Ficha del valor · trimestre archivado
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
18Tenedores rastreados
-3Δ titulares
9.73MAcciones mantenidas
$507.05MValor declarado
+0Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -14.3% ·
flujo de acciones -5.3% ·
nuevas posiciones netas -16.7%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 101 | +4 | 19.64M | $1.75B | +12 | −7 |
| Q1 2026 | 99 | +8 | 19.16M | $1.24B | +13 | −5 |
| Q4 2025 | 90 | -1 | 20.05M | $1.07B | — | −1 |
| Q3 2025 | 18 | -3 | 9.73M | $507.05M | — | −3 |
| Q2 2025 | 18 | +2 | 9.68M | $322.94M | +3 | −1 |
| Q1 2025 | 13 | +3 | 3.23M | $103.51M | +3 | — |
| Q4 2024 | 10 | +1 | 3.37M | $150.29M | +1 | — |
| Q3 2024 | 8 | -1 | 3.21M | $153.06M | — | −1 |
| Q2 2024 | 9 | — | 4.05M | $193.46M | — | — |
Quién lo tiene en cartera · Q3 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 3.19M | -2.4% | $166.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 3.19M | -2.4% | $166.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 3.19M | -2.4% | $166.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 3.19M | -2.4% | $166.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 3.19M | -2.4% | $166.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wellington Management ✦ | 929.68K | -23.5% | $48.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Wellington Management ✦ | 929.68K | -23.5% | $48.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Wellington Management ✦ | 929.68K | -23.5% | $48.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 22 | Wellington Management ✦ | 929.68K | -23.5% | $48.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (pasivo) | 809.06K | +0.6% | $42.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Geode Capital Management ✦ (pasivo) | 788.07K | -0.2% | $41.09M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Geode Capital Management ✦ (pasivo) | 788.07K | -0.2% | $41.09M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | Arrowstreet Capital ✦ | 594.36K | +106.6% | $30.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 375.52K | — | $19.58M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 375.52K | — | $19.58M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 168.80K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 168.80K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 168.80K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 168.80K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 168.80K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 168.80K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 168.80K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 168.80K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 168.80K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 95.77K | -65.3% | $4.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 95.77K | -65.3% | $4.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 40 | GAMCO Investors ✦ | 64.14K | +9.2% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Marshall Wace ✦ | 62.28K | -3.0% | $3.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 42 | Marshall Wace ✦ | 62.28K | -3.0% | $3.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 43 | Marshall Wace ✦ | 62.28K | -3.0% | $3.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 44 | Marshall Wace ✦ | 62.28K | -3.0% | $3.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 51.28K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 51.28K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 51.28K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 51.28K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 51.28K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 51.28K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 51.28K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 51.28K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 38.05K | +3.3% | $1.98M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | Renaissance Technologies ✦ | 36.00K | -63.5% | $1.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 23.87K | +0.5% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 23.87K | +0.5% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 23.43K | -18.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 23.43K | -18.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 23.43K | -18.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 23.43K | -18.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 23.43K | -18.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Millennium Management ✦ | 8.69K | -75.2% | $452,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | D. E. Shaw & Co. ✦ | 4.63K | -95.4% | $241,414 | 0.0% | ▼ Trim | 6 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Two Sigma Investments | $2.48M | era 0.0% |
| Point72 Asset Management | $560,592 | era 0.0% |
| Gotham Asset Management | $252,044 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 248 tenedores, 32.28M acciones, $1.96B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q3 2025 ·
Metodología ·
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