Ticker · CUSIP 42328H109

HLIO

HELIOS TECHNOLOGIES INC

Industrials·Specialty Industrial Machinery

···Share

Holders (tracked)

Combined shares

2,320,764

Combined value

$124.14M

Last close

$68.73

Quarter

2025Q4

Price is +28.5% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$68.73+42.51 (+162.08%)H $75.52 · L $25.52 · Avg Vol 360K

Tracked holders · last 8 quarters

-1 vs previous quarter over the last 8.

SEC event timeline

19 events

AQR Capital Management added2026-02-17
+2,689 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+33,881 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+18,868 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,440 shares · 2025Q4
Position
D.E. Shaw & Co. exited2026-02-17
−4,631 shares · 2025Q4
Position
Wellington Management added2026-02-17
+1,067,846 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−12,500 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−12,926 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−31,856 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−5,194 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−26,394 shares · 2025Q3
Position
Steve Cohen (Point72) exited2025-11-14
−16,799 shares · 2025Q3
Position
Two Sigma Investments exited2025-11-14
−74,317 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−95,985 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+1,221 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−285,842 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−62,775 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−39,759 shares · 2024Q3
Position
Mario Gabelli (GAMCO) added2025-11-12
+5,405 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for HLIO →

Follow-the-investor returns

If you'd copied each holder of HLIO…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Mario Gabelli (GAMCO)	2025Q2	$34.95	+96.6%	$3.5M
Renaissance Technologies	2019Q2	$36.48	+88.4%	$1.6M
AQR Capital Management	2020Q3	$39.18	+75.4%	$1.8M
T. Rowe Price	2019Q2	$43.54	+57.9%	$2.7M
Wellington Management	2020Q4	$50.79	+35.3%	$137.3M
Ken Griffin (Citadel Advisors)	2019Q4	$51.59	+33.2%	$7.9M
Ken Griffin (Citadel Advisors)	2019Q4	$51.59	+33.2%	$7.9M
Izzy Englander (Millennium Mgmt)	2019Q2	$52.14	+31.8%	$2.9M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions0

—

Added to5

Wellington Management
+1,067,846
$57.1M
Izzy Englander (Millennium Mgmt)
+33,881
$1.8M
Ken Griffin (Citadel Advisors)
+18,868
$1.0M
AQR Capital Management
+2,689
$144K
T. Rowe Price
+1,440
$77

Trimmed2

Mario Gabelli (GAMCO)
−12,926
$691K
Renaissance Technologies
−12,500
$669K

Exited1

D.E. Shaw & Co.
−4,631
$241K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	13	6,035,859	$26.30B	—
2022Q2	9	5,895,959	$24.69B	-4
2022Q3	11	3,252,080	$164.6M	+2
2022Q4	11	3,427,014	$186.6M	—
2023Q1	12	3,544,646	$231.8M	+1
2023Q2	11	3,156,042	$208.6M	-1
2023Q3	9	2,579,692	$143.1M	-2
2023Q4	8	3,108,680	$141.0M	-1
2024Q1	11	6,361,395	$284.3M	+3
2024Q2	9	5,630,206	$268.8M	-2
2024Q3	9	2,352,414	$112.2M	—
2024Q4	8	281,363	$12.6M	-1
2025Q1	9	1,438,636	$46.2M	+1
2025Q2	11	1,973,149	$65.8M	+2
2025Q3	9	1,211,197	$63.1M	-2
2025Q4	8	2,320,764	$124.1M	-1

Who owns HLIO

8 super-investors · 2025Q4

Tracked stake

2.32M

Combined value

$124M

% of shares outstanding

—

shares-out unknown

Quarter action mix

Added6Trim2

#	Manager	Shares	Value	% of book	Last action
1	Wellington Management	2.00M	$107M	0.0%	Added+1.07M
2	Ken Griffin Citadel Advisors	114.6K	$6M	0.0%	Added+18.9K
3	Mario Gabelli GAMCO	51.2K	$3M	0.0%	Trim−12.9K
4	Izzy Englander Millennium Mgmt	42.6K	$2M	0.0%	Added+33.9K
5	T. Rowe Price	39.5K	$2M	0.0%	Added+1.4K
6	AQR Capital Management	26.1K	$1M	0.0%	Added+2.7K
7	Ken Griffin Citadel Advisors	25.7K	$1M	0.0%	Added+18.9K
8	Renaissance Technologies	23.5K	$1M	0.0%	Trim−12.5K

Recent moves

20 transactions

ADDWellington Management
+1,067,846 · 2025Q4
SOLDD.E. Shaw & Co.
−4,631 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+33,881 · 2025Q4
ADDAQR Capital Management
+2,689 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+18,868 · 2025Q4
ADDT. Rowe Price
+1,440 · 2025Q4
TRIMRenaissance Technologies
−12,500 · 2025Q4
TRIMMario Gabelli (GAMCO)
−12,926 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−31,856 · 2025Q3
SOLDTwo Sigma Investments
−74,317 · 2025Q3
TRIMAQR Capital Management
−5,194 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−26,394 · 2025Q3
ADDT. Rowe Price
+1,221 · 2025Q3
TRIMWellington Management
−285,842 · 2025Q3
TRIMD.E. Shaw & Co.
−95,985 · 2025Q3
SOLDSteve Cohen (Point72)
−16,799 · 2025Q3
TRIMRenaissance Technologies
−62,775 · 2025Q3
ADDMario Gabelli (GAMCO)
+5,405 · 2025Q3
TRIMNorges Bank (Norway SWF)
−39,759 · 2024Q3
TRIMTwo Sigma Investments
−31,380 · 2025Q2

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