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Helios Technologies (HLIO) Institutional Ownership

Helios Technologies logo
$44.42 -0.56 (-1.24%)
(As of 05:27 PM ET)
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Institutional Ownership Changes (13F Filings) for Helios Technologies (NASDAQ:HLIO)

Current
Institutional Ownership
Percentage
94.72%
Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$256.75M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$162.89M
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HLIO Institutional Buying and Selling by Quarter

Helios Technologies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.59,429$2.84M0.0%-23.7%0.179%
11/16/2024Geode Capital Management LLC752,544$35.90M0.0%+1.1%2.264%
11/15/2024Barclays PLC57,451$2.74M0.0%+230.1%0.173%
11/15/2024Jane Street Group LLC23,605$1.13M0.0%-48.1%0.071%
11/15/2024Wellington Management Group LLP2,022,724$96.48M0.0%-30.1%6.085%
11/15/2024State Street Corp773,777$36.91M0.0%+0.6%2.328%
11/15/2024Stifel Financial Corp50,547$2.41M0.0%+46.5%0.152%
11/15/2024Jacobs Levy Equity Management Inc.16,561$790K0.0%-32.9%0.050%
11/15/2024Janus Henderson Group PLC632,019$30.15M0.0%-13.2%1.901%
11/14/2024Wasatch Advisors LP3,543,128$169.01M0.8%-15.4%10.659%
11/14/2024Rockefeller Capital Management L.P.53,959$2.57M0.0%+60.1%0.162%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,352$2.93M0.0%-8.6%0.185%
11/13/2024BNP Paribas Financial Markets13,111$625K0.0%+20.1%0.039%
11/13/2024Quantbot Technologies LP10,348$494K0.0%N/A0.031%
11/13/2024Advantage Alpha Capital Partners LP45,636$2.18M0.5%+7.0%0.137%
11/13/2024The Manufacturers Life Insurance Company17,052$813K0.0%-1.4%0.051%
11/13/2024Truvestments Capital LLC3,750$179K0.0%N/A0.011%
11/12/2024Charles Schwab Investment Management Inc.364,984$17.41M0.0%+11.7%1.098%
11/12/2024Brown Capital Management LLC1,813,404$86.50M1.9%-8.5%5.455%
11/9/2024Intech Investment Management LLC4,701$224K0.0%N/A0.014%
11/8/2024King Luther Capital Management Corp70,442$3.36M0.0%+1.0%0.212%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG48,737$2.33M0.0%N/A0.147%
11/8/2024Wrapmanager Inc.8,269$394K0.1%-7.3%0.025%
11/7/2024Quest Partners LLC13,054$623K0.1%N/A0.039%
11/7/2024Thrivent Financial for Lutherans1,820,140$86.82M0.2%+30.8%5.479%
11/6/2024Vaughan Nelson Investment Management L.P.12,210$583K0.0%N/A0.037%
11/6/2024Royce & Associates LP388,659$18.54M0.2%+34.1%1.170%
11/6/2024Oppenheimer Asset Management Inc.30,808$1.47M0.0%+23.0%0.093%
11/5/2024Victory Capital Management Inc.9,361$447K0.0%-16.8%0.028%
11/4/2024Versor Investments LP5,300$253K0.0%N/A0.016%
11/4/2024Diamond Hill Capital Management Inc.285,805$13.63M0.1%N/A0.860%
10/29/2024Ceredex Value Advisors LLC87,893$4.19M0.1%-53.1%0.265%
10/28/2024Conestoga Capital Advisors LLC1,720,401$82.06M1.1%-14.3%5.179%
10/28/2024New York State Common Retirement Fund393,323$18.76M0.0%-6.6%1.184%
10/28/2024Stephens Inc. AR4,298$205K0.0%N/A0.013%
10/25/2024Pinnacle Associates Ltd.19,442$882K0.0%+63.8%0.059%
10/24/2024Nisa Investment Advisors LLC9,503$453K0.0%-4.9%0.029%
10/24/2024GHP Investment Advisors Inc.37,219$1.78M0.1%-5.2%0.112%
10/18/2024Raymond James & Associates73,272$3.50M0.0%+31.6%0.221%
10/16/2024Cardinal Capital Management22,219$1.06M0.2%+14.8%0.067%
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10/16/2024nVerses Capital LLC1,200$57K0.0%+200.0%0.004%
10/11/2024Procyon Advisors LLC10,760$513K0.0%+47.8%0.032%
10/10/2024Inspire Investing LLC8,654$413K0.0%+18.8%0.026%
10/8/2024Clean Yield Group11,119$530K0.2%-2.0%0.033%
10/7/2024Sara Bay Financial970,379$46.29M19.1%-0.1%2.923%
