CAPTRUST FINANCIAL ADVISORS - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 185 filers reported holding HELIOS TECHNOLOGIES INC in Q1 2022. The put-call ratio across all filers is 1.97 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 2022
NameSharesValueWeighting ↓
Sara-Bay Financial 997,598$72,695,000,00029.65%
IAT REINSURANCE CO LTD. 300,000$21,861,0003.33%
RK Capital 146,800$10,697,0002.13%
WASATCH ADVISORS LP 4,771,857$347,725,0001.56%
Conestoga Capital Advisors, LLC 1,399,309$101,968,0001.54%
Brown Capital Management 2,781,744$202,706,0001.51%
Advantage Alpha Capital Partners LP 72,627$5,292,0001.11%
Sapience Investments, LLC 115,850$8,442,0001.06%
EMC Capital Management 19,676$1,434,0001.02%
EAM Global Investors LLC 33,899$2,470,0000.68%
View complete list of HELIOS TECHNOLOGIES INC shareholders