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 | $548,419 | +8.9% | 9,885 | +28.4% | 0.00% | 0.0% |
| Q2 2023 | $503,580 | 0.0% | 7,700 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $503,580 | +19.7% | 7,700 | -0.4% | 0.00% | +50.0% |
| Q4 2022 | $420,821 | +7.4% | 7,730 | -0.4% | 0.00% | 0.0% |
| Q3 2022 | $392,000 | -27.5% | 7,760 | -5.0% | 0.00% | -33.3% |
| Q2 2022 | $541,000 | -22.2% | 8,169 | -5.7% | 0.00% | 0.0% |
| Q1 2022 | $695,000 | -3.9% | 8,665 | +26.0% | 0.00% | 0.0% |
| Q4 2021 | $723,000 | +44.6% | 6,875 | +12.7% | 0.00% | 0.0% |
| Q3 2021 | $500,000 | +4.4% | 6,100 | -0.7% | 0.00% | +50.0% |
| Q2 2021 | $479,000 | +4.4% | 6,145 | -2.6% | 0.00% | 0.0% |
| Q1 2021 | $459,000 | +40.4% | 6,310 | +2.5% | 0.00% | 0.0% |
| Q4 2020 | $327,000 | +55.0% | 6,155 | +6.1% | 0.00% | +100.0% |
| Q3 2020 | $211,000 | +17.2% | 5,800 | +20.0% | 0.00% | 0.0% |
| Q2 2020 | $180,000 | +69.8% | 4,835 | +109.8% | 0.00% | – |
| Q1 2020 | $106,000 | 0.0% | 2,305 | 0.0% | 0.00% | – |
| Q4 2019 | $106,000 | +47.2% | 2,305 | +28.8% | 0.00% | – |
| Q3 2019 | $72,000 | -7.7% | 1,790 | +5.9% | 0.00% | – |
| Q2 2019 | $78,000 | – | 1,690 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 993,631 | $77,662,000,000 | 29.27% |
| IAT REINSURANCE CO LTD. | 300,000 | $23,415,000 | 3.16% |
| RK Capital | 162,300 | $12,668,000 | 2.38% |
| Brown Capital Management | 2,680,144 | $209,185,000 | 1.58% |
| Conestoga Capital Advisors, LLC | 1,375,815 | $107,382,000 | 1.55% |
| WASATCH ADVISORS LP | 4,822,101 | $376,365,000 | 1.53% |
| Sapience Investments, LLC | 138,920 | $10,843,000 | 1.35% |
| Advantage Alpha Capital Partners LP | 56,406 | $4,402,000 | 0.85% |
| EMC Capital Management | 16,896 | $1,319,000 | 0.75% |
| GW&K Investment Management, LLC | 746,110 | $58,234,000 | 0.51% |