HLIO Institutional Ownership
Helios Technologies, Inc.
1W: -0.8%
1M: -1.9%
3M: -9.6%
YTD: +24.2%
1Y: +20.9%
3Y: +34.0%
5Y: -20.6%
$67.53
+0.37 (+0.55%)
Weekly Expected Move ±4.2%
$61
$63
$66
$69
$72
Credit Risk of going bust: lower than 92% of companies Debt: 0.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.04 (down 99.9%), Helios Technologies, Inc. would be worth roughly what it owes.
Total debt $15.0M against a stock market value of $2.23B.
Distance to default 15.16 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $7.5M (short-term plus half of long-term), stock volatility 37.5%; Altman Z 3.93. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.04 (down 99.9%), Helios Technologies, Inc. would be worth roughly what it owes.
Total debt $15.0M against a stock market value of $2.23B.
Distance to default 15.16 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $7.5M (short-term plus half of long-term), stock volatility 37.5%; Altman Z 3.93. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — HLIO
309
Institutional Holders
+41 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
62
New Positions
99
Increased
116
Reduced
23
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (325 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,592,872 | $175M | +149,916 | +6.1% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,641,106 | $111M | +135,810 | +9.0% | 2Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,549,341 | $105M | -69,371 | -4.3% | 29Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,462,106 | $99M | -15,243 | -1.0% | 2Q | SEC ↗ |
| 5 | Sara-Bay Financial | 1,146,658 | $77M | -7,238 | -0.6% | 25Q | SEC ↗ |
| 6 | Conestoga Capital Advisors, LLC | 1,084,345 | $73M | -240,861 | -18.2% | 29Q | SEC ↗ |
| 7 | Invesco Ltd. | 1,083,038 | $73M | +863,860 | +394.1% | 29Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 979,448 | $66M | +142,617 | +17.0% | 29Q | SEC ↗ |
| 9 | JENNISON ASSOCIATES LLC | 977,554 | $66M | -58,423 | -5.6% | 3Q | SEC ↗ |
| 10 | Thrivent Financial for Lutherans | 918,909 | $62M | -6,637 | -0.7% | 25Q | SEC ↗ |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 887,417 | $60M | -419,256 | -32.1% | 23Q | SEC ↗ |
| 12 | STATE STREET CORP | 841,953 | $57M | +53,944 | +6.8% | 29Q | SEC ↗ |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 834,221 | $56M | -96,787 | -10.4% | 5Q | SEC ↗ |
| 14 | T. Rowe Price Investment Management, I | 779,227 | $53M | -3,245 | -0.4% | 17Q | SEC ↗ |
| 15 | NEUBERGER BERMAN GROUP LLC | 761,883 | $51M | +50,085 | +7.0% | 10Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 743,426 | $50M | +4,165 | +0.6% | 16Q | SEC ↗ |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 718,688 | $49M | -49,972 | -6.5% | 3Q | SEC ↗ |
| 18 | ACK Asset Management LLC | 681,000 | $46M | -99,378 | -12.7% | 4Q | SEC ↗ |
| 19 | WASATCH ADVISORS LP | 660,085 | $45M | -138,923 | -17.4% | 29Q | SEC ↗ |
| 20 | Nuveen, LLC | 507,047 | $34M | +177,535 | +53.9% | 6Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 449,107 | $30M | +6 | +0.0% | 15Q | SEC ↗ |
| 22 | JANUS HENDERSON GROUP PLC | 448,501 | $30M | -26,481 | -5.6% | 19Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 411,128 | $28M | -99,391 | -19.5% | 15Q | SEC ↗ |
| 24 | Jupiter Topco LLC NEW | 408,245 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 407,860 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 407,860 | $28M | -12,191 | -2.9% | 15Q | SEC ↗ |
| 27 | Aberdeen Group plc | 397,396 | $27M | +108,163 | +37.4% | 3Q | SEC ↗ |
| 28 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 395,605 | $27M | -148,636 | -27.3% | 6Q | SEC ↗ |
| 29 | NORTHERN TRUST CORP | 334,725 | $23M | +17,026 | +5.4% | 29Q | SEC ↗ |
| 30 | IAT REINSURANCE CO LTD. | 300,000 | $20M | — | +0.0% | 29Q | SEC ↗ |
| 31 | Driehaus Capital Management LLC | 299,426 | $20M | +101,458 | +51.2% | 4Q | SEC ↗ |
| 32 | MetLife Investment Management, LLC | 283,541 | $19M | +3,434 | +1.2% | 29Q | SEC ↗ |
| 33 | Aperture Investors, LLC | 270,566 | $18M | -33,437 | -11.0% | 2Q | SEC ↗ |
| 34 | FMR LLC | 269,417 | $18M | +244,060 | +962.5% | 19Q | SEC ↗ |
| 35 | ROYCE & ASSOCIATES LP | 252,199 | $17M | -13,910 | -5.2% | 29Q | SEC ↗ |
| 36 | KENNEDY CAPITAL MANAGEMENT LLC | 222,678 | $15M | -6,430 | -2.8% | 4Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 222,079 | $15M | +7,833 | +3.7% | 2Q | SEC ↗ |
| 38 | MORGAN STANLEY | 218,478 | $15M | +78,139 | +55.7% | 29Q | SEC ↗ |
| 39 | Leeward Investments, LLC - MA | 209,025 | $14M | +59,760 | +40.0% | 2Q | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 201,486 | $14M | -36,399 | -15.3% | 9Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC | 182,632 | $12M | -10,731 | -5.5% | 10Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 181,107 | $12M | +87,493 | +93.5% | 16Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 168,281 | $11M | +57,665 | +52.1% | 16Q | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 167,182 | $11M | +5,380 | +3.3% | 29Q | SEC ↗ |
| 45 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 165,273 | $11M | -14,869 | -8.3% | 3Q | SEC ↗ |
| 46 | RAYMOND JAMES FINANCIAL INC | 151,333 | $10M | -10,436 | -6.5% | 7Q | SEC ↗ |
| 47 | Point72 Asset Management, L.P. | 145,455 | $10M | +74,988 | +106.4% | 2Q | SEC ↗ |
| 48 | TUDOR INVESTMENT CORP ET AL NEW | 141,953 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 49 | MACKENZIE FINANCIAL CORP NEW | 138,268 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 50 | UBS Group AG | 137,859 | $9M | +92,002 | +200.6% | 29Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 408,245 | $28M |
| Sixth Street Partners Management Co | 407,860 | $28M |
| TUDOR INVESTMENT CORP ET AL | 141,953 | $10M |
| MACKENZIE FINANCIAL CORP | 138,268 | $9M |
| INTRINSIC EDGE CAPITAL MANAGEMENT L | 130,000 | $9M |
| Public Sector Pension Investment Bo | 94,566 | $6M |
| Allspring Global Investments Holdin | 52,377 | $4M |
| Telemark Asset Management, LLC | 50,000 | $3M |
| ALGERT GLOBAL LLC | 40,650 | $3M |
| PALISADE CAPITAL MANAGEMENT, LP | 39,709 | $3M |
| NFJ INVESTMENT GROUP, LLC | 31,541 | $2M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 24,922 | $2M |
| NORGES BANK | 24,400 | $2M |
| HighTower Advisors, LLC | 22,680 | $2M |
| Jain Global LLC | 19,592 | $1M |
| Jackson Creek Investment Advisors L | 18,037 | $1M |
| Balyasny Asset Management L.P. | 17,621 | $1M |
| ExodusPoint Capital Management, LP | 13,011 | $879K |
| Integrated Quantitative Investments | 10,910 | $737K |
| Dakota Wealth Management | 10,687 | $722K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VAUGHAN NELSON INVESTMENT MANAGEMEN | 693,072 | $47M |
| SG Capital Management LLC | 372,352 | $25M |
| DEPRINCE RACE & ZOLLO INC | 233,025 | $16M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 176,130 | $12M |
| NATIXIS ADVISORS, LLC | 56,546 | $4M |
| HRT FINANCIAL LP | 52,408 | $4M |
| MILLENNIUM MANAGEMENT LLC | 34,730 | $2M |
| ZACKS INVESTMENT MANAGEMENT | 33,267 | $2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 25,257 | $2M |
| OSTRUM ASSET MANAGEMENT | 18,560 | $1M |
| Dynamic Technology Lab Private Ltd | 15,430 | $1M |
| Calamos Advisors LLC | 10,940 | $739K |
| RENAISSANCE TECHNOLOGIES LLC | 10,400 | $702K |
| FORMULA GROWTH LTD | 10,010 | $676K |
| Man Group plc | 9,359 | $632K |
| TradeLink Capital LLC | 7,013 | $474K |
| VARCOV Co. | 6,840 | $462K |
| Magnetar Financial LLC | 5,445 | $368K |
| Mariner, LLC | 5,258 | $355K |
| Third View Private Wealth, LLC | 5,030 | $340K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +863,860 | +394.1% | 1,083,038 |
| FMR LLC | +244,060 | +962.5% | 269,417 |
| Nuveen, LLC | +177,535 | +53.9% | 507,047 |
| BlackRock, Inc. | +149,916 | +6.1% | 2,592,872 |
| GEODE CAPITAL MANAGEMENT, LLC | +142,617 | +17.0% | 979,448 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +135,810 | +9.0% | 1,641,106 |
| Aberdeen Group plc | +108,163 | +37.4% | 397,396 |
| Driehaus Capital Management LLC | +101,458 | +51.2% | 299,426 |
| UBS Group AG | +92,002 | +200.6% | 137,859 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +87,493 | +93.5% | 181,107 |
| MORGAN STANLEY | +78,139 | +55.7% | 218,478 |
| Point72 Asset Management, L.P. | +74,988 | +106.4% | 145,455 |
| Leeward Investments, LLC - MA | +59,760 | +40.0% | 209,025 |
| CITADEL ADVISORS LLC | +57,665 | +52.1% | 168,281 |
| D. E. Shaw & Co., Inc. | +56,905 | +107.5% | 109,843 |
| Qube Research & Technologies Ltd | +55,714 | +652.6% | 64,251 |
| CONGRESS ASSET MANAGEMENT CO | +54,872 | +78.0% | 125,225 |
| STATE STREET CORP | +53,944 | +6.8% | 841,953 |
| NEUBERGER BERMAN GROUP LLC | +50,085 | +7.0% | 761,883 |
| JPMORGAN CHASE & CO | +40,934 | +119.5% | 75,187 |