Avalon Trust Co - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 170 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
Avalon Trust Co ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q2 2024$19,100
+6.8%
4000.0%0.00%
+100.0%
Q1 2024$17,876
-1.5%
4000.0%0.00%
-50.0%
Q4 2023$18,140
-18.3%
4000.0%0.00%0.0%
Q3 2023$22,192
-16.1%
4000.0%0.00%0.0%
Q2 2023$26,436
+1.1%
4000.0%0.00%
-33.3%
Q1 2023$26,1604000.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q2 2023
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