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Helios Technologies (HLIO) Institutional Ownership

Helios Technologies logo
$51.46 -0.80 (-1.53%)
(As of 02:44 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)
79
Total
Institutional Inflows
(last 12 months)
$294.34M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$76.59M
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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
11/9/2024 Intech Investment Management LLC4,701$224K0.0%N/A0.014%
11/8/2024 King Luther Capital Management Corp70,442$3.36M0.0%+1.0%0.212%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG48,737$2.33M0.0%N/A0.147%
11/8/2024 Wrapmanager Inc.8,269$394K0.1%-7.3%0.025%
11/7/2024 Quest Partners LLC13,054$623K0.1%N/A0.039%
11/7/2024 Thrivent Financial for Lutherans1,820,140$86.82M0.2%+30.8%5.479%
11/6/2024 Vaughan Nelson Investment Management L.P.12,210$583K0.0%N/A0.037%
11/6/2024 Royce & Associates LP388,659$18.54M0.2%+34.1%1.170%
11/6/2024 Oppenheimer Asset Management Inc.30,808$1.47M0.0%+23.0%0.093%
11/5/2024 Victory Capital Management Inc.9,361$447K0.0%-16.8%0.028%
11/4/2024 Versor Investments LP5,300$253K0.0%N/A0.016%
11/4/2024 Diamond Hill Capital Management Inc.285,805$13.63M0.1%N/A0.860%
10/29/2024 Ceredex Value Advisors LLC87,893$4.19M0.1%-53.1%0.265%
10/28/2024 Conestoga Capital Advisors LLC1,720,401$82.06M1.1%-14.3%5.179%
10/28/2024 New York State Common Retirement Fund393,323$18.76M0.0%-6.6%1.184%
10/28/2024 Stephens Inc. AR4,298$205K0.0%N/A0.013%
10/25/2024 Pinnacle Associates Ltd.19,442$882K0.0%+63.8%0.059%
10/24/2024 Nisa Investment Advisors LLC9,503$453K0.0%-4.9%0.029%
10/24/2024 GHP 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%
10/16/2024 Cardinal Capital Management22,219$1.06M0.2%+14.8%0.067%
10/16/2024 nVerses Capital LLC1,200$57K0.0%+200.0%0.004%
10/11/2024 Procyon Advisors LLC10,760$513K0.0%+47.8%0.032%
10/10/2024 Inspire Investing LLC8,654$413K0.0%+18.8%0.026%
10/8/2024 Clean Yield Group11,119$530K0.2%-2.0%0.033%
10/7/2024 Sara Bay Financial970,379$46.29M19.1%-0.1%2.923%
10/5/2024 Handelsbanken Fonder AB7,758$370K0.0%+13.1%0.023%
10/3/2024 SG Americas Securities LLC11,616$554K0.0%+302.4%0.035%
10/2/2024 Central Pacific Bank Trust Division6,498$310K0.0%+9.9%0.020%
8/16/2024 Creative 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%
8/13/2024 Thrivent 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%
8/13/2024 King 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%
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8/13/2024Public Employees Retirement Association of Colorado5,187$248K0.0%-8.0%0.016%
8/12/2024 Inspire Investing LLC7,282$348K0.0%-10.4%0.022%
8/9/2024Renaissance Technologies LLC46,575$2.22M0.0%-16.3%0.140%
8/9/2024 Dimensional Fund Advisors LP1,284,429$61.33M0.0%+4.4%3.869%
8/8/2024 Oppenheimer Asset Management Inc.25,048$1.20M0.0%+51.8%0.075%
8/8/2024 Wrapmanager Inc.8,919$426K0.1%-12.7%0.027%
8/8/2024 GHP 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%
7/29/2024 Innealta Capital LLC727$35K0.0%N/A0.002%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank5,340$255K0.0%-28.9%0.016%
7/26/2024 Conestoga Capital Advisors LLC2,008,286$95.90M1.4%-0.1%6.049%
7/26/2024 Legato 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%
