$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.
HELIOS TECHNOLOGIES INC
13F holders
240
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 240 · Source: 13F-HR01
Berkley W R Corp.
—
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02
NovaPoint Capital, LLC
—
—
03
Softbank Group Corp.
—
—
04
Atlantic Edge Private Wealth Management, LLC
—
—
05
Immersion Capital LLP
—
—
06
New York Life Insurance Co.
—
—
07
State Street
—
—
08
Axa S.a.
—
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09
Roberts Capital Advisors, LLC
—
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10
Heathbridge Capital Management Ltd.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
9 holders · Q1 202601
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
06
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
08
Level Financial Advisors
0.00% held
α +30.9pts
09
Citigroup Inc.
0.00% held
α +26.3pts
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.
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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $HLIO lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $HLIO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:34 UTC.