FIRST TRUST ADVISORS LP - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 182 filers reported holding HELIOS TECHNOLOGIES INC in Q1 2022. The put-call ratio across all filers is 1.97 and the average weighting 0.3%.

Quarter-by-quarter ownership
FIRST TRUST ADVISORS LP ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$1,117,256
-43.6%
20,138
-32.8%
0.00%
-50.0%
Q2 2023$1,981,774
+88.8%
29,986
+86.8%
0.00%
+100.0%
Q1 2023$1,049,931
+167.7%
16,054
+122.8%
0.00%
Q4 2022$392,185
-80.7%
7,204
-82.0%
0.00%
-100.0%
Q3 2022$2,030,000
-23.0%
40,109
+0.7%
0.00%0.0%
Q2 2022$2,638,000
-33.1%
39,813
-19.0%
0.00%
-25.0%
Q1 2022$3,946,000
-44.5%
49,176
-27.3%
0.00%
-42.9%
Q4 2021$7,110,000
+945.6%
67,606
+716.9%
0.01%
+600.0%
Q3 2021$680,000
-0.3%
8,276
-5.2%
0.00%0.0%
Q2 2021$682,000
-80.9%
8,732
-82.2%
0.00%
-75.0%
Q1 2021$3,576,000
+753.5%
49,070
+524.6%
0.00%
+300.0%
Q4 2020$419,000
-70.6%
7,856
-79.4%
0.00%
-50.0%
Q2 2020$1,423,000
-25.8%
38,213
-24.4%
0.00%
-50.0%
Q1 2020$1,917,000
+67.3%
50,559
+103.9%
0.00%
+100.0%
Q4 2019$1,146,000
-56.6%
24,791
-61.9%
0.00%
-60.0%
Q3 2019$2,639,000
+11.3%
65,052
+27.3%
0.01%
+25.0%
Q2 2019$2,372,00051,1110.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q1 2022
NameSharesValueWeighting ↓
Sara-Bay Financial 1,029,496$54,862,000,00024.76%
IAT REINSURANCE CO LTD. 300,000$15,987,0003.27%
RK Capital 191,400$10,200,0002.26%
WASATCH ADVISORS LP 4,811,401$256,399,0001.26%
Conestoga Capital Advisors, LLC 1,382,887$73,694,0001.18%
Brown Capital Management 2,780,456$148,171,0001.02%
Advantage Alpha Capital Partners LP 80,689$4,300,0000.94%
EMC Capital Management 19,295$1,028,0000.78%
ROYCE & ASSOCIATES LP 1,020,095$54,361,0000.45%
GW&K Investment Management, LLC 739,907$39,429,0000.41%
View complete list of HELIOS TECHNOLOGIES INC shareholders