Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HELIOS TECHNOLOGIES INC (HLIO)

204 + 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
↑ +13
Streak
4Q ▲
Buyers last Q
48%

Smart Money Signals — HLIO

Based on 201 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
201 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 — +23% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+23% 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.
🟠

More sellers than buyers — 48% buying

93 buying100 selling
Last quarter: 100 funds reduced or exited vs 93 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 32 → 37 → 38 → 31. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
112 out of 201 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 — ~31 new funds/quarter

19 → 32 → 37 → 38 → 31 new funds/Q
New funds entering each quarter: 32 → 37 → 38 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 204 current holders: 133 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
36 of 201 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in HLIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: HLIO
2026 Q1 Stats Unlock in 19 days 204 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 204 191 6.81%
13F Shares 32M 33M -1.85%
Total Value $1.72B $1.71B 0.88%
New Positions 31 38 -7
Increased Positions 68 53 +15
Closed Positions 18 29 -11
Reduced Positions 85 73 +12
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: HLIO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

204 + investors

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

Top 25 institutional holders of HLIO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sara-Bay Financial 22.45% 1,153,896 $74.7M
2 Conestoga Capital Advisors, LLC 1.71% 1,325,206 $85.8M
3 Leeward Investments, LLC - MA 0.48% 149,265 $9.7M
4 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.45% 693,072 $44.8M
5 WASATCH ADVISORS LP 0.34% 799,008 $51.7M
6 Granite Investment Partners, LLC 0.24% 61,397 $4.0M
7 HARBOR CAPITAL ADVISORS, INC. 0.19% 35,980 $2K
8 R Squared Ltd 0.15% 4,336 $281K
9 Clean Yield Group 0.11% 6,307 $408K
10 GHP Investment Advisors, Inc. 0.11% 42,608 $2.8M
11 Legacy Wealth Asset Management, LLC 0.06% 4,017 $260K
12 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.05% 3,644 $236K
13 Inspire Investing, LLC 0.04% 7,885 $510K
14 Pinnacle Wealth Management Advisory Group, LLC 0.04% 8,819 $571K
15 CONGRESS ASSET MANAGEMENT CO 0.03% 70,353 $4.6M
16 Aberdeen Group plc 0.03% 289,233 $18.7M
17 PINNACLE ASSOCIATES LTD 0.02% 28,386 $1.8M
18 Y-Intercept (Hong Kong) Ltd 0.02% 12,885 $834K
19 Sterling Capital Management LLC 0.01% 10,828 $701K
20 AlphaQuest LLC 0.01% 2,857 $153K
21 Versant Capital Management, Inc 0.01% 1,077 $70K
22 Nuveen, LLC 0.01% 329,512 $21.3M
23 Police & Firemen's Retirement System of New Jersey 0.00% 8,797 $569K
24 STRS OHIO 0.00% 13,800 $893K
25 USA FINANCIAL FORMULAS 0.00% 274 $18K
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 — 4 quarters in a row: For 4 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?

More sellers than buyers — 48% buying: Last quarter: 100 funds reduced or exited vs 93 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HLIO holders?

Elite ownership — 44% AUM from top-100 funds: 36 of 201 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in HLIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HLIO?

56% of holders stayed for 2+ years: 112 out of 201 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.

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.