Who owns Helios Technologies Inc?
- Ticker: HLIO
- CUSIP Number: 42328h109
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Analyze quarterly positions in Helios Technologies with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Helios Technologies stock
Who bought or sold Helios Technologies Inc this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Daniel D. Thurber | 4.2M | $186M | 9% | Mar 2024 |
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| Vanguard Group | 3.2M | $146M | 3% | Dec 2023 |
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| Wellington Management Company | 2.5M | $115M | 126% | Dec 2023 |
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| Conestoga Capital Advisors | 2.0M | $91M | 3% | Dec 2023 |
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| Dimensional Fund Advisors | 1.2M | $54M | 5% | Dec 2023 |
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| Sara-Bay Financial | 981k | $43M | 0% | Mar 2024 |
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| Bank of America Corporation | 450k | $20M | 11% | Dec 2023 |
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| New York State Common Retirement Fund | 421k | $19M | 0% | Dec 2023 |
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| Iat Reinsurance | 300k | $14M | 0% | Dec 2023 |
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| Royce & Associates | 291k | $13M | 12% | Dec 2023 |
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| Ceredex Value Advisors | 288k | $13M | 29% | Dec 2023 |
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| Bank of New York Mellon | 272k | $12M | 51% | Dec 2023 |
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| Charles Schwab Investment Management | 259k | $12M | -4% | Dec 2023 |
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| Norges Bank Investment Management | 240k | $11M | 100% | Dec 2023 |
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| Millennium Management | 197k | $9.0M | 100% | Dec 2023 |
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| Citadel Advisors | 165k | $7.5M | 531% | Dec 2023 |
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| Voloridge Investment Management | 117k | $5.3M | 100% | Dec 2023 |
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| Royal Bank of Canada | 105k | $4.7M | -74% | Dec 2023 |
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| Kennedy Capital Management | 97k | $4.4M | -19% | Dec 2023 |
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| Jacobs Levy Equity Management | 81k | $3.7M | -15% | Dec 2023 |
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| Two Sigma Advisers | 81k | $3.7M | 22% | Dec 2023 |
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| Jpmorgan Chase & Co | 80k | $3.6M | 65% | Dec 2023 |
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| D. E. Shaw & Co | 69k | $3.1M | 330% | Dec 2023 |
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| Luther King Capital Management Corporation | 67k | $3.0M | 0% | Dec 2023 |
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| Ohio Pers | 66k | $3.0M | 0% | Dec 2023 |
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| State of New Jersey Common Pension Fund D | 65k | $3.0M | 51% | Dec 2023 |
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| Swiss National Bank | 65k | $3.0M | -9% | Dec 2023 |
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| Two Sigma Investments | 64k | $2.9M | 156% | Dec 2023 |
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| Barclays | 56k | $2.6M | 100% | Dec 2023 |
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| Raymond James & Associates | 56k | $2.5M | 14% | Mar 2024 |
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| UBS Group | 51k | $2.3M | 79% | Dec 2023 |
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| Rhumbline Advisers | 47k | $2.1M | 0% | Dec 2023 |
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| T. Rowe Price Associates | 45k | $2.0M | -14% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 43k | $1.9M | 51% | Dec 2023 |
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| Ubs Global Asset Management Americas | 40k | $1.8M | 11% | Dec 2023 |
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| PENN Capital Management | 39k | $1.7M | 100% | Dec 2023 |
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| Isthmus Partners | 38k | $1.7M | 9% | Dec 2023 |
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| Alliancebernstein | 37k | $1.7M | -3% | Dec 2023 |
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| TD Asset Management | 36k | $1.6M | -21% | Dec 2023 |
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| Evoke Wealth | 33k | $1.5M | 100% | Dec 2023 |
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| Legal & General Group | 33k | $1.5M | 3% | Dec 2023 |
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| Stifel Financial | 33k | $1.5M | -18% | Dec 2023 |
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| Credit Suisse | 31k | $1.4M | 3% | Dec 2023 |
