MORGAN STANLEY - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 182 filers reported holding HELIOS TECHNOLOGIES INC in Q1 2022. The put-call ratio across all filers is 1.97 and the average weighting 0.3%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$5,661,636
-10.1%
102,047
+7.1%
0.00%0.0%
Q2 2023$6,296,303
+14.2%
95,268
+13.1%
0.00%0.0%
Q1 2023$5,511,231
-18.2%
84,269
-31.9%
0.00%0.0%
Q4 2022$6,735,976
-2.7%
123,732
-9.5%
0.00%0.0%
Q3 2022$6,923,000
-10.1%
136,773
+17.6%
0.00%0.0%
Q2 2022$7,705,000
+32.0%
116,304
+59.9%
0.00%0.0%
Q1 2022$5,838,000
-25.8%
72,754
-2.8%
0.00%0.0%
Q4 2021$7,870,000
+50.3%
74,817
+17.4%
0.00%0.0%
Q3 2021$5,235,000
-7.3%
63,748
-11.9%
0.00%0.0%
Q2 2021$5,650,000
+262.2%
72,389
+238.3%
0.00%
Q1 2021$1,560,000
+4.1%
21,395
-23.9%
0.00%
Q4 2020$1,498,000
+381.7%
28,128
+230.5%
0.00%
Q3 2020$311,000
-94.2%
8,511
-94.1%
0.00%
-100.0%
Q2 2020$5,360,000
+1596.2%
143,882
+1625.0%
0.00%
Q1 2020$316,000
-84.8%
8,341
-81.5%
0.00%
Q4 2019$2,081,000
+264.4%
44,999
+220.0%
0.00%
Q3 2019$571,000
-22.3%
14,063
-11.2%
0.00%
Q2 2019$735,00015,8410.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q1 2022
NameSharesValueWeighting ↓
Sara-Bay Financial 993,631$77,662,000,00029.27%
IAT REINSURANCE CO LTD. 300,000$23,415,0003.16%
RK Capital 162,300$12,668,0002.38%
Brown Capital Management 2,680,144$209,185,0001.58%
Conestoga Capital Advisors, LLC 1,375,815$107,382,0001.55%
WASATCH ADVISORS LP 4,822,101$376,365,0001.53%
Sapience Investments, LLC 138,920$10,843,0001.35%
Advantage Alpha Capital Partners LP 56,406$4,402,0000.85%
EMC Capital Management 16,896$1,319,0000.75%
GW&K Investment Management, LLC 746,110$58,234,0000.51%
View complete list of HELIOS TECHNOLOGIES INC shareholders