HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 174 filers reported holding HELIOS TECHNOLOGIES INC in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,468 | -16.1% | 1,883 | 0.0% | 0.00% | – |
| Q2 2023 | $124,447 | -16.7% | 1,883 | -17.5% | 0.00% | – |
| Q1 2023 | $149,308 | -29.0% | 2,283 | -40.9% | 0.00% | – |
| Q4 2022 | $210,193 | -29.5% | 3,861 | -34.5% | 0.00% | -100.0% |
| Q3 2022 | $298,000 | -18.8% | 5,896 | +6.4% | 0.00% | 0.0% |
| Q2 2022 | $367,000 | -15.4% | 5,540 | +2.6% | 0.00% | 0.0% |
| Q1 2022 | $434,000 | +1.4% | 5,397 | +32.5% | 0.00% | 0.0% |
| Q4 2021 | $428,000 | +29.3% | 4,072 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $331,000 | +5.8% | 4,029 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $313,000 | +23.2% | 4,014 | +15.3% | 0.00% | 0.0% |
| Q1 2021 | $254,000 | +38.0% | 3,482 | +0.8% | 0.00% | – |
| Q4 2020 | $184,000 | +39.4% | 3,455 | -4.8% | 0.00% | – |
| Q3 2020 | $132,000 | -4.3% | 3,631 | -1.9% | 0.00% | – |
| Q2 2020 | $138,000 | -28.9% | 3,701 | -27.5% | 0.00% | -100.0% |
| Q1 2020 | $194,000 | -14.5% | 5,107 | +3.8% | 0.00% | 0.0% |
| Q4 2019 | $227,000 | +25.4% | 4,919 | +10.4% | 0.00% | – |
| Q3 2019 | $181,000 | -13.0% | 4,455 | -0.2% | 0.00% | -100.0% |
| Q2 2019 | $208,000 | – | 4,465 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 990,781 | $81,353,000,000 | 31.83% |
| IAT REINSURANCE CO LTD. | 300,000 | $24,633,000 | 3.69% |
| RK Capital | 128,400 | $10,543,000 | 2.00% |
| Brown Capital Management | 2,683,880 | $220,373,000 | 1.80% |
| Conestoga Capital Advisors, LLC | 1,500,121 | $123,175,000 | 1.70% |
| WASATCH ADVISORS LP | 4,785,053 | $392,901,000 | 1.60% |
| Sapience Investments, LLC | 151,380 | $12,430,000 | 1.48% |
| Advantage Alpha Capital Partners LP | 57,405 | $4,714,000 | 0.86% |
| EMC Capital Management | 16,896 | $1,538,000 | 0.86% |
| GW&K Investment Management, LLC | 742,828 | $60,993,000 | 0.54% |