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Helios Technologies (HLIO) Institutional Ownership

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$48.33
-0.07 (-0.14%)
(As of 05/8/2024 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)
75
Total
Institutional Inflows
(last 12 months)
$272.93M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$69.04M
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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
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%
5/7/2024Sei Investments Co.117,032$5.23M0.0%+16.1%0.353%
5/7/2024Oppenheimer Asset Management Inc.16,502$737K0.0%-21.3%0.050%
5/6/2024 Quantbot Technologies LP7,652$342K0.0%-53.7%0.023%
5/3/2024 GSA Capital Partners LLP19,939$891K0.1%+53.2%0.060%
5/1/2024 Capstone Investment Advisors LLC8,875$397K0.0%N/A0.027%
5/1/2024 BNP 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%
4/19/2024 Azzad Asset Management Inc. ADV7,665$343K0.0%+3.7%0.023%
4/18/2024 Wasatch 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%
3/22/2024PNC 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%
2/14/2024 Wasatch Advisors LP3,835,129$173.92M1.0%-0.4%11.604%
2/14/2024Intrepid Capital Management Inc.20,114$912K0.6%N/A0.061%
2/13/2024First National Bank of Omaha7,424$337K0.0%N/A0.022%
2/13/2024Aristides Capital LLC6,347$288K0.1%N/A0.019%
2/12/2024Madison Asset Management LLC29,994$1.36M0.0%-55.3%0.091%
2/12/2024Evoke Wealth LLC33,442$1.52M0.0%N/A0.101%
2/12/2024Isthmus Partners LLC38,226$1.73M0.2%+9.3%0.116%
2/12/2024TD Asset Management Inc35,770$1.62M0.0%-20.9%0.108%
2/9/2024Dynamic Technology Lab Private Ltd9,434$428K0.0%N/A0.029%
2/9/2024Norges Bank239,997$10.88M0.0%N/A0.726%
2/7/2024Dimensional Fund Advisors LP1,198,815$54.37M0.0%+5.1%3.627%
2/7/2024Jump Financial LLC25,567$1.16M0.0%N/A0.077%
2/7/2024 BNP Paribas Financial Markets42,785$1.94M0.0%+51.2%0.129%
2/7/2024Wrapmanager Inc.7,859$356K0.1%-3.3%0.024%
2/6/2024Charles Schwab Investment Management Inc.258,982$11.75M0.0%-4.2%0.784%
2/6/2024 Amalgamated Bank4,651$211K0.0%-6.6%0.014%
2/6/2024Swiss National Bank65,100$2.95M0.0%-9.3%0.197%
2/5/2024 Victory Capital Management Inc.9,437$428K0.0%-2.9%0.029%
2/5/2024Russell Investments Group Ltd.13,324$604K0.0%-52.3%0.040%
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2/2/2024 State of New Jersey Common Pension Fund D65,374$2.97M0.0%+51.3%0.198%
2/1/2024New York State Common Retirement Fund421,084$19.10M0.0%+0.1%1.274%
2/1/2024 OLD National Bancorp IN7,264$329K0.0%+13.7%0.022%
1/31/2024Knights of Columbus Asset Advisors LLC3,782$172K0.0%-77.6%0.011%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank9,869$448K0.0%+95.9%0.030%
1/26/2024 GHP Investment Advisors Inc.30,319$1.38M0.1%-14.4%0.092%
1/26/2024 Conestoga Capital Advisors LLC2,007,758$91.05M1.4%+3.3%6.075%
1/25/2024 Ceredex Value Advisors LLC288,119$13.07M0.2%+29.0%0.872%
1/25/2024 Nisa Investment Advisors LLC10,433$473K0.0%-11.1%0.032%
1/24/2024 Mirae Asset Global Investments Co. Ltd.15,187$689K0.0%+6.6%0.046%
1/19/2024 Fifth Third Bancorp914$41K0.0%-87.4%0.003%
1/16/2024 Tributary Capital Management LLC175,297$7.95M0.7%N/A0.530%
1/16/2024 Raymond James & Associates48,592$2.20M0.0%-7.4%0.147%
1/12/2024 Sara Bay Financial984,007$44.63M21.3%-0.2%2.977%
12/18/2023Vanguard Group Inc.3,130,183$173.66M0.0%+0.7%9.471%
12/6/2023Citigroup Inc.6,686$371K0.0%-54.0%0.020%
12/1/2023Wellington Management Group LLP1,118,943$62.08M0.0%+117.7%3.386%
11/21/2023Comerica Bank151,248$8.39M0.0%+12.8%0.458%
11/17/2023 OLD National Bancorp IN6,387$354K0.0%+88.5%0.019%
11/17/2023Jacobs Levy Equity Management Inc.95,694$5.31M0.0%+27.2%0.290%
11/15/2023Kennedy Capital Management LLC119,548$6.63M0.2%-0.8%0.362%
11/15/2023Advantage Alpha Capital Partners LP41,083$2.28M0.5%-19.4%0.124%
11/15/2023Glenmede Trust Co. NA9,885$548K0.0%+28.4%0.030%
11/14/2023Fred Alger Management LLC122,860$6.82M0.0%N/A0.372%
11/13/2023Federated Hermes Inc.36,412$2.02M0.0%+1.2%0.110%
11/13/2023Stifel Financial Corp39,835$2.21M0.0%+4.1%0.121%
