HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 181 filers reported holding HELIOS TECHNOLOGIES INC in Q4 2021. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,231 | -12.7% | 7,232 | +4.0% | 0.00% | 0.0% |
| Q2 2023 | $459,590 | -1.9% | 6,954 | -2.9% | 0.00% | 0.0% |
| Q1 2023 | $468,591 | +1561.7% | 7,165 | +1283.2% | 0.00% | – |
| Q4 2022 | $28,200 | -2.8% | 518 | -10.7% | 0.00% | – |
| Q3 2022 | $29,000 | -29.3% | 580 | -5.8% | 0.00% | – |
| Q2 2022 | $41,000 | -21.2% | 616 | -4.2% | 0.00% | – |
| Q1 2022 | $52,000 | -69.6% | 643 | -60.6% | 0.00% | -100.0% |
| Q4 2021 | $171,000 | +362.2% | 1,630 | +266.3% | 0.00% | – |
| Q3 2021 | $37,000 | +5.7% | 445 | -0.9% | 0.00% | – |
| Q2 2021 | $35,000 | +6.1% | 449 | 0.0% | 0.00% | – |
| Q1 2021 | $33,000 | +50.0% | 449 | +10.3% | 0.00% | – |
| Q4 2020 | $22,000 | -54.2% | 407 | -69.0% | 0.00% | – |
| Q3 2020 | $48,000 | -2.0% | 1,313 | -0.5% | 0.00% | – |
| Q2 2020 | $49,000 | -3.9% | 1,319 | -2.4% | 0.00% | – |
| Q1 2020 | $51,000 | -19.0% | 1,352 | -0.3% | 0.00% | – |
| Q4 2019 | $63,000 | +18.9% | 1,356 | +4.2% | 0.00% | – |
| Q3 2019 | $53,000 | -19.7% | 1,301 | -8.1% | 0.00% | – |
| Q2 2019 | $66,000 | – | 1,415 | – | 0.00% | – |
Download | ||||||
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% |