JFS WEALTH ADVISORS, LLC - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 165 filers reported holding HELIOS TECHNOLOGIES INC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q2 2024$478
+6.9%
100.0%0.00%
Q1 2024$447
-18.0%
10
-16.7%
0.00%
Q4 2023$545
-24.5%
12
-7.7%
0.00%
Q3 2023$722
-0.7%
13
+18.2%
0.00%
Q2 2023$727
-20.6%
11
-21.4%
0.00%
Q1 2023$916
+68.4%
14
+40.0%
0.00%
Q4 2022$544
-45.6%
10
-23.1%
0.00%
Q2 2022$1,00013
+116.7%
0.00%
Q1 2022$06
+100.0%
0.00%
Q4 2021$030.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q2 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