10/5/2024Handelsbanken Fonder AB7,758$370K0.0%+13.1%0.023%
10/3/2024SG Americas Securities LLC11,616$554K0.0%+302.4%0.035%
10/2/2024Central Pacific Bank Trust Division6,498$310K0.0%+9.9%0.020%
8/16/2024Creative Planning7,260$347K0.0%N/A0.022%
8/15/2024The Manufacturers Life Insurance Company17,292$826K0.0%+7.6%0.052%
8/15/2024Dark Forest Capital Management LP6,890$329K0.1%-32.0%0.021%
8/14/2024Squarepoint Ops LLC4,517$216K0.0%N/A0.014%
8/14/2024Marshall Wace LLP52,999$2.53M0.0%+39.1%0.160%
8/14/2024ProShare Advisors LLC4,445$212K0.0%-25.5%0.013%
8/13/2024Barrow Hanley Mewhinney & Strauss LLC898,419$42.90M0.1%N/A2.704%
8/13/2024Thrivent Financial for Lutherans1,392,030$66.47M0.1%-1.3%4.193%
8/13/2024Sei Investments Co.151,105$7.22M0.0%+29.1%0.455%
8/13/2024King Luther Capital Management Corp69,738$3.33M0.0%+4.2%0.210%
8/13/2024Canada Pension Plan Investment Board2,300$110K0.0%N/A0.007%
8/13/2024Public Employees Retirement Association of Colorado5,187$248K0.0%-8.0%0.016%
8/12/2024Inspire Investing LLC7,282$348K0.0%-10.4%0.022%
8/9/2024Renaissance Technologies LLC46,575$2.22M0.0%-16.3%0.140%
8/9/2024Dimensional Fund Advisors LP1,284,429$61.33M0.0%+4.4%3.869%
8/8/2024Oppenheimer Asset Management Inc.25,048$1.20M0.0%+51.8%0.075%
8/8/2024Wrapmanager Inc.8,919$426K0.1%-12.7%0.027%
8/8/2024GHP Investment Advisors Inc.39,271$1.88M0.1%+8.5%0.118%
8/8/2024American Century Companies Inc.24,218$1.16M0.0%+46.9%0.073%
8/6/2024Isthmus Partners LLC63,669$30K0.0%+1.1%0.192%
8/2/2024Mesirow Institutional Investment Management Inc.178,922$8.54M0.7%N/A0.539%
8/1/2024Rhumbline Advisers52,041$2.49M0.0%+8.4%0.157%
7/29/2024Innealta Capital LLC727$35K0.0%N/A0.002%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank5,340$255K0.0%-28.9%0.016%
7/26/2024Conestoga Capital Advisors LLC2,008,286$95.90M1.4%-0.1%6.049%
7/26/2024Legato Capital Management LLC17,559$838K0.1%N/A0.053%
7/26/2024Bank of New York Mellon Corp463,657$22.14M0.0%+24.4%1.397%
7/25/2024Ceredex Value Advisors LLC187,541$8.96M0.2%-36.0%0.565%
7/20/2024Sara Bay Financial971,448$46.39M18.8%-1.0%2.926%
7/12/2024SG Americas Securities LLC2,887$138K0.0%N/A0.009%
7/12/2024Cardinal Capital Management19,353$924K0.2%+3.8%0.058%
7/2/2024First Hawaiian Bank9,384$448K0.0%N/A0.028%
5/29/2024Clean Yield Group11,344$507K0.2%-2.6%0.034%
5/17/2024Comerica Bank139,395$6.23M0.0%-4.6%0.420%
5/16/2024California State Teachers Retirement System33,067$1.48M0.0%-5.2%0.100%
5/16/2024Jacobs Levy Equity Management Inc.80,486$3.60M0.0%-0.5%0.242%
5/16/2024Kennedy Capital Management LLC71,960$3.22M0.1%-25.4%0.217%
5/16/2024Bayesian Capital Management LP11,482$513K0.0%N/A0.035%
5/16/2024Silvercrest Asset Management Group LLC184,915$8.26M0.1%+24.7%0.557%
5/15/2024Public Employees Retirement System of Ohio60,463$2.70M0.0%-8.0%0.182%
5/15/2024Price T Rowe Associates Inc. MD25,478$1.14M0.0%-43.0%0.077%
5/15/2024Brown Capital Management LLC2,250,288$100.57M1.8%-27.7%6.778%
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5/15/2024Keeley Teton Advisors LLC73,691$3.29M0.4%N/A0.222%
5/14/2024EntryPoint Capital LLC2,966$133K0.1%N/A0.009%
5/14/2024MQS Management LLC5,497$246K0.1%N/A0.017%
5/14/2024CANADA LIFE ASSURANCE Co12,364$553K0.0%+326.5%0.037%
5/10/2024Vanguard Group Inc.3,243,814$144.97M0.0%+0.8%9.782%
5/9/2024State Board of Administration of Florida Retirement System13,625$609K0.0%+45.6%0.041%
5/8/2024Entropy Technologies LP6,760$302K0.0%N/A0.020%
5/8/2024ProShare Advisors LLC5,964$267K0.0%+8.6%0.018%
5/8/2024Isthmus Partners LLC62,999$2.82M0.3%+64.8%0.190%
5/8/2024Inspire Investing LLC8,131$363K0.0%N/A0.025%
(Data available from 1/1/2016 forward)

HLIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLIO shares?

During the previous two years, 144 institutional investors and hedge funds held shares of Helios Technologies. The most heavily invested institutionals were Wasatch Advisors LP ($169.01M), Vanguard Group Inc. ($144.97M), Wellington Management Group LLP ($96.48M), Thrivent Financial for Lutherans ($86.82M), Brown Capital Management LLC ($86.50M), Conestoga Capital Advisors LLC ($82.06M), and Dimensional Fund Advisors LP ($61.33M).Learn more on HLIO's institutional investors.

What percentage of Helios Technologies stock is owned by institutional investors?

94.72% of Helios Technologies stock is owned by institutional investors. Learn more on HLIO's institutional investor holdings.

Which institutional investors have been buying Helios Technologies stock?

Of the 121 institutional investors that purchased Helios Technologies stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($2.05M), Thrivent Financial for Lutherans ($1.07M), Barrow Hanley Mewhinney & Strauss LLC ($898.42K), Conestoga Capital Advisors LLC ($554.80K), Wasatch Advisors LP ($334.61K), Ceredex Value Advisors LLC ($288.12K), and Diamond Hill Capital Management Inc. ($285.81K).

How much institutional buying is happening at Helios Technologies?

Institutional investors have bought a total of 8,998,184 shares in the last 24 months. This purchase volume represents approximately $464.06M in transactions.

Which Helios Technologies major shareholders have been selling company stock?

Of the 69 institutional investors that sold Helios Technologies stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($1.21M), Brown Capital Management LLC ($1.11M), Wellington Management Group LLP ($871.82K), Conestoga Capital Advisors LLC ($394.56K), Ceredex Value Advisors LLC ($353.22K), Federated Hermes Inc. ($109.84K), and Janus Henderson Group PLC ($95.94K).

How much institutional selling is happening at Helios Technologies?

Institutional investors have sold a total of 4,655,510 shares in the last 24 months. This volume of shares sold represents approximately $236.14M in transactions.


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This page (NASDAQ:HLIO) was last updated on 12/30/2024 by MarketBeat.com Staff
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