Helios Technologies, Inc.: which funds bought and sold
Institutions that bought and sold Helios Technologies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 154 institutions that filed 13F reports for both quarters added to or opened positions in Helios Technologies, and 116 cut or closed them. Together they sold a net 114K shares, −0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 910K shares (−10.2%); index fund managers were net buyers of 480K shares (+6.0%). 55 opened a new position and 23 sold out entirely.
Bought, Q2 2026 154 institutions, 55 of them new holders Sold, Q2 2026 116 institutions, 23 of them sold out
Net change, all compared −114K shares (−0.4%)
Net change, active managers −910K shares (−10.2%), 35 bought, 27 sold
Buyers versus sellers
154 bought 32 116 sold
Active managers and hedge funds 35 bought · 27 sold · −910K
Index fund managers 7 bought · 4 sold · +480K
Other institutions 112 bought · 85 sold · +317K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Invesco Ltd. | +864K +394.1% | 1.1M | $96.7M |
| FMR LLC Active manager | +244K +962.5% | 269K | $24M |
| Nuveen, LLC | +178K +53.9% | 507K | $45.3M |
| Blackrock, Inc. Index funds | +150K +6.1% | 2.6M | $231M |
| Geode Capital Management, LLC Index funds | +143K +17.0% | 979K | $87.4M |
| Tudor Investment Corp Et Al Hedge fund | +142K New position | 142K | $12.7M |
| Mackenzie Financial Corp | +138K New position | 138K | $12.3M |
| Vanguard Portfolio Management LLC Index funds | +136K +9.0% | 1.6M | $146M |
| Intrinsic Edge Capital Management LLC | +130K New position | 130K | $11.6M |
| Aberdeen Group PLC | +108K +37.4% | 397K | $35.5M |
| Driehaus Capital Management LLC Active manager | +101K +51.2% | 299K | $26.7M |
| Public Sector Pension Investment Board | +95K New position | 95K | $8.4M |
| UBS Group AG | +92K +200.6% | 138K | $12.3M |
| Susquehanna International Group, LLP | +87K +93.5% | 181K | $16.2M |
| Morgan Stanley | +78K +55.7% | 218K | $19.5M |
| Point72 Asset Management, L.P. Hedge fund | +75K +106.4% | 145K | $13M |
| Leeward Investments, LLC - Ma | +60K +40.0% | 209K | $18.7M |
| Citadel Advisors LLC Hedge fund | +58K +52.1% | 168K | $15M |
| D. E. Shaw & Co., Inc. Hedge fund | +57K +107.5% | 110K | $9.8M |
| Qube Research & Technologies Ltd Hedge fund | +56K +652.6% | 64K | $5.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +244K +962.5% | 269K | $24M |
| Tudor Investment Corp Et Al Hedge fund | +142K New position | 142K | $12.7M |
| Driehaus Capital Management LLC Active manager | +101K +51.2% | 299K | $26.7M |
| Point72 Asset Management, L.P. Hedge fund | +75K +106.4% | 145K | $13M |
| Citadel Advisors LLC Hedge fund | +58K +52.1% | 168K | $15M |
| D. E. Shaw & Co., Inc. Hedge fund | +57K +107.5% | 110K | $9.8M |
| Qube Research & Technologies Ltd Hedge fund | +56K +652.6% | 64K | $5.7M |
| Congress Asset Management Co Active manager | +55K +78.0% | 125K | $11.2M |
| Neuberger Berman Group LLC Active manager | +50K +7.0% | 762K | $68M |
| Algert Global LLC Hedge fund | +41K New position | 41K | $3.6M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. Active manager | −693K Sold out | 0 | — |
| Voya Investment Management LLC | −511K −98.8% | 6,389 | $570,218 |
| Wellington Management Group LLP Active manager | −419K −32.1% | 887K | $79.2M |
| SG Capital Management LLC | −372K Sold out | 0 | — |
| Conestoga Capital Advisors, LLC | −241K −18.2% | 1.1M | $96.8M |
