HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.5% ·
aandelenstroom +7.4% ·
netto nieuwe posities +11.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.73K | $524,965 | n/a | n/a |
| Q2 2026 | 99 | +3 | 19.62M | $1.75B | +11 | −8 |
| Q1 2026 | 99 | +8 | 19.16M | $1.24B | +13 | −5 |
| Q4 2025 | 90 | -1 | 20.05M | $1.07B | n/a | −1 |
| Q3 2025 | 18 | -3 | 9.73M | $507.05M | n/a | −3 |
| Q2 2025 | 18 | +2 | 9.68M | $322.94M | +3 | −1 |
| Q1 2025 | 13 | +3 | 3.23M | $103.51M | +3 | n/a |
| Q4 2024 | 10 | +1 | 3.37M | $150.29M | +1 | n/a |
| Q3 2024 | 8 | -1 | 3.21M | $153.06M | n/a | −1 |
| Q2 2024 | 9 | n/a | 4.05M | $193.46M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 3.27M | n/a | $109.15M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passief) | 2.49M | n/a | $83.03M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 3 | Wellington Management ✦ | 1.22M | +9.8% | $40.56M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 4 | State Street Global Advisors ✦ (passief) | 803.95K | +2.8% | $26.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 789.98K | +3.4% | $26.37M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 287.70K | +2779.3% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 275.99K | +10539.4% | $9.21M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | D. E. Shaw & Co. ✦ | 100.62K | +117.4% | $3.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 98.78K | +58.1% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 74.32K | -29.7% | $2.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Marshall Wace ✦ | 64.23K | -63.8% | $2.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | GAMCO Investors ✦ | 58.74K | Nieuw | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 36.83K | +11.2% | $1.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Millennium Management ✦ | 35.08K | -54.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 28.63K | Nieuw | $955,316 | 0.0% | New | 1 | SEC ↗ ×4 |
| 16 | Fidelity (FMR) ✦ | 23.75K | n/a | $792,620 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Point72 Asset Management ✦ | 16.80K | Nieuw | $560,592 | 0.0% | New | 1 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 7.55K | -0.4% | $252,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| GAMCO Investors | $1.96M | 0.0% |
| AQR Capital Management | $955,316 | 0.0% |
| Point72 Asset Management | $560,592 | 0.0% |
Verlaten
| Norges Bank | $1.64M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 248 houders, 32.28M aandelen, $1.96B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.