HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 155 filers reported holding HELIOS TECHNOLOGIES INC in Q3 2023. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,636 | -20.3% | 408 | -5.1% | 0.00% | -20.0% |
| Q2 2023 | $28,419 | +1.1% | 430 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $28,121 | +27.8% | 430 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $22,000 | -21.4% | 430 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $28,000 | -26.3% | 430 | -8.9% | 0.01% | -22.2% |
| Q1 2022 | $38,000 | -24.0% | 472 | 0.0% | 0.01% | -18.2% |
| Q4 2021 | $50,000 | +28.2% | 472 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $39,000 | +5.4% | 472 | 0.0% | 0.01% | +11.1% |
| Q2 2021 | $37,000 | – | 472 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 985,809 | $54,692,683 | 27.74% |
| ACK Asset Management | 535,000 | $29,682 | 4.31% |
| IAT REINSURANCE CO LTD. | 300,000 | $16,644,000 | 3.30% |
| Brown Capital Management | 2,909,531 | $161,420,780 | 2.47% |
| Conestoga Capital Advisors, LLC | 1,943,046 | $107,800,202 | 1.85% |
| WASATCH ADVISORS LP | 3,849,849 | $213,589,623 | 1.35% |
| Sapience Investments, LLC | 88,842 | $4,928,954 | 1.18% |
| Granite Investment Partners, LLC | 221,051 | $12,263,909 | 0.51% |
| Advantage Alpha Capital Partners LP | 41,083 | $2,279,285 | 0.48% |
| Yorktown Management & Research Co Inc | 5,200 | $288,496 | 0.32% |