HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 167 filers reported holding HELIOS TECHNOLOGIES INC in Q4 2023. The put-call ratio across all filers is 2.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $46,386,642 | +7.3% | 971,448 | -1.0% | 18.82% | -2.9% |
| Q1 2024 | $43,221,728 | -3.1% | 981,197 | -0.3% | 19.39% | -10.9% |
| Q4 2023 | $44,624,717 | -18.4% | 984,007 | -0.2% | 21.76% | -21.5% |
| Q3 2023 | $54,692,683 | -16.8% | 985,809 | -0.9% | 27.74% | -13.3% |
| Q2 2023 | $65,768,869 | -0.2% | 995,141 | -1.2% | 31.98% | -4.7% |
| Q1 2023 | $65,903,057 | +19.2% | 1,007,692 | -0.8% | 33.55% | +7.9% |
| Q4 2022 | $55,280,000 | -99.9% | 1,015,422 | -0.6% | 31.10% | +8.1% |
| Q3 2022 | $51,713,000,000 | -31.7% | 1,022,001 | -11.1% | 28.78% | -21.8% |
| Q2 2022 | $75,758,000,000 | -18.3% | 1,149,324 | -0.6% | 36.78% | +0.0% |
| Q1 2022 | $92,783,000,000 | -23.9% | 1,156,175 | -0.3% | 36.77% | +0.4% |
| Q4 2021 | $121,940,000,000 | +49.9% | 1,159,455 | +17.0% | 36.61% | +15.0% |
| Q3 2021 | $81,353,000,000 | +4.8% | 990,781 | -0.3% | 31.83% | +8.8% |
| Q2 2021 | $77,662,000,000 | +6.8% | 993,631 | -0.4% | 29.27% | -1.3% |
| Q1 2021 | $72,695,000,000 | +32.5% | 997,598 | -3.1% | 29.65% | +19.7% |
| Q4 2020 | $54,862,000,000 | +21.1% | 1,029,496 | -17.3% | 24.76% | +0.6% |
| Q3 2020 | $45,292,000,000 | -1.7% | 1,244,282 | -3.6% | 24.61% | -7.0% |
| Q2 2020 | $46,059,000,000 | – | 1,290,982 | – | 26.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 997,598 | $72,695,000,000 | 29.65% |
| IAT REINSURANCE CO LTD. | 300,000 | $21,861,000 | 3.33% |
| RK Capital | 146,800 | $10,697,000 | 2.13% |
| WASATCH ADVISORS LP | 4,771,857 | $347,725,000 | 1.56% |
| Conestoga Capital Advisors, LLC | 1,399,309 | $101,968,000 | 1.54% |
| Brown Capital Management | 2,781,744 | $202,706,000 | 1.51% |
| Advantage Alpha Capital Partners LP | 72,627 | $5,292,000 | 1.11% |
| Sapience Investments, LLC | 115,850 | $8,442,000 | 1.06% |
| EMC Capital Management | 19,676 | $1,434,000 | 1.02% |
| EAM Global Investors LLC | 33,899 | $2,470,000 | 0.68% |