Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Helios Technologies Inc (HLIO)

244 + Investors. Track Smart Money conviction in HLIO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
5Q ▲
Buyers last Q
59%

Smart Money Signals — HLIO

Based on 246 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added HLIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
246 hedge funds hold HLIO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+35% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

137 buying96 selling
Last quarter: 137 funds bought or added vs 96 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new HLIO position: 38 → 44 → 32 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 24% medium ■ 26% new
124 out of 246 hedge funds have held HLIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~58 new funds/quarter

33 → 38 → 44 → 32 → 58 new funds/Q
New funds entering each quarter: 38 → 44 → 32 → 58. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 29% newcomers

■ 59% veterans ■ 12% 1-2yr ■ 29% new
Entry-cohort mix of 248 holders: 147 (59%) are 2+ year veterans, 29 entered 1–2 years ago, and 72 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
50 of 246 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HLIO

In 2026 Q1, 137 hedge funds were net buyers of HLIO (58 opened a new position, 79 added to an existing one), while 96 reduced or exited (74 trimmed, 22 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in HLIO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 246.

Hedge Fund Ownership: HLIO

How many hedge funds hold HLIO — quarterly history vs. share price
Quarterly hedge fund ownership of HLIO vs. share price

Market Analysis: HLIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HLIO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Helios Technologies Inc (HLIO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HLIO has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
HLIO
+33.7%
XLI
+10.5%

HLIO outperformed XLI by +23.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
HLIO
+12.3%
XLI
+4.2%

Since the filing became public, HLIO outperformed XLI by +8.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: HLIO
244 + Investors

Track Smart Money conviction in HLIO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 244 210 16.19%
13F Shares 32M 32M 0.2%
Total Value $1.97B $1.72B 14.22%
New Positions 57 32 +25
Increased Positions 78 64 +14
Closed Positions 23 20 +3
Reduced Positions 72 83 -11
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: HLIO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

244 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HLIO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HLIO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sara-Bay Financial 22.45% 1,153,896 $74.7M
2 ACK Asset Management LLC 6.30% 780,378 $50.5M
3 Iat Reinsurance Co LTD. 6.27% 300,000 $19.4M
4 Aperture Investors, LLC 2.49% 304,003 $19.7M
5 Conestoga Capital Advisors, LLC 1.71% 1,325,206 $85.8M
6 SG Capital Management LLC 1.60% 372,352 $24.1M
7 Leeward Investments, LLC - MA 0.48% 149,265 $9.7M
8 Vaughan Nelson Investment Management, L.P. 0.45% 693,072 $44.8M
9 EntryPoint Capital, LLC 0.45% 23,600 $1.5M
10 Castleark Management LLC 0.34% 160,409 $10.4M
11 Wasatch Advisors LP 0.34% 799,008 $51.7M
12 Quantedge Capital Pte Ltd 0.33% 9,200 $595K
13 Kennedy Capital Management LLC 0.31% 229,108 $14.8M
14 Ceredex Value Advisors LLC 0.30% 148,950 $9.6M
15 Sapience Investments, LLC 0.30% 36 $2K
16 Granite Investment Partners, LLC 0.24% 61,397 $4.0M
17 Dark Forest Capital Management LP 0.24% 41,939 $2.7M
18 William Blair Investment Management, LLC 0.20% 931,008 $60.2M
19 Hillsdale Investment Management Inc. 0.20% 113,020 $7.3M
20 Royce & Associates LP 0.17% 266,109 $17.2M
21 Dynamic Technology Lab Private Ltd 0.16% 15,430 $998K
22 Rice Hall James & Associates, LLC 0.16% 44,461 $2.9M
23 R Squared Ltd 0.15% 4,336 $281K
24 Atom Investors LP 0.14% 30,521 $2.0M
25 Bridgefront Capital, LLC 0.12% 7,711 $499K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Helios Technologies Inc (HLIO)

What does the Smart Money Trend signal show for HLIO?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added HLIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HLIO?

Slight buying edge — 59% buying: Last quarter: 137 funds bought or added vs 96 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HLIO holders?

Strong quality — 39% AUM from major funds: 50 of 246 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HLIO?

50% of holders stayed for 2+ years: 124 out of 246 hedge funds have held HLIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Helios Technologies Inc (HLIO) following the 2026 Q1 hedge fund 13F filings?

As of today, HLIO has moved +12.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +8.1%. Since the quarter end (March 31, 2026), HLIO has gained +33.7% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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