Ceredex Value Advisors Trims Stake in Helios Technologies

Investment firm reduces holdings in industrial equipment manufacturer by over 50%

Mar. 11, 2026 at 8:52am

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Ceredex Value Advisors LLC, an institutional investor, has reduced its stake in Helios Technologies, Inc. (NASDAQ: HLIO) by 53.9% during the third quarter, according to a recent SEC filing. The firm now owns 192,800 shares of the industrial equipment manufacturer, down from 417,950 shares previously.

Why it matters

Helios Technologies is a global designer and manufacturer of hydraulic and electronic control solutions for mobile and industrial equipment. The reduction in Ceredex's stake could signal a shift in investor sentiment or portfolio rebalancing, which may impact the stock price and trading volume.

The details

According to the filing, Ceredex Value Advisors sold 225,150 shares of Helios Technologies during the third quarter. The firm now owns approximately 0.58% of the company's outstanding shares, valued at $10,051,000 as of the end of the reporting period.

  • Ceredex Value Advisors reduced its Helios Technologies holdings during the third quarter of 2026.

The players

Ceredex Value Advisors LLC

An institutional investment management firm that focuses on value-oriented equity strategies.

Helios Technologies, Inc.

A global designer and manufacturer of hydraulic and electronic control solutions for mobile and industrial equipment.

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The takeaway

The reduction in Ceredex's stake in Helios Technologies could signal a shift in investor sentiment or portfolio rebalancing, which may impact the stock price and trading volume of the industrial equipment manufacturer.