.96
+0.83 (+1.22%)
Market Cap
$2.3B
Shares Outstanding
33,107,113
Institutional Holders
184
Total Inst. Value
$896.5M
% of Float Held
96.9%
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
39
Closed Positions
22
Increased
65
Decreased
50
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WASATCH ADVISORS LP | $109.3M | 3,407,368 |
| 2 | VANGUARD GROUP INC | $105.8M | 3,296,258 |
| 3 | BlackRock, Inc. | $77.9M | 2,427,341 |
| 4 | Conestoga Capital Advisors, LLC | $63.3M | 1,971,463 |
| 5 | DIMENSIONAL FUND ADVISORS LP | $48.4M | 1,506,946 |
| 6 | Sara-Bay FinancialNew | $39.2M | 1,215,181 |
| 7 | BROWN CAPITAL MANAGEMENT LLC | $37.7M | 1,175,408 |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $35.5M | 1,106,921 |
| 9 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $31.0M | 966,419 |
| 10 | BANK OF AMERICA CORP /DE/ | $27.7M | 864,184 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | +68K | $48.4M |
| Sara-Bay FinancialNew | +1.2M | $39.2M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | +8K | $31.0M |
| BANK OF AMERICA CORP /DE/ | +80K | $27.7M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | +69K | $25.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | -685K | $37K |
| VOYA INVESTMENT MANAGEMENT LLC | -441K | $297K |
| WELLINGTON MANAGEMENT GROUP LLP | -356K | $35.5M |
| BROWN CAPITAL MANAGEMENT LLC | -355K | $37.7M |
| Bank of New York Mellon Corp | -172K | $11.1M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold HLIO?
As of Q1 2025, 184 institutional investors report holding HLIO (Helios Technologies, Inc.) in their 13F filings.
What percentage of Helios Technologies, Inc. is owned by institutions?
Institutional investors hold approximately 96.9% of Helios Technologies, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most HLIO?
The largest institutional holder of HLIO is WASATCH ADVISORS LP with $109.3M in shares.
Are institutions buying or selling HLIO?
This quarter, 39 institutions opened new positions in HLIO and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.