7/25/2024 Ceredex Value Advisors LLC187,541$8.96M0.2%-36.0%0.565%
7/20/2024 Sara Bay Financial971,448$46.39M18.8%-1.0%2.926%
7/12/2024 SG Americas Securities LLC2,887$138K0.0%N/A0.009%
7/12/2024 Cardinal Capital Management19,353$924K0.2%+3.8%0.058%
7/2/2024 First Hawaiian Bank9,384$448K0.0%N/A0.028%
5/29/2024 Clean 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%
5/15/2024Keeley Teton Advisors LLC73,691$3.29M0.4%N/A0.222%
5/14/2024EntryPoint Capital LLC2,966$133K0.1%N/A0.009%
5/14/2024 MQS 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%
5/9/2024 State Board of Administration of Florida Retirement System13,625$609K0.0%+45.6%0.041%
5/8/2024 Entropy 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%
5/8/2024 Inspire Investing LLC8,131$363K0.0%N/A0.025%
5/7/2024Sei Investments Co.117,032$5.23M0.0%+16.1%0.353%
5/7/2024 Oppenheimer Asset Management Inc.16,502$737K0.0%-21.3%0.050%
5/6/2024Quantbot Technologies LP7,652$342K0.0%-53.7%0.023%
5/3/2024 GSA Capital Partners LLP19,939$891K0.1%+53.2%0.060%
5/1/2024Capstone Investment Advisors LLC8,875$397K0.0%N/A0.027%
5/1/2024BNP Paribas Financial Markets34,886$1.56M0.0%-18.5%0.105%
5/1/2024 Mirae Asset Global Investments Co. Ltd.14,249$637K0.0%-6.2%0.043%
4/26/2024 Pinnacle Associates Ltd.18,592$831K0.0%-4.4%0.056%
4/26/2024 Conestoga Capital Advisors LLC2,010,417$89.85M1.3%+0.1%6.070%
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4/19/2024 Azzad Asset Management Inc. ADV7,665$343K0.0%+3.7%0.023%
4/18/2024Wasatch Advisors LP4,169,735$186.35M1.0%+8.7%12.590%
4/16/2024 Cardinal Capital Management18,651$834K0.1%N/A0.056%
3/25/2024Quadrature Capital Ltd10,257$465K0.0%N/A0.031%
3/22/2024 PNC Financial Services Group Inc.4,315$196K0.0%+703.5%0.013%
3/11/2024Vanguard Group Inc.3,218,839$145.97M0.0%+2.8%9.719%
3/5/2024Wellington Management Group LLP2,524,041$114.47M0.0%+125.6%7.621%
2/15/2024Penn Capital Management Company LLC38,535$1.75M0.2%N/A0.117%
2/15/2024Brown Capital Management LLC3,114,144$141.23M2.1%+7.0%9.423%
2/14/2024Wasatch Advisors LP3,835,129$173.92M1.0%-0.4%11.604%
(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 ($186.35M), Vanguard Group Inc. ($144.97M), Wellington Management Group LLP ($114.47M), 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 120 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 ($1.37M), 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 9,408,572 shares in the last 24 months. This purchase volume represents approximately $485.15M in transactions.

Which Helios Technologies major shareholders have been selling company stock?

Of the 68 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: Brown Capital Management LLC ($1.11M), Wasatch Advisors LP ($570.72K), Conestoga Capital Advisors LLC ($394.56K), Ceredex Value Advisors LLC ($353.22K), Federated Hermes Inc. ($109.84K), Sara Bay Financial ($48.81K), and Madison Asset Management LLC ($37.08K).

How much institutional selling is happening at Helios Technologies?

Institutional investors have sold a total of 3,001,945 shares in the last 24 months. This volume of shares sold represents approximately $157.37M in transactions.


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This page (NASDAQ:HLIO) was last updated on 11/12/2024 by MarketBeat.com Staff
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