HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 155 filers reported holding HELIOS TECHNOLOGIES INC in Q3 2023. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255,834 | +9.1% | 3,871 | +8.0% | 0.00% | – |
| Q1 2023 | $234,459 | +9.3% | 3,585 | -9.0% | 0.00% | – |
| Q4 2022 | $214,494 | -45.4% | 3,940 | -49.3% | 0.00% | – |
| Q3 2022 | $393,000 | -55.8% | 7,764 | -42.2% | 0.00% | -100.0% |
| Q2 2022 | $890,000 | -32.1% | 13,434 | -17.7% | 0.00% | 0.0% |
| Q1 2022 | $1,310,000 | -41.3% | 16,333 | -23.0% | 0.00% | 0.0% |
| Q4 2021 | $2,231,000 | -4.8% | 21,205 | -25.7% | 0.00% | -50.0% |
| Q3 2021 | $2,344,000 | +10.8% | 28,553 | +5.4% | 0.00% | +100.0% |
| Q2 2021 | $2,115,000 | +56.2% | 27,095 | +45.8% | 0.00% | 0.0% |
| Q1 2021 | $1,354,000 | +45.6% | 18,578 | +6.5% | 0.00% | 0.0% |
| Q4 2020 | $930,000 | – | 17,436 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 993,631 | $77,662,000,000 | 29.27% |
| IAT REINSURANCE CO LTD. | 300,000 | $23,415,000 | 3.16% |
| RK Capital | 162,300 | $12,668,000 | 2.38% |
| Brown Capital Management | 2,680,144 | $209,185,000 | 1.58% |
| Conestoga Capital Advisors, LLC | 1,375,815 | $107,382,000 | 1.55% |
| WASATCH ADVISORS LP | 4,822,101 | $376,365,000 | 1.53% |
| Sapience Investments, LLC | 138,920 | $10,843,000 | 1.35% |
| Advantage Alpha Capital Partners LP | 56,406 | $4,402,000 | 0.85% |
| EMC Capital Management | 16,896 | $1,319,000 | 0.75% |
| GW&K Investment Management, LLC | 746,110 | $58,234,000 | 0.51% |