S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
'Civil War’ continues box-office campaign at No. 1
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
Tens of thousands of Colombians protest against the leftist president's reform agenda
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
'Civil War’ continues box-office campaign at No. 1
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
Tens of thousands of Colombians protest against the leftist president's reform agenda
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
'Civil War’ continues box-office campaign at No. 1
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
Tens of thousands of Colombians protest against the leftist president's reform agenda
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
'Civil War’ continues box-office campaign at No. 1
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
Tens of thousands of Colombians protest against the leftist president's reform agenda

Helios Technologies (HLIO) Institutional Ownership

$45.94
-0.10 (-0.22%)
(As of 04/19/2024 ET)

Institutional Ownership Changes (13F Filings) for Helios Technologies (NASDAQ:HLIO)

Current
Institutional Ownership
Percentage
94.72%
Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$351.14M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$127.68M
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HLIO Institutional Buying and Selling by Quarter

Helios Technologies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Azzad 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%
4/16/2024Cardinal 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%
3/1/2024Goldman Sachs Group Inc.27,755$1.26M0.0%-3.1%0.084%
2/16/2024Price T Rowe Associates Inc. MD44,727$2.03M0.0%-13.9%0.135%
2/16/2024GSA Capital Partners LLP13,016$590K0.0%N/A0.039%
2/15/2024Legal & General Group Plc33,403$1.52M0.0%+3.3%0.101%
2/15/2024Barclays PLC56,367$2.56M0.0%N/A0.171%
2/15/2024Vanguard Group Inc.3,218,839$145.97M0.0%+2.8%9.739%
2/15/2024Voloridge Investment Management LLC116,716$5.29M0.0%N/A0.353%
2/15/2024Voya Investment Management LLC13,439$609K0.0%-94.2%0.041%
2/15/2024Numerai GP LLC4,767$216K0.1%N/A0.014%
2/15/2024Nuveen Asset Management LLC87,464$3.97M0.0%+1.4%0.265%
2/15/2024Price T Rowe Associates Inc. MD44,727$2.03M0.0%-13.9%0.135%
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%
2/15/2024Comerica Bank146,065$6.62M0.0%-3.4%0.442%
2/14/2024Royal Bank of Canada104,647$4.75M0.0%-73.6%0.317%
2/14/2024Nebula Research & Development LLC8,782$398K0.1%N/A0.027%
2/14/2024Wasatch Advisors LP3,835,129$173.92M1.0%-0.4%11.604%
2/14/2024Intrepid Capital Management Inc.20,114$912K0.6%N/A0.061%
2/14/2024Sei Investments Co.100,828$4.57M0.0%+2.4%0.305%
2/14/2024Quadrature Capital Ltd10,257$465K0.0%N/A0.031%
2/13/2024Envestnet Asset Management Inc.48,250$2.19M0.0%+39.1%0.146%
2/13/2024First National Bank of Omaha7,424$337K0.0%N/A0.022%
2/13/2024Northern Trust Corp316,473$14.35M0.0%-2.3%0.958%
2/13/2024Aristides Capital LLC6,347$288K0.1%N/A0.019%
2/13/2024Public Employees Retirement Association of Colorado5,639$256K0.0%-93.8%0.017%
2/13/2024Tower Research Capital LLC TRC 6,993$317K0.0%+310.1%0.021%
2/13/2024First Trust Advisors LP23,639$1.07M0.0%+17.4%0.072%
2/13/2024Goldman Sachs Group Inc.27,755$1.26M0.0%-3.1%0.084%
2/13/2024California State Teachers Retirement System34,889$1.58M0.0%-3.3%0.106%
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%
2/12/2024Stifel Financial Corp32,637$1.48M0.0%-18.1%0.099%
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2/12/2024TD Asset Management Inc35,770$1.62M0.0%-20.9%0.108%
2/9/2024US Bancorp DE3,523$160K0.0%+87.1%0.011%
2/9/2024UBS Group AG50,994$2.31M0.0%+79.0%0.154%
2/9/2024PNC Financial Services Group Inc.4,315$196K0.0%+703.5%0.013%
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%
2/7/2024BNP 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%
2/6/2024Amalgamated Bank4,651$211K0.0%-6.6%0.014%
2/6/2024Swiss National Bank65,100$2.95M0.0%-9.3%0.197%
2/5/2024Victory 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%
