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Helios Technologies (HLIO) Institutional Ownership

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$53.47
+0.49 (+0.92%)
(As of 05/17/2024 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)
74
Total
Institutional Inflows
(last 12 months)
$273.30M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$80.20M
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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
5/17/2024 Comerica Bank139,395$6.23M0.0%-4.6%0.420%
5/16/2024 California State Teachers Retirement System33,067$1.48M0.0%-5.2%0.100%
5/16/2024 Jacobs Levy Equity Management Inc.80,486$3.60M0.0%-0.5%0.242%
5/16/2024 Kennedy Capital Management LLC71,960$3.22M0.1%-25.4%0.217%
5/16/2024 Bayesian Capital Management LP11,482$513K0.0%N/A0.035%
5/16/2024 Silvercrest Asset Management Group LLC184,915$8.26M0.1%+24.7%0.557%
5/15/2024 Public Employees Retirement System of Ohio60,463$2.70M0.0%-8.0%0.182%
5/15/2024 Price T Rowe Associates Inc. MD25,478$1.14M0.0%-43.0%0.077%
5/15/2024 Brown Capital Management LLC2,250,288$100.57M1.8%-27.7%6.778%
5/15/2024 Keeley Teton Advisors LLC73,691$3.29M0.4%N/A0.222%
5/14/2024 EntryPoint Capital LLC2,966$133K0.1%N/A0.009%
5/14/2024 MQS Management LLC5,497$246K0.1%N/A0.017%
5/14/2024 CANADA LIFE ASSURANCE Co12,364$553K0.0%+326.5%0.037%
5/10/2024 Vanguard 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%
5/8/2024 ProShare Advisors LLC5,964$267K0.0%+8.6%0.018%
5/8/2024 Isthmus Partners LLC62,999$2.82M0.3%+64.8%0.190%
5/8/2024 Inspire Investing LLC8,131$363K0.0%N/A0.025%
5/7/2024 Sei 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%
5/6/2024 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%
3/25/2024 Quadrature Capital Ltd10,257$465K0.0%N/A0.031%
3/22/2024 PNC Financial Services Group Inc.4,315$196K0.0%+703.5%0.013%
3/11/2024 Vanguard Group Inc.3,218,839$145.97M0.0%+2.8%9.719%
3/5/2024 Wellington Management Group LLP2,524,041$114.47M0.0%+125.6%7.621%
2/15/2024 Penn Capital Management Company LLC38,535$1.75M0.2%N/A0.117%
2/15/2024 Brown 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%
2/14/2024 Intrepid Capital Management Inc.20,114$912K0.6%N/A0.061%
2/13/2024 First National Bank of Omaha7,424$337K0.0%N/A0.022%
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2/13/2024 Aristides Capital LLC6,347$288K0.1%N/A0.019%
2/12/2024 Madison Asset Management LLC29,994$1.36M0.0%-55.3%0.091%
2/12/2024 Evoke Wealth LLC33,442$1.52M0.0%N/A0.101%
2/12/2024 Isthmus Partners LLC38,226$1.73M0.2%+9.3%0.116%
2/12/2024 TD Asset Management Inc35,770$1.62M0.0%-20.9%0.108%
2/9/2024 Dynamic Technology Lab Private Ltd9,434$428K0.0%N/A0.029%
2/9/2024 Norges Bank239,997$10.88M0.0%N/A0.726%
2/7/2024 Dimensional Fund Advisors LP1,198,815$54.37M0.0%+5.1%3.627%
2/7/2024 Jump Financial LLC25,567$1.16M0.0%N/A0.077%
2/7/2024 BNP Paribas Financial Markets42,785$1.94M0.0%+51.2%0.129%
2/7/2024 Wrapmanager Inc.7,859$356K0.1%-3.3%0.024%
2/6/2024 Charles 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%
2/6/2024 Swiss 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%
2/5/2024 Russell Investments Group Ltd.13,324$604K0.0%-52.3%0.040%
2/2/2024 State of New Jersey Common Pension Fund D65,374$2.97M0.0%+51.3%0.198%
2/1/2024 New 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%
1/31/2024 Knights 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%
12/18/2023 Vanguard Group Inc.3,130,183$173.66M0.0%+0.7%9.471%
12/6/2023 Citigroup Inc.6,686$371K0.0%-54.0%0.020%
12/1/2023 Wellington Management Group LLP1,118,943$62.08M0.0%+117.7%3.386%
11/21/2023 Comerica Bank151,248$8.39M0.0%+12.8%0.458%
11/17/2023 OLD National Bancorp IN6,387$354K0.0%+88.5%0.019%
11/17/2023 Jacobs Levy Equity Management Inc.95,694$5.31M0.0%+27.2%0.290%
11/15/2023 Kennedy Capital Management LLC119,548$6.63M0.2%-0.8%0.362%
11/15/2023 Advantage Alpha Capital Partners LP41,083$2.28M0.5%-19.4%0.124%
11/15/2023 Glenmede Trust Co. NA9,885$548K0.0%+28.4%0.030%
11/14/2023 Fred Alger Management LLC122,860$6.82M0.0%N/A0.372%
11/13/2023 Federated Hermes Inc.36,412$2.02M0.0%+1.2%0.110%
11/13/2023 Stifel Financial Corp39,835$2.21M0.0%+4.1%0.121%
11/13/2023 Dark Forest Capital Management LP8,762$486K0.0%N/A0.027%
11/13/2023 PNC Financial Services Group Inc.537$30K0.0%-82.9%0.002%
11/9/2023 Loomis Sayles & Co. L P562,433$31.20M0.1%-3.0%1.703%
11/9/2023 Rhumbline Advisers46,948$2.61M0.0%+4.2%0.142%
11/9/2023 Deutsche 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%
11/8/2023 Charles Schwab Investment Management Inc.270,198$14.99M0.0%+2.3%0.818%
11/8/2023 Swiss National Bank71,800$3.98M0.0%+1.1%0.217%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
11/8/2023 New York Life Investment Management LLC5,444$302K0.0%-13.6%0.016%
11/8/2023 Oppenheimer Asset Management Inc.21,550$1.20M0.0%-2.5%0.065%
11/6/2023 Wrapmanager Inc.8,126$451K0.1%+33.3%0.025%
11/6/2023 Victory Capital Management Inc.9,721$539K0.0%+34.3%0.029%
11/1/2023 Knights 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%
10/27/2023 TD 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%
(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, 129 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), Brown Capital Management LLC ($100.57M), 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 106 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 7,614,069 shares in the last 24 months. This purchase volume represents approximately $408.54M in transactions.

Which Helios Technologies major shareholders have been selling company stock?

Of the 71 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 ($939.63K), 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), and Ceredex Value Advisors LLC ($150.92K).

How much institutional selling is happening at Helios Technologies?

Institutional investors have sold a total of 3,008,797 shares in the last 24 months. This volume of shares sold represents approximately $163.57M in transactions.


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This page (NASDAQ:HLIO) was last updated on 5/19/2024 by MarketBeat.com Staff

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