CAPTRUST FINANCIAL ADVISORS - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 158 filers reported holding HELIOS TECHNOLOGIES INC in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Sara-Bay Financial 1,029,496$54,862,000,00024.76%
IAT REINSURANCE CO LTD. 300,000$15,987,0003.27%
RK Capital 191,400$10,200,0002.26%
WASATCH ADVISORS LP 4,811,401$256,399,0001.26%
Conestoga Capital Advisors, LLC 1,382,887$73,694,0001.18%
Brown Capital Management 2,780,456$148,171,0001.02%
Advantage Alpha Capital Partners LP 80,689$4,300,0000.94%
EMC Capital Management 19,295$1,028,0000.78%
ROYCE & ASSOCIATES LP 1,020,095$54,361,0000.45%
GW&K Investment Management, LLC 739,907$39,429,0000.41%
View complete list of HELIOS TECHNOLOGIES INC shareholders