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 | $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 | $1,120,000 | – | 24,137 | – | 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% |