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 | $712,918 | +102.8% | 12,850 | +141.5% | 0.15% | +48.5% |
| Q2 2023 | $351,599 | +18.1% | 5,320 | +16.8% | 0.10% | +8.4% |
| Q1 2023 | $297,766 | +32.4% | 4,553 | +10.2% | 0.10% | +26.7% |
| Q4 2022 | $224,892 | +141.8% | 4,131 | +125.1% | 0.08% | +63.0% |
| Q3 2022 | $93,000 | -8.8% | 1,835 | +19.1% | 0.05% | -27.0% |
| Q2 2022 | $102,000 | +9.7% | 1,541 | +33.3% | 0.06% | +34.0% |
| Q1 2022 | $93,000 | -30.1% | 1,156 | -8.3% | 0.05% | -24.2% |
| Q4 2021 | $133,000 | +24.3% | 1,260 | -3.0% | 0.06% | -10.1% |
| Q3 2021 | $107,000 | +33.8% | 1,299 | +27.5% | 0.07% | +38.0% |
| Q2 2021 | $80,000 | – | 1,019 | – | 0.05% | – |
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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% |