ClearBridge Investments - HELIOS TECHNOLOGIES INC ownership

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
ClearBridge Investments ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q2 2021$541,000
-16.3%
6,936
-21.7%
0.00%
Q1 2021$646,000
+75.5%
8,861
+28.2%
0.00%
Q4 2020$368,0006,9100.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q3 2023
NameSharesValueWeighting ↓
Sara-Bay Financial 990,781$81,353,000,00031.83%
IAT REINSURANCE CO LTD. 300,000$24,633,0003.69%
RK Capital 128,400$10,543,0002.00%
Brown Capital Management 2,683,880$220,373,0001.80%
Conestoga Capital Advisors, LLC 1,500,121$123,175,0001.70%
WASATCH ADVISORS LP 4,785,053$392,901,0001.60%
Sapience Investments, LLC 151,380$12,430,0001.48%
Advantage Alpha Capital Partners LP 57,405$4,714,0000.86%
EMC Capital Management 16,896$1,538,0000.86%
GW&K Investment Management, LLC 742,828$60,993,0000.54%
View complete list of HELIOS TECHNOLOGIES INC shareholders