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| GHP Investment Advisors | 30k | $1.4M | -14% | Dec 2023 |
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| Madison Asset Management | 30k | $1.4M | -55% | Dec 2023 |
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| Goldman Sachs Group | 28k | $1.3M | -3% | Dec 2023 |
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| Jump Financial | 26k | $1.2M | 100% | Dec 2023 |
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| Wells Fargo & Company | 25k | $1.1M | 233% | Dec 2023 |
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| Edgestream Partners | 21k | $936k | 100% | Dec 2023 |
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| Gail Mannix | 19k | $882k | 0% | Dec 2023 |
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| Cardinal Capital Management | 19k | $834k | 100% | Mar 2024 |
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| MetLife Investment Advisors | 18k | $794k | 0% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 17k | $771k | -2% | Dec 2023 |
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| American International | 17k | $748k | 1% | Dec 2023 |
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| Citigroup | 15k | $699k | 131% | Dec 2023 |
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| Mirae Asset Global Investments | 15k | $689k | 7% | Dec 2023 |
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| Henderson Group | 14k | $634k | -95% | Dec 2023 |
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| State of Wyoming | 14k | $632k | 8% | Dec 2023 |
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| Russell Investments | 13k | $605k | -52% | Dec 2023 |
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| GSA Capital Partners | 13k | $590k | 100% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 12k | $557k | 0% | Dec 2023 |
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| Clean Yield Group | 12k | $528k | 0% | Dec 2023 |
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| Landscape Capital Management | 11k | $475k | 100% | Dec 2023 |
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| NISA Investment Advisors | 10k | $473k | -11% | Dec 2023 |
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| Moneta Group Investment Advisors | 10k | $455k | 0% | Dec 2023 |
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| Zurcher Kantonalbank | 9.9k | $448k | 96% | Dec 2023 |
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| Victory Capital Management | 9.4k | $428k | -3% | Dec 2023 |
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| Dynamic Technology Lab Private | 9.4k | $428k | 100% | Dec 2023 |
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| Florida State Board of Administration | 9.4k | $424k | 0% | Dec 2023 |
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| Bank Of Montreal | 9.2k | $420k | 100% | Dec 2023 |
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| Arizona State Retirement System | 9.2k | $419k | -1% | Dec 2023 |
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| State of Wisconsin Investment Board | 9.1k | $414k | -81% | Dec 2023 |
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| Baldwin Brothers | 7.9k | $354k | 0% | Mar 2024 |
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| Wrapmanager | 7.9k | $356k | -3% | Dec 2023 |
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| Trust Point | 7.8k | $348k | 100% | Mar 2024 |
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| Azzad Asset Management | 7.7k | $343k | 100% | Mar 2024 |
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| Old National Trust Company | 7.3k | $326k | 0% | Mar 2024 |
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| Aviance Capital Partners | 7.1k | $317k | 0% | Mar 2024 |
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| Handelsbanken Fonder AB | 6.9k | $311k | 0% | Dec 2023 |
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| Empower Advisory Group | 6.2k | $279k | 0% | Dec 2023 |
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| New York Life Investment Management | 5.3k | $240k | -3% | Dec 2023 |
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| Principle Wealth Partners | 5.0k | $225k | 0% | Mar 2024 |
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| Squarepoint Ops | 4.8k | $218k | 100% | Dec 2023 |
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| Numerai GP | 4.8k | $216k | 100% | Dec 2023 |
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| Procyon Private Wealth Partners | 4.7k | $211k | 100% | Mar 2024 |
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| Amalgamated Bank | 4.7k | $211k | -7% | Dec 2023 |
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| Advisor Group Holdings | 4.6k | $208k | 16% | Dec 2023 |
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| Pnc Financial Services | 4.3k | $196k | 704% | Dec 2023 |
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| Aquatic Capital Management | 3.8k | $172k | 533% | Dec 2023 |
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| Knights of Columbus Asset Advisors