11/13/2023Dark Forest Capital Management LP8,762$486K0.0%N/A0.027%
11/13/2023PNC Financial Services Group Inc.537$30K0.0%-82.9%0.002%
11/9/2023Loomis Sayles & Co. L P562,433$31.20M0.1%-3.0%1.703%
11/9/2023Rhumbline Advisers46,948$2.61M0.0%+4.2%0.142%
11/9/2023Deutsche Bank AG17,332$962K0.0%+13.3%0.052%
11/8/2023 State of New Jersey Common Pension Fund D43,195$2.40M0.0%-10.8%0.131%
11/8/2023Charles Schwab Investment Management Inc.270,198$14.99M0.0%+2.3%0.818%
11/8/2023Swiss National Bank71,800$3.98M0.0%+1.1%0.217%
11/8/2023 New York Life Investment Management LLC5,444$302K0.0%-13.6%0.016%
11/8/2023Oppenheimer Asset Management Inc.21,550$1.20M0.0%-2.5%0.065%
11/6/2023Wrapmanager Inc.8,126$451K0.1%+33.3%0.025%
11/6/2023 Victory Capital Management Inc.9,721$539K0.0%+34.3%0.029%
11/1/2023Knights of Columbus Asset Advisors LLC16,891$937K0.1%-44.8%0.051%
10/31/2023 Fifth Third Bancorp7,232$401K0.0%+4.0%0.022%
10/30/2023 Conestoga Capital Advisors LLC1,943,046$107.80M1.9%-4.9%5.883%
10/27/2023 Allspring Global Investments Holdings LLC940$52K0.0%-18.8%0.003%
10/27/2023TD Asset Management Inc45,218$2.51M0.0%+1.8%0.137%
10/26/2023 Yorktown Management & Research Co Inc5,200$288K0.3%N/A0.016%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank5,037$279K0.0%+22.7%0.015%
10/24/2023 Bank of New York Mellon Corp179,950$9.98M0.0%-3.1%0.545%
10/24/2023 Ceredex Value Advisors LLC223,300$12.39M0.2%N/A0.676%
10/24/2023 Raymond James & Associates52,459$2.91M0.0%+1.4%0.159%
10/24/2023 Pinnacle Associates Ltd.19,497$1.08M0.0%+1.0%0.059%
10/17/2023 GHP Investment Advisors Inc.35,420$1.89M0.1%+7.8%0.107%
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10/13/2023 SG Americas Securities LLC9,364$520K0.0%N/A0.028%
10/13/2023 Sara Bay Financial985,809$54.69M27.7%-0.9%2.985%
8/22/2023Comerica Bank134,068$88.61M0.1%N/A0.406%
8/15/2023Brown Capital Management LLC2,918,177$192.86M2.7%-2.0%8.835%
8/14/2023State of Wyoming5,320$352K0.1%+16.8%0.016%
8/14/2023Silvercrest Asset Management Group LLC148,478$9.81M0.1%+17.2%0.450%
8/14/2023Thrivent Financial for Lutherans1,409,557$93.16M0.2%+27.5%4.268%
8/11/2023Thematics Asset Management103,000$6.81M0.3%-7.2%0.312%
8/11/2023Natixis Investment Managers International1,148$76K0.0%-27.2%0.003%
8/11/2023B. Metzler seel. Sohn & Co. AG73,930$4.89M0.1%+100.0%0.224%
(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, 124 institutional investors and hedge funds held shares of Helios Technologies. The most heavily invested institutionals were Wasatch Advisors LP ($186.35M), Vanguard Group Inc. ($145.97M), Brown Capital Management LLC ($141.23M), Wellington Management Group LLP ($114.47M), Thrivent Financial for Lutherans ($93.16M), Conestoga Capital Advisors LLC ($89.85M), and Dimensional Fund Advisors LP ($54.37M).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 102 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 ($952.16K), Conestoga Capital Advisors LLC ($560.14K), Ceredex Value Advisors LLC ($344.56K), Wasatch Advisors LP ($334.61K), Norges Bank ($240.00K), and Victory Capital Management Inc. ($207.46K).

How much institutional buying is happening at Helios Technologies?

Institutional investors have bought a total of 7,585,095 shares in the last 24 months. This purchase volume represents approximately $412.23M 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 ($570.72K), Victory Capital Management Inc. ($207.82K), Conestoga Capital Advisors LLC ($194.92K), Sara Bay Financial ($172.17K), abrdn plc ($155.00K), Ceredex Value Advisors LLC ($150.92K), and Federated Hermes Inc. ($109.84K).

How much institutional selling is happening at Helios Technologies?

Institutional investors have sold a total of 2,110,185 shares in the last 24 months. This volume of shares sold represents approximately $124.23M in transactions.


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This page (NASDAQ:HLIO) was last updated on 5/9/2024 by MarketBeat.com Staff

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