CAPTRUST FINANCIAL ADVISORS - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 145 filers reported holding HELIOS TECHNOLOGIES INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$228,800
+572.9%
4,124
+694.6%
0.00%
Q2 2022$34,000
-8.1%
519
+12.6%
0.00%
Q1 2022$37,000
-27.5%
461
-5.1%
0.00%
Q4 2021$51,000
+21.4%
486
-4.9%
0.00%
Q3 2021$42,000
+55.6%
511
+46.4%
0.00%
Q2 2021$27,000
+3.8%
349
-2.0%
0.00%
Q1 2021$26,000
+188.9%
356
+119.8%
0.00%
Q4 2020$9,000
+50.0%
162
+0.6%
0.00%
Q3 2020$6,0000.0%1610.0%0.00%
Q2 2020$6,0001610.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q1 2021
NameSharesValueWeighting ↓
Sara-Bay Financial 985,809$54,692,68327.74%
ACK Asset Management 535,000$29,6824.31%
IAT REINSURANCE CO LTD. 300,000$16,644,0003.30%
Brown Capital Management 2,909,531$161,420,7802.47%
Conestoga Capital Advisors, LLC 1,943,046$107,800,2021.85%
WASATCH ADVISORS LP 3,849,849$213,589,6231.35%
Sapience Investments, LLC 88,842$4,928,9541.18%
Granite Investment Partners, LLC 221,051$12,263,9090.51%
Advantage Alpha Capital Partners LP 41,083$2,279,2850.48%
Yorktown Management & Research Co Inc 5,200$288,4960.32%
View complete list of HELIOS TECHNOLOGIES INC shareholders