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 | 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% |