J.P. Morgan Private Wealth Advisors LLC - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 174 filers reported holding HELIOS TECHNOLOGIES INC in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q1 2023$286,452
+26.1%
4,380
+5.0%
0.00%0.0%
Q4 2022$227,178
+8.7%
4,173
+1.2%
0.00%0.0%
Q3 2022$209,000
-26.9%
4,125
-4.4%
0.00%0.0%
Q2 2022$286,000
-27.0%
4,314
-11.6%
0.00%0.0%
Q1 2022$392,000
-25.2%
4,882
-2.0%
0.00%0.0%
Q4 2021$524,000
+9.6%
4,984
-14.3%
0.00%0.0%
Q3 2021$478,000
+6.0%
5,818
+0.7%
0.00%0.0%
Q2 2021$451,000
+13.3%
5,778
+5.7%
0.00%0.0%
Q1 2021$398,000
+29.6%
5,466
-5.2%
0.00%0.0%
Q4 2020$307,0005,7660.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q1 2023
NameSharesValueWeighting ↓
Sara-Bay Financial 1,159,455$121,940,000,00036.61%
IAT REINSURANCE CO LTD. 300,000$31,551,0005.18%
Brown Capital Management 2,677,739$281,618,0002.33%
Conestoga Capital Advisors, LLC 1,623,676$170,762,0002.22%
RK Capital 111,710$11,749,0002.14%
WASATCH ADVISORS LP 4,621,559$486,049,0001.98%
Sapience Investments, LLC 115,855$12,184,0001.39%
EMC Capital Management 16,896$1,777,0000.96%
Advantage Alpha Capital Partners LP 62,005$6,521,0000.93%
Aquila Investment Management LLC 18,000$1,893,0000.92%
View complete list of HELIOS TECHNOLOGIES INC shareholders