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 | $2,396,459 | -25.2% | 43,195 | -10.8% | 0.01% | -18.2% |
| Q2 2023 | $3,201,994 | +38.8% | 48,449 | +37.3% | 0.01% | +37.5% |
| Q1 2023 | $2,307,050 | +1.5% | 35,276 | -15.5% | 0.01% | -11.1% |
| Q4 2022 | $2,272,108 | +14.0% | 41,736 | +6.0% | 0.01% | +12.5% |
| Q3 2022 | $1,993,000 | -11.3% | 39,378 | +16.1% | 0.01% | -11.1% |
| Q2 2022 | $2,247,000 | -17.5% | 33,913 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $2,722,000 | +1.0% | 33,913 | +32.4% | 0.01% | +12.5% |
| Q4 2021 | $2,694,000 | -1.7% | 25,614 | -23.2% | 0.01% | 0.0% |
| Q3 2021 | $2,740,000 | +5.7% | 33,373 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $2,593,000 | – | 33,226 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 1,159,455 | $121,940,000,000 | 36.61% |
| IAT REINSURANCE CO LTD. | 300,000 | $31,551,000 | 5.18% |
| Brown Capital Management | 2,677,739 | $281,618,000 | 2.33% |
| Conestoga Capital Advisors, LLC | 1,623,676 | $170,762,000 | 2.22% |
| RK Capital | 111,710 | $11,749,000 | 2.14% |
| WASATCH ADVISORS LP | 4,621,559 | $486,049,000 | 1.98% |
| Sapience Investments, LLC | 115,855 | $12,184,000 | 1.39% |
| EMC Capital Management | 16,896 | $1,777,000 | 0.96% |
| Advantage Alpha Capital Partners LP | 62,005 | $6,521,000 | 0.93% |
| Aquila Investment Management LLC | 18,000 | $1,893,000 | 0.92% |