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Helios Technologies (HLIO) Institutional Ownership

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$44.66 +0.00 (+0.00%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$44.61 -0.05 (-0.12%)
As of 01/31/2025 05:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
80
Total
Institutional Inflows
(last 12 months)
$297.79M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$161.52M
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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
1/31/2025Cardinal Capital Management23,219$1.04M0.2%+4.5%0.070%
1/31/2025Empower Advisory Group LLC6,765$302K0.0%+10.0%0.020%
1/30/2025 Rhumbline Advisers50,612$2.26M0.0%+1.5%0.152%
1/28/2025 Vaughan Nelson Investment Management L.P.720,925$32.18M0.3%+5,804.4%2.169%
1/27/2025 GHP Investment Advisors Inc.38,720$1.73M0.1%+4.0%0.116%
1/24/2025 Conestoga Capital Advisors LLC1,986,528$88.68M1.2%+15.5%5.976%
1/17/2025 Inspire Investing LLC8,955$400K0.0%+3.5%0.027%
1/17/2025 SG Americas Securities LLC13,479$602K0.0%+16.0%0.041%
1/15/2025 Ameritas Advisory Services LLC7,048$315K0.0%N/A0.021%
1/15/2025 Sara Bay Financial1,217,467$54.08M20.0%+25.5%3.662%
1/15/2025 Procyon Advisors LLC9,468$423K0.0%-12.0%0.028%
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%
11/6/2024 Vaughan 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%
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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%
10/28/2024 Conestoga 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%
10/28/2024 Stephens Inc. AR4,298$205K0.0%N/A0.013%
10/25/2024Pinnacle 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%
10/16/2024Cardinal Capital Management22,219$1.06M0.2%+14.8%0.067%
10/16/2024nVerses 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%
10/5/2024Handelsbanken 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%
8/16/2024Creative 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%
8/12/2024 Inspire Investing LLC7,282$348K0.0%-10.4%0.022%
8/9/2024Renaissance Technologies LLC46,575$2.22M0.0%-16.3%0.140%
8/9/2024Dimensional 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%
8/8/2024 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%
8/1/2024 Rhumbline 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%
7/26/2024 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%
7/25/2024Ceredex 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%
7/12/2024Cardinal Capital Management19,353$924K0.2%+3.8%0.058%
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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%
(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, 145 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), Conestoga Capital Advisors LLC ($88.68M), Thrivent Financial for Lutherans ($86.82M), Brown Capital Management LLC ($86.50M), 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 123 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 ($820.93K), Vaughan Nelson Investment Management L.P. ($720.93K), Wasatch Advisors LP ($334.61K), and Ceredex Value Advisors LLC ($288.12K).

How much institutional buying is happening at Helios Technologies?

Institutional investors have bought a total of 10,214,625 shares in the last 24 months. This purchase volume represents approximately $518.18M 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 ($205.35K), 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 4,501,772 shares in the last 24 months. This volume of shares sold represents approximately $227.76M in transactions.


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This page (NASDAQ:HLIO) was last updated on 2/1/2025 by MarketBeat.com Staff
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