| Schroder Investment Management Group Active manager | −176K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −149K −27.3% | 396K | $35.3M |
| Wasatch Advisors LP Active manager | −139K −17.4% | 660K | $58.9M |
| Victory Capital Management Inc Active manager | −116K −91.4% | 11K | $979,073 |
| Bank Of America Corp | −99K −19.5% | 411K | $36.7M |
| Ack Asset Management LLC | −99K −12.7% | 681K | $60.8M |
| William Blair Investment Management, LLC Active manager | −97K −10.4% | 834K | $74.5M |
| Dimensional Fund Advisors LP | −69K −4.3% | 1.5M | $138M |
| Jennison Associates LLC Active manager | −58K −5.6% | 978K | $87.2M |
| Natixis Advisors, LLC | −57K Sold out | 0 | — |
| Sei Investments Co | −56K −36.3% | 99K | $8.8M |
| HRT Financial LP | −52K Sold out | 0 | — |
| Nomura Asset Management International Inc. | −50K −6.5% | 719K | $64.1M |
| Rockefeller Capital Management L.P. | −36K −15.3% | 201K | $18M |
| Russell Investments Group, Ltd. | −35K −26.5% | 97K | $8.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. Active manager | −693K Sold out | 0 | — |
| Wellington Management Group LLP Active manager | −419K −32.1% | 887K | $79.2M |
| Schroder Investment Management Group Active manager | −176K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −149K −27.3% | 396K | $35.3M |
| Wasatch Advisors LP Active manager | −139K −17.4% | 660K | $58.9M |
| Victory Capital Management Inc Active manager | −116K −91.4% | 11K | $979,073 |
| William Blair Investment Management, LLC Active manager | −97K −10.4% | 834K | $74.5M |
| Jennison Associates LLC Active manager | −58K −5.6% | 978K | $87.2M |
| Millennium Management LLC Hedge fund | −35K Sold out | 0 | — |
| Trexquant Investment LP Hedge fund | −33K −31.2% | 72K | $6.4M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Tudor Investment Corp Et AlHedge fund | 142K | $12.7M |
| Mackenzie Financial Corp | 138K | $12.3M |
| Intrinsic Edge Capital Management LLC | 130K | $11.6M |
| Public Sector Pension Investment Board | 95K | $8.4M |
| Telemark Asset Management, LLC | 50K | $4.5M |
| Allspring Global Investments Holdings, LLC | 52K | $4.4M |
| Algert Global LLCHedge fund | 41K | $3.6M |
| Palisade Capital Management, LPActive manager | 40K | $3.5M |
| Nfj Investment Group, LLC | 32K | $2.8M |
| Susquehanna Fundamental Investments, LLC | 25K | $2.2M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Vaughan Nelson Investment Management, L.P.Active manager | 693K | $44.8M |
| SG Capital Management LLC | 372K | $24.1M |
| Schroder Investment Management GroupActive manager | 176K | $11.1M |
| Natixis Advisors, LLC | 57K | $3.7M |
| HRT Financial LP | 52K | $3.4M |
| Millennium Management LLCHedge fund | 35K | $2.2M |
| Ostrum Asset Management | 19K | $1.2M |
| Dynamic Technology Lab Private Ltd | 15K | $998,475 |
| Calamos Advisors LLCActive manager | 11K | $707,928 |
| Renaissance Technologies LLCHedge fund | 10K | $672,984 |
Who holds the shares
- Institutions reporting
- 283
- Ten largest holders
- 41.7% of 13F-reported shares
- Index fund managers
- 26.5% of 13F-reported shares
- Active managers and hedge funds
- 24.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 35 | 27 | 12 | 7 | −910K | −10.2% |
| Index fund managers | 7 | 4 | 0 | 0 | +480K | +6.0% |
| Other institutions | 112 | 85 | 43 | 16 | +317K | +2.1% |
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