HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 117 filers reported holding HELIOS TECHNOLOGIES INC in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161 | +61.0% | 2,899 | +93.4% | 0.00% | – |
| Q2 2023 | $100 | +2.0% | 1,499 | 0.0% | 0.00% | – |
| Q1 2023 | $98 | +2.1% | 1,499 | -14.5% | 0.00% | – |
| Q4 2022 | $96 | -99.9% | 1,754 | 0.0% | 0.00% | – |
| Q3 2022 | $89,000 | -10.1% | 1,754 | +18.0% | 0.00% | – |
| Q2 2022 | $99,000 | -22.0% | 1,487 | 0.0% | 0.00% | – |
| Q1 2022 | $127,000 | -31.0% | 1,487 | -15.2% | 0.00% | – |
| Q4 2021 | $184,000 | +26.9% | 1,754 | 0.0% | 0.00% | – |
| Q3 2021 | $145,000 | +5.8% | 1,754 | 0.0% | 0.00% | – |
| Q2 2021 | $137,000 | -12.2% | 1,754 | -18.6% | 0.00% | – |
| Q1 2021 | $156,000 | +35.7% | 2,156 | 0.0% | 0.00% | – |
| Q4 2020 | $115,000 | +47.4% | 2,156 | 0.0% | 0.00% | – |
| Q3 2020 | $78,000 | -9.3% | 2,156 | -6.7% | 0.00% | – |
| Q2 2020 | $86,000 | -2.3% | 2,312 | +0.3% | 0.00% | – |
| Q1 2020 | $88,000 | -17.0% | 2,306 | -0.0% | 0.00% | – |
| Q4 2019 | $106,000 | – | 2,307 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 985,809 | $54,692,683 | 27.74% |
| ACK Asset Management | 535,000 | $29,682 | 4.31% |
| IAT REINSURANCE CO LTD. | 300,000 | $16,644,000 | 3.30% |
| Brown Capital Management | 2,909,531 | $161,420,780 | 2.47% |
| Conestoga Capital Advisors, LLC | 1,943,046 | $107,800,202 | 1.85% |
| WASATCH ADVISORS LP | 3,849,849 | $213,589,623 | 1.35% |
| Sapience Investments, LLC | 88,842 | $4,928,954 | 1.18% |
| Granite Investment Partners, LLC | 221,051 | $12,263,909 | 0.51% |
| Advantage Alpha Capital Partners LP | 41,083 | $2,279,285 | 0.48% |
| Yorktown Management & Research Co Inc | 5,200 | $288,496 | 0.32% |