ENVESTNET ASSET MANAGEMENT INC - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 153 filers reported holding HELIOS TECHNOLOGIES INC in Q2 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$1,924,959
+44.7%
34,696
+72.3%
0.00%0.0%
Q2 2023$1,330,518
-3.1%
20,132
-4.1%
0.00%0.0%
Q1 2023$1,372,411
+83.8%
20,985
+53.0%
0.00%
Q4 2022$746,543
+60.2%
13,713
+48.9%
0.00%
Q3 2022$466,000
-25.0%
9,210
-1.7%
0.00%
Q2 2022$621,000
-12.8%
9,367
+5.6%
0.00%
Q1 2022$712,000
-24.3%
8,870
-0.9%
0.00%
Q4 2021$941,000
+31.4%
8,952
+2.6%
0.00%
Q3 2021$716,000
+20.3%
8,723
+14.4%
0.00%
Q2 2021$595,000
+13.3%
7,623
+5.9%
0.00%
Q1 2021$525,000
+57.2%
7,200
+15.0%
0.00%
Q4 2020$334,000
+49.1%
6,261
+1.6%
0.00%
Q3 2020$224,000
+12.0%
6,163
+14.7%
0.00%
Q2 2020$200,000
-24.0%
5,374
-22.4%
0.00%
Q1 2020$263,000
-12.3%
6,925
+6.8%
0.00%
Q4 2019$300,000
+25.5%
6,484
+9.9%
0.00%
Q3 2019$239,0005,9020.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q2 2021
NameSharesValueWeighting ↓
Sara-Bay Financial 993,631$77,662,000,00029.27%
IAT REINSURANCE CO LTD. 300,000$23,415,0003.16%
RK Capital 162,300$12,668,0002.38%
Brown Capital Management 2,680,144$209,185,0001.58%
Conestoga Capital Advisors, LLC 1,375,815$107,382,0001.55%
WASATCH ADVISORS LP 4,822,101$376,365,0001.53%
Sapience Investments, LLC 138,920$10,843,0001.35%
Advantage Alpha Capital Partners LP 56,406$4,402,0000.85%
EMC Capital Management 16,896$1,319,0000.75%
GW&K Investment Management, LLC 746,110$58,234,0000.51%
View complete list of HELIOS TECHNOLOGIES INC shareholders