2/2/2024State 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%
2/1/2024OLD 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%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 9,869$448K0.0%+95.9%0.030%
1/26/2024GHP Investment Advisors Inc.30,319$1.38M0.1%-14.4%0.092%
1/26/2024Conestoga Capital Advisors LLC2,007,758$91.05M1.4%+3.3%6.075%
1/25/2024Ceredex Value Advisors LLC288,119$13.07M0.2%+29.0%0.872%
1/25/2024Nisa Investment Advisors LLC10,433$473K0.0%-11.1%0.032%
1/24/2024Mirae Asset Global Investments Co. Ltd.15,187$689K0.0%+6.6%0.046%
1/19/2024Fifth Third Bancorp914$41K0.0%-87.4%0.003%
1/16/2024Tributary Capital Management LLC175,297$7.95M0.7%N/A0.530%
1/16/2024Raymond James & Associates48,592$2.20M0.0%-7.4%0.147%
1/12/2024Sara 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%
11/30/2023American Century Companies Inc.18,990$1.05M0.0%-5.2%0.057%
11/24/2023Deutsche Bank AG17,332$962K0.0%+13.3%0.052%
11/21/2023Comerica Bank151,248$8.39M0.0%+12.8%0.458%
11/17/2023OLD 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%
11/15/2023The Manufacturers Life Insurance Company 16,043$890K0.0%+21.3%0.049%
11/15/2023Royal Bank of Canada395,802$21.96M0.0%+2.8%1.198%
11/15/2023Sei Investments Co.98,492$5.46M0.0%-7.2%0.298%
11/15/2023Kennedy Capital Management LLC119,548$6.63M0.2%-0.8%0.362%
11/15/2023Legal & General Group Plc32,330$1.79M0.0%-0.7%0.098%
11/15/2023Ameriprise Financial Inc.262,501$14.56M0.0%+0.2%0.794%
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%
11/14/2023California State Teachers Retirement System36,085$2.00M0.0%-8.8%0.109%
11/14/2023Tower Research Capital LLC TRC 1,705$95K0.0%+41.3%0.005%
11/13/2023Northern Trust Corp323,945$17.97M0.0%+1.3%0.980%
11/13/2023Federated Hermes Inc.36,412$2.02M0.0%+1.2%0.110%
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11/13/2023Stifel Financial Corp39,835$2.21M0.0%+4.1%0.121%
11/13/2023LPL Financial LLC4,039$224K0.0%-75.9%0.012%
11/13/2023Dark Forest Capital Management LP8,762$486K0.0%N/A0.027%
11/13/2023Invesco Ltd.41,580$2.31M0.0%+3.9%0.126%
11/13/2023Envestnet Asset Management Inc.34,696$1.93M0.0%+72.3%0.105%
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%
11/9/2023Citigroup Inc.6,686$371K0.0%-54.0%0.020%
(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, 180 institutional investors and hedge funds held shares of Helios Technologies. The most heavily invested institutionals were Wasatch Advisors Inc. ($374.63M), Wasatch Advisors LP ($186.35M), T. Rowe Price Investment Management Inc. ($161.82M), Vanguard Group Inc. ($145.97M), BlackRock Inc. ($143.28M), Brown Capital Management LLC ($141.23M), and Wellington Management Group LLP ($114.47M).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 152 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 ($2.14M), Thrivent Financial for Lutherans ($1.06M), Conestoga Capital Advisors LLC ($579.00K), Norges Bank ($577.23K), Ceredex Value Advisors LLC ($439.66K), Wasatch Advisors LP ($334.61K), and T. Rowe Price Investment Management Inc. ($334.22K).

How much institutional buying is happening at Helios Technologies?

Institutional investors have bought a total of 10,172,643 shares in the last 24 months. This purchase volume represents approximately $567.90M in transactions.

Which Helios Technologies major shareholders have been selling company stock?

Of the 113 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: Price T Rowe Associates Inc. MD ($2.66M), Wasatch Advisors LP ($570.72K), Royal Bank of Canada ($328.45K), Ameriprise Financial Inc. ($242.79K), Voya Investment Management LLC ($219.10K), Victory Capital Management Inc. ($208.68K), and Conestoga Capital Advisors LLC ($194.92K).

How much institutional selling is happening at Helios Technologies?

Institutional investors have sold a total of 6,533,301 shares in the last 24 months. This volume of shares sold represents approximately $366.16M in transactions.


This page (NASDAQ:HLIO) was last updated on 4/21/2024 by MarketBeat.com Staff

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