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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,345 | -16.2% | 4,260 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $281,873 | +12.5% | 4,265 | +11.4% | 0.00% | 0.0% |
| Q1 2023 | $250,482 | +9.9% | 3,830 | -8.5% | 0.00% | 0.0% |
| Q4 2022 | $227,940 | -6.2% | 4,187 | +14.5% | 0.00% | 0.0% |
| Q2 2022 | $243,000 | -50.0% | 3,656 | -39.7% | 0.00% | 0.0% |
| Q1 2022 | $486,000 | -34.6% | 6,065 | -14.1% | 0.00% | 0.0% |
| Q4 2021 | $743,000 | +118.5% | 7,064 | +70.5% | 0.00% | 0.0% |
| Q3 2021 | $340,000 | -48.1% | 4,144 | -50.6% | 0.00% | -50.0% |
| Q2 2021 | $655,000 | +8.3% | 8,391 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $605,000 | +64.9% | 8,307 | +20.6% | 0.00% | +100.0% |
| Q4 2020 | $367,000 | – | 6,886 | – | 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% |