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 | $422,205 | -56.7% | 7,610 | -48.4% | 0.00% | – |
| Q2 2023 | $975,205 | +71.9% | 14,756 | +70.1% | 0.00% | – |
| Q1 2023 | $567,337 | +346.7% | 8,674 | +271.8% | 0.00% | – |
| Q4 2022 | $127,008 | -14.8% | 2,333 | -21.0% | 0.00% | – |
| Q3 2022 | $149,000 | -36.6% | 2,954 | -16.6% | 0.00% | – |
| Q2 2022 | $235,000 | -87.2% | 3,542 | -84.5% | 0.00% | – |
| Q1 2022 | $1,837,000 | -46.4% | 22,889 | -29.8% | 0.00% | -100.0% |
| Q4 2021 | $3,427,000 | +99.6% | 32,587 | +55.8% | 0.00% | – |
| Q3 2021 | $1,717,000 | +66.9% | 20,916 | +58.7% | 0.00% | – |
| Q2 2021 | $1,029,000 | -57.9% | 13,176 | -60.7% | 0.00% | -100.0% |
| Q1 2021 | $2,442,000 | -33.2% | 33,512 | -51.2% | 0.00% | 0.0% |
| Q4 2020 | $3,657,000 | +50.2% | 68,624 | +2.6% | 0.00% | 0.0% |
| Q3 2020 | $2,434,000 | -6.1% | 66,883 | -3.9% | 0.00% | 0.0% |
| Q2 2020 | $2,593,000 | +318.9% | 69,607 | +326.6% | 0.00% | – |
| Q1 2020 | $619,000 | -32.0% | 16,318 | -17.1% | 0.00% | – |
| Q4 2019 | $910,000 | -55.5% | 19,689 | -60.9% | 0.00% | -100.0% |
| Q3 2019 | $2,043,000 | -9.4% | 50,376 | +3.7% | 0.00% | 0.0% |
| Q2 2019 | $2,256,000 | – | 48,594 | – | 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% |