Helios Technologies (HLIO) Institutional Ownership

$46.38

+1.71 (+3.83%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 94.72%
Number of Institutional Buyers (last 12 months): 76
Total Institutional Inflows (last 12 months): $278.47M

Number of Institutional Sellers (last 12 months): 47
Total Institutional Outflows (last 12 months): $84.86M

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HLIO Institutional Buying and Selling by Quarter

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Helios Technologies Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Conestoga Capital Advisors LLC	2,008,286	$95.90M	1.4%	-0.1%	6.049%
7/26/2024	Legato Capital Management LLC	17,559	$838K	0.1%	N/A	0.053%
7/26/2024	Bank of New York Mellon Corp	463,657	$22.14M	0.0%	+24.4%	1.397%
7/25/2024	Ceredex Value Advisors LLC	187,541	$8.96M	0.2%	-36.0%	0.565%
7/20/2024	Sara Bay Financial	971,448	$46.39M	18.8%	-1.0%	2.926%
7/12/2024	SG Americas Securities LLC	2,887	$138K	0.0%	N/A	0.009%
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7/12/2024	Cardinal Capital Management	19,353	$924K	0.2%	+3.8%	0.058%
7/2/2024	First Hawaiian Bank	9,384	$448K	0.0%	N/A	0.028%
5/29/2024	Clean Yield Group	11,344	$507K	0.2%	-2.6%	0.034%
5/17/2024	Comerica Bank	139,395	$6.23M	0.0%	-4.6%	0.420%
5/16/2024	California State Teachers Retirement System	33,067	$1.48M	0.0%	-5.2%	0.100%
5/16/2024	Jacobs Levy Equity Management Inc.	80,486	$3.60M	0.0%	-0.5%	0.242%
5/16/2024	Kennedy Capital Management LLC	71,960	$3.22M	0.1%	-25.4%	0.217%
5/16/2024	Bayesian Capital Management LP	11,482	$513K	0.0%	N/A	0.035%
5/16/2024	Silvercrest Asset Management Group LLC	184,915	$8.26M	0.1%	+24.7%	0.557%
5/15/2024	Public Employees Retirement System of Ohio	60,463	$2.70M	0.0%	-8.0%	0.182%
5/15/2024	Price T Rowe Associates Inc. MD	25,478	$1.14M	0.0%	-43.0%	0.077%
5/15/2024	Brown Capital Management LLC	2,250,288	$100.57M	1.8%	-27.7%	6.778%
5/15/2024	Keeley Teton Advisors LLC	73,691	$3.29M	0.4%	N/A	0.222%
5/14/2024	EntryPoint Capital LLC	2,966	$133K	0.1%	N/A	0.009%
5/14/2024	MQS Management LLC	5,497	$246K	0.1%	N/A	0.017%
5/14/2024	CANADA LIFE ASSURANCE Co	12,364	$553K	0.0%	+326.5%	0.037%
5/10/2024	Vanguard Group Inc.	3,243,814	$144.97M	0.0%	+0.8%	9.782%
5/9/2024	State Board of Administration of Florida Retirement System	13,625	$609K	0.0%	+45.6%	0.041%
5/8/2024	Entropy Technologies LP	6,760	$302K	0.0%	N/A	0.020%
5/8/2024	ProShare Advisors LLC	5,964	$267K	0.0%	+8.6%	0.018%
5/8/2024	Isthmus Partners LLC	62,999	$2.82M	0.3%	+64.8%	0.190%
5/8/2024	Inspire Investing LLC	8,131	$363K	0.0%	N/A	0.025%
5/7/2024	Sei Investments Co.	117,032	$5.23M	0.0%	+16.1%	0.353%
5/7/2024	Oppenheimer Asset Management Inc.	16,502	$737K	0.0%	-21.3%	0.050%
5/6/2024	Quantbot Technologies LP	7,652	$342K	0.0%	-53.7%	0.023%
5/3/2024	GSA Capital Partners LLP	19,939	$891K	0.1%	+53.2%	0.060%
5/1/2024	Capstone Investment Advisors LLC	8,875	$397K	0.0%	N/A	0.027%
5/1/2024	BNP Paribas Financial Markets	34,886	$1.56M	0.0%	-18.5%	0.105%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	14,249	$637K	0.0%	-6.2%	0.043%
4/26/2024	Pinnacle Associates Ltd.	18,592	$831K	0.0%	-4.4%	0.056%
4/26/2024	Conestoga Capital Advisors LLC	2,010,417	$89.85M	1.3%	+0.1%	6.070%
4/19/2024	Azzad Asset Management Inc. ADV	7,665	$343K	0.0%	+3.7%	0.023%
4/18/2024	Wasatch Advisors LP	4,169,735	$186.35M	1.0%	+8.7%	12.590%
4/16/2024	Cardinal Capital Management	18,651	$834K	0.1%	N/A	0.056%
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3/25/2024	Quadrature Capital Ltd	10,257	$465K	0.0%	N/A	0.031%
3/22/2024	PNC Financial Services Group Inc.	4,315	$196K	0.0%	+703.5%	0.013%
3/11/2024	Vanguard Group Inc.	3,218,839	$145.97M	0.0%	+2.8%	9.719%
3/5/2024	Wellington Management Group LLP	2,524,041	$114.47M	0.0%	+125.6%	7.621%
2/15/2024	Penn Capital Management Company LLC	38,535	$1.75M	0.2%	N/A	0.117%
2/15/2024	Brown Capital Management LLC	3,114,144	$141.23M	2.1%	+7.0%	9.423%
2/14/2024	Wasatch Advisors LP	3,835,129	$173.92M	1.0%	-0.4%	11.604%
2/14/2024	Intrepid Capital Management Inc.	20,114	$912K	0.6%	N/A	0.061%
2/13/2024	First National Bank of Omaha	7,424	$337K	0.0%	N/A	0.022%
2/13/2024	Aristides Capital LLC	6,347	$288K	0.1%	N/A	0.019%
2/12/2024	Madison Asset Management LLC	29,994	$1.36M	0.0%	-55.3%	0.091%
2/12/2024	Evoke Wealth LLC	33,442	$1.52M	0.0%	N/A	0.101%
2/12/2024	Isthmus Partners LLC	38,226	$1.73M	0.2%	+9.3%	0.116%
2/12/2024	TD Asset Management Inc	35,770	$1.62M	0.0%	-20.9%	0.108%
2/9/2024	Dynamic Technology Lab Private Ltd	9,434	$428K	0.0%	N/A	0.029%
2/9/2024	Norges Bank	239,997	$10.88M	0.0%	N/A	0.726%
2/7/2024	Dimensional Fund Advisors LP	1,198,815	$54.37M	0.0%	+5.1%	3.627%
2/7/2024	Jump Financial LLC	25,567	$1.16M	0.0%	N/A	0.077%
2/7/2024	BNP Paribas Financial Markets	42,785	$1.94M	0.0%	+51.2%	0.129%
2/7/2024	Wrapmanager Inc.	7,859	$356K	0.1%	-3.3%	0.024%
2/6/2024	Charles Schwab Investment Management Inc.	258,982	$11.75M	0.0%	-4.2%	0.784%
2/6/2024	Amalgamated Bank	4,651	$211K	0.0%	-6.6%	0.014%
2/6/2024	Swiss National Bank	65,100	$2.95M	0.0%	-9.3%	0.197%
2/5/2024	Victory Capital Management Inc.	9,437	$428K	0.0%	-2.9%	0.029%
2/5/2024	Russell Investments Group Ltd.	13,324	$604K	0.0%	-52.3%	0.040%
2/2/2024	State of New Jersey Common Pension Fund D	65,374	$2.97M	0.0%	+51.3%	0.198%
2/1/2024	New York State Common Retirement Fund	421,084	$19.10M	0.0%	+0.1%	1.274%
2/1/2024	OLD National Bancorp IN	7,264	$329K	0.0%	+13.7%	0.022%
1/31/2024	Knights of Columbus Asset Advisors LLC	3,782	$172K	0.0%	-77.6%	0.011%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	9,869	$448K	0.0%	+95.9%	0.030%
1/26/2024	GHP Investment Advisors Inc.	30,319	$1.38M	0.1%	-14.4%	0.092%
1/26/2024	Conestoga Capital Advisors LLC	2,007,758	$91.05M	1.4%	+3.3%	6.075%
1/25/2024	Ceredex Value Advisors LLC	288,119	$13.07M	0.2%	+29.0%	0.872%
1/25/2024	Nisa Investment Advisors LLC	10,433	$473K	0.0%	-11.1%	0.032%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	15,187	$689K	0.0%	+6.6%	0.046%
1/19/2024	Fifth Third Bancorp	914	$41K	0.0%	-87.4%	0.003%
1/16/2024	Tributary Capital Management LLC	175,297	$7.95M	0.7%	N/A	0.530%
1/16/2024	Raymond James & Associates	48,592	$2.20M	0.0%	-7.4%	0.147%
1/12/2024	Sara Bay Financial	984,007	$44.63M	21.3%	-0.2%	2.977%
12/18/2023	Vanguard Group Inc.	3,130,183	$173.66M	0.0%	+0.7%	9.471%
12/6/2023	Citigroup Inc.	6,686	$371K	0.0%	-54.0%	0.020%
12/1/2023	Wellington Management Group LLP	1,118,943	$62.08M	0.0%	+117.7%	3.386%
11/21/2023	Comerica Bank	151,248	$8.39M	0.0%	+12.8%	0.458%
11/17/2023	OLD National Bancorp IN	6,387	$354K	0.0%	+88.5%	0.019%
11/17/2023	Jacobs Levy Equity Management Inc.	95,694	$5.31M	0.0%	+27.2%	0.290%
11/15/2023	Kennedy Capital Management LLC	119,548	$6.63M	0.2%	-0.8%	0.362%
11/15/2023	Advantage Alpha Capital Partners LP	41,083	$2.28M	0.5%	-19.4%	0.124%
11/15/2023	Glenmede Trust Co. NA	9,885	$548K	0.0%	+28.4%	0.030%
11/14/2023	Fred Alger Management LLC	122,860	$6.82M	0.0%	N/A	0.372%
11/13/2023	Federated Hermes Inc.	36,412	$2.02M	0.0%	+1.2%	0.110%
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11/13/2023	Stifel Financial Corp	39,835	$2.21M	0.0%	+4.1%	0.121%
11/13/2023	Dark Forest Capital Management LP	8,762	$486K	0.0%	N/A	0.027%
11/13/2023	PNC Financial Services Group Inc.	537	$30K	0.0%	-82.9%	0.002%
11/9/2023	Loomis Sayles & Co. L P	562,433	$31.20M	0.1%	-3.0%	1.703%
11/9/2023	Rhumbline Advisers	46,948	$2.61M	0.0%	+4.2%	0.142%
11/9/2023	Deutsche Bank AG	17,332	$962K	0.0%	+13.3%	0.052%
11/8/2023	State of New Jersey Common Pension Fund D	43,195	$2.40M	0.0%	-10.8%	0.131%
11/8/2023	Charles Schwab Investment Management Inc.	270,198	$14.99M	0.0%	+2.3%	0.818%
11/8/2023	Swiss National Bank	71,800	$3.98M	0.0%	+1.1%	0.217%
11/8/2023	New York Life Investment Management LLC	5,444	$302K	0.0%	-13.6%	0.016%

(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, 130 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), Conestoga Capital Advisors LLC ($95.90M), Thrivent Financial for Lutherans ($93.16M), 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 107 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 ($554.80K), 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 7,664,451 shares in the last 24 months. This purchase volume represents approximately $409.63M 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), Ceredex Value Advisors LLC ($256.62K), Victory Capital Management Inc. ($207.82K), Conestoga Capital Advisors LLC ($197.05K), Sara Bay Financial ($175.07K), and abrdn plc ($155.00K).
How much institutional selling is happening at Helios Technologies?: Institutional investors have sold a total of 3,106,642 shares in the last 24 months. This volume of shares sold represents approximately $167.86M in transactions.