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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |