HELIOS TECHNOLOGIES INC

$HLIO
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Smart money positioned

9 of the Top-200 alpha managers hold $HLIO as of the latest 13F snapshot.

13F holders
240
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

9 holders · Q1 2026

$HLIO is held by 9 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 22.45%, with an average of 3.32% of portfolio. Largest holder: Sara-Bay Financial at 22.45%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Sara-Bay Financial
22.45% ↑ +2.9pp
α +22.0pts
02
Iat Reinsurance Co. Ltd.
7.35% NEW
α +12.5pts
03
Wellington Management Group LLP
0.02% held
α +10.5pts
04
Quarry LP
0.01% held
α +10.6pts
05
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 240 · Source: 13F-HR
01
Berkley W R Corp.
1.75% of portfolio
1,325,206 sh
02
NovaPoint Capital, LLC
22.46% of portfolio
1,153,896 sh
03
Softbank Group Corp.
0.03% of portfolio
1,050,222 sh
04
Atlantic Edge Private Wealth Management, LLC
—
1,049,944 sh
05
Immersion Capital LLP
0.20% of portfolio
931,008 sh
06
New York Life Insurance Co.
0.34% of portfolio
799,008 sh
07
State Street
—
795,883 sh
08
Axa S.a.
—
788,009 sh
09
Roberts Capital Advisors, LLC
0.03% of portfolio
782,472 sh
10
Heathbridge Capital Management Ltd.
6.30% of portfolio
780,378 sh
See all 240 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $HLIO in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $HLIO in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:06 UTC.