HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 168 filers reported holding HELIOS TECHNOLOGIES INC in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $281,089 | -36.2% | 4,298 | -46.9% | 0.00% | -50.0% |
| Q4 2022 | $440,420 | +24.1% | 8,090 | +15.3% | 0.00% | 0.0% |
| Q3 2022 | $355,000 | +37.1% | 7,016 | +117.3% | 0.00% | 0.0% |
| Q1 2022 | $259,000 | -67.4% | 3,228 | -57.3% | 0.00% | -66.7% |
| Q4 2021 | $795,000 | +44.0% | 7,563 | -27.0% | 0.01% | -25.0% |
| Q4 2020 | $552,000 | – | 10,364 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 1,290,982 | $46,059,000,000 | 26.46% |
| ACK Asset Management | 308,000 | $9,592,000 | 4.35% |
| IAT REINSURANCE CO LTD. | 300,000 | $11,175,000 | 3.06% |
| RK Capital | 162,800 | $6,064,000 | 1.77% |
| WASATCH ADVISORS LP | 4,671,875 | $174,027,000 | 1.26% |
| Conestoga Capital Advisors, LLC | 1,321,801 | $49,237,000 | 1.07% |
| Penn Capital Management Company, LLC | 215,619 | $8,035,000 | 1.05% |
| Brown Capital Management | 2,808,196 | $104,605,000 | 0.90% |
| ROYCE & ASSOCIATES LP | 1,074,566 | $40,028,000 | 0.44% |
| GW&K Investment Management, LLC | 656,467 | $24,454,000 | 0.34% |