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 1,290,982$46,059,000,00026.46%
ACK Asset Management 308,000$9,592,0004.35%
IAT REINSURANCE CO LTD. 300,000$11,175,0003.06%
RK Capital 162,800$6,064,0001.77%
WASATCH ADVISORS LP 4,671,875$174,027,0001.26%
Conestoga Capital Advisors, LLC 1,321,801$49,237,0001.07%
Penn Capital Management Company, LLC 215,619$8,035,0001.05%
Brown Capital Management 2,808,196$104,605,0000.90%
ROYCE & ASSOCIATES LP 1,074,566$40,028,0000.44%
GW&K Investment Management, LLC 656,467$24,454,0000.34%
View complete list of HELIOS TECHNOLOGIES INC shareholders