Helios Technologies (HLIO) Superinvestor holders
17 of the superinvestors we track hold Helios Technologies (HLIO) in their latest 13F filings, $248M in total.
Summary
The largest holder is Jennison Associates, with $87M, 0.1% of the portfolio.
In their latest quarter: 2 opened a new position, 6 added, 9 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Jennison Associates | Trimmed | 977,554 | $87M | 0.1% | Q2 2026 |
| Conestoga Conestoga Capital Advisors |
Trimmed | 837,738 | $57M | 1.7% | Q3 2026 |
| Arrowstreet Capital | Trimmed | 395,605 | $35M | 0.0% | Q2 2026 |
| Chuck Royce Royce Investment Partners |
Trimmed | 249,145 | $17M | 0.2% | Q3 2026 |
| Steve Cohen Point72 Asset Management |
Added | 145,455 | $13M | 0.0% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
New position | 141,953 | $13M | 0.1% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Added | 109,843 | $10M | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 83,114 | $7M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 28,461 | $3M | 0.0% | Q2 2026 |
| Ric Dillon Diamond Hill Capital Management |
Trimmed | 14,061 | $1M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Added | 13,325 | $1M | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Added | 10,166 | $907,316 | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
New position | 9,873 | $881,165 | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
Added | 9,862 | $880,184 | 0.0% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | 9,144 | $816,102 | 0.0% | Q2 2026 |
| Mark Donovan Boston Partners |
Trimmed | 3,138 | $280,070 | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
Trimmed | 2,786 | $188,000 | 0.0% | Q3 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 18 |
| Q1 2026 | 18 |
| Q4 2025 | 14 |
| Q3 2025 | 13 |
| Q2 2025 | 16 |
| Q1 2025 | 12 |
| Q4 2024 | 10 |
| Q3 2024 | 11 |
Questions about Helios Technologies
Which superinvestors own Helios Technologies?
17 of the superinvestors we track hold Helios Technologies (HLIO) in their latest 13F filings, $248M in total. Jennison Associates, Conestoga, Arrowstreet Capital, Chuck Royce, Steve Cohen, Paul Tudor Jones.
Who is the largest superinvestor holder of HLIO?
The largest holder is Jennison Associates, with $87M, 0.1% of the portfolio.
From Helios Technologies's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.