HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 174 filers reported holding HELIOS TECHNOLOGIES INC in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,113 | -53.7% | 16,891 | -44.8% | 0.09% | -52.7% |
| Q2 2023 | $2,022,883 | +1.3% | 30,608 | +0.2% | 0.18% | -7.6% |
| Q1 2023 | $1,997,381 | +20.6% | 30,541 | +0.4% | 0.20% | +14.5% |
| Q4 2022 | $1,655,575 | +6.3% | 30,411 | -1.1% | 0.17% | +8.2% |
| Q3 2022 | $1,557,000 | -13.5% | 30,761 | +13.3% | 0.16% | -11.7% |
| Q2 2022 | $1,799,000 | -16.5% | 27,148 | +1.1% | 0.18% | -2.2% |
| Q1 2022 | $2,154,000 | +11.2% | 26,842 | +46.0% | 0.18% | +17.2% |
| Q4 2021 | $1,937,000 | – | 18,385 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 1,022,001 | $51,713,000,000 | 28.78% |
| IAT REINSURANCE CO LTD. | 300,000 | $15,180,000 | 2.92% |
| ACK Asset Management | 170,000 | $8,602,000 | 2.28% |
| Brown Capital Management | 2,935,784 | $148,551,000 | 2.08% |
| WASATCH ADVISORS LP | 4,613,654 | $233,451,000 | 1.62% |
| RK Capital | 120,900 | $6,118,000 | 1.57% |
| Conestoga Capital Advisors, LLC | 1,560,163 | $78,944,000 | 1.54% |
| Sapience Investments, LLC | 103,680 | $5,246,000 | 1.10% |
| INTREPID CAPITAL MANAGEMENT INC | 14,452 | $731,000 | 0.60% |
| GW&K Investment Management, LLC | 593,845 | $30,049,000 | 0.33% |