HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 181 filers reported holding HELIOS TECHNOLOGIES INC in Q4 2021. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $20,488 | -48.6% | 310 | -49.2% | 0.00% | – |
| Q1 2023 | $39,894 | +20.1% | 610 | 0.0% | 0.00% | – |
| Q4 2022 | $33,208 | +7.1% | 610 | 0.0% | 0.00% | – |
| Q3 2022 | $31,000 | -22.5% | 610 | 0.0% | 0.00% | – |
| Q2 2022 | $40,000 | -48.1% | 610 | -36.5% | 0.00% | – |
| Q1 2022 | $77,000 | -23.8% | 960 | 0.0% | 0.00% | – |
| Q4 2021 | $101,000 | +24.7% | 960 | -2.5% | 0.00% | – |
| Q3 2021 | $81,000 | +5.2% | 985 | 0.0% | 0.00% | – |
| Q2 2021 | $77,000 | +6.9% | 985 | 0.0% | 0.00% | – |
| Q1 2021 | $72,000 | +38.5% | 985 | 0.0% | 0.00% | – |
| Q4 2020 | $52,000 | +62.5% | 985 | +13.2% | 0.00% | – |
| Q3 2020 | $32,000 | 0.0% | 870 | 0.0% | 0.00% | – |
| Q2 2020 | $32,000 | +39.1% | 870 | +46.2% | 0.00% | – |
| Q1 2020 | $23,000 | -17.9% | 595 | 0.0% | 0.00% | – |
| Q4 2019 | $28,000 | +16.7% | 595 | 0.0% | 0.00% | – |
| Q3 2019 | $24,000 | -14.3% | 595 | 0.0% | 0.00% | – |
| Q2 2019 | $28,000 | – | 595 | – | 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% |