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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211 | -27.2% | 3,198 | -27.9% | 0.00% | -50.0% |
| Q1 2023 | $290 | -37.8% | 4,437 | -48.2% | 0.00% | -33.3% |
| Q4 2022 | $466 | -99.9% | 8,558 | -29.7% | 0.00% | -25.0% |
| Q3 2022 | $616,000 | +85.0% | 12,172 | +142.1% | 0.00% | +100.0% |
| Q2 2022 | $333,000 | -34.3% | 5,028 | -20.4% | 0.00% | -33.3% |
| Q1 2022 | $507,000 | -20.2% | 6,317 | +4.6% | 0.00% | 0.0% |
| Q4 2021 | $635,000 | +55.3% | 6,041 | +21.4% | 0.00% | +50.0% |
| Q3 2021 | $409,000 | +30.7% | 4,978 | +24.3% | 0.00% | 0.0% |
| Q2 2021 | $313,000 | +26.2% | 4,004 | +17.5% | 0.00% | +100.0% |
| Q1 2021 | $248,000 | – | 3,408 | – | 0.00% | – |
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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% |