证券记录 · 已归档季度
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
18被追踪持有人
-3Δ持有人
9.73M持有股份
$507.05M报告持仓市值
+0新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -14.3% ·
股份流向 -5.3% ·
净新建仓位 -16.7%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.73K | $524,965 | n/a | −1 |
| 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 |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 3.19M | -2.4% | $166.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (被动) | 2.46M | -1.1% | $128.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 3 | Wellington Management ✦ | 929.68K | -23.5% | $48.46M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 4 | State Street Global Advisors ✦ (被动) | 809.06K | +0.6% | $42.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (被动) | 788.07K | -0.2% | $41.09M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 594.36K | +106.6% | $30.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 375.52K | n/a | $19.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 168.80K | n/a | $8.80M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 9 | Citadel Advisors ✦ | 95.77K | -65.3% | $4.99M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 10 | GAMCO Investors ✦ | 64.14K | +9.2% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 62.28K | -3.0% | $3.25M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 12 | JPMorgan Chase ✦ | 51.28K | n/a | $2.67M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | T. Rowe Price ✦ | 38.05K | +3.3% | $1.98M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 36.00K | -63.5% | $1.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 23.87K | +0.5% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | AQR Capital Management ✦ | 23.43K | -18.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 17 | Millennium Management ✦ | 8.69K | -75.2% | $452,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 4.63K | -95.4% | $241,414 | 0.0% | ▼ Trim | 6 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Two Sigma Investments | $2.48M | 曾为 0.0% |
| Point72 Asset Management | $560,592 | 曾为 0.0% |
| Gotham Asset Management | $252,044 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 248 持有人, 32.28M 股份, $1.96B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
Jul 31
SC 13G: VANGUARD PORTFOLIO MANAGEMENT LLC
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据