Invesco Ltd. - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 165 filers reported holding HELIOS TECHNOLOGIES INC in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Invesco Ltd. ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$2,306,858
-12.8%
41,580
+3.9%
0.00%0.0%
Q2 2023$2,645,649
+3.2%
40,031
+2.1%
0.00%0.0%
Q1 2023$2,564,203
+40.2%
39,208
+16.7%
0.00%0.0%
Q4 2022$1,829,456
+0.3%
33,605
-6.8%
0.00%0.0%
Q3 2022$1,824,000
-91.1%
36,050
-88.4%
0.00%
-83.3%
Q2 2022$20,537,000
-14.7%
310,017
+3.3%
0.01%0.0%
Q1 2022$24,078,000
-41.8%
300,031
-23.8%
0.01%
-40.0%
Q4 2021$41,406,000
+24.2%
393,704
-3.0%
0.01%
+25.0%
Q3 2021$33,331,000
+8.2%
405,917
+2.8%
0.01%0.0%
Q2 2021$30,806,000
+8.8%
394,698
+1.6%
0.01%0.0%
Q1 2021$28,302,000
+35.7%
388,401
-0.8%
0.01%
+33.3%
Q4 2020$20,862,000
+2230.9%
391,482
+1492.9%
0.01%
Q3 2020$895,000
-4.7%
24,576
-2.6%
0.00%
Q2 2020$939,000
-11.2%
25,224
-9.6%
0.00%
Q1 2020$1,058,000
-4.2%
27,897
+16.9%
0.00%
Q4 2019$1,104,000
+16.2%
23,870
+2.0%
0.00%
Q3 2019$950,000
-15.2%
23,405
-3.0%
0.00%
Q2 2019$1,120,00024,1370.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q4 2022
NameSharesValueWeighting ↓
Sara-Bay Financial 1,029,496$54,862,000,00024.76%
IAT REINSURANCE CO LTD. 300,000$15,987,0003.27%
RK Capital 191,400$10,200,0002.26%
WASATCH ADVISORS LP 4,811,401$256,399,0001.26%
Conestoga Capital Advisors, LLC 1,382,887$73,694,0001.18%
Brown Capital Management 2,780,456$148,171,0001.02%
Advantage Alpha Capital Partners LP 80,689$4,300,0000.94%
EMC Capital Management 19,295$1,028,0000.78%
ROYCE & ASSOCIATES LP 1,020,095$54,361,0000.45%
GW&K Investment Management, LLC 739,907$39,429,0000.41%
View complete list of HELIOS TECHNOLOGIES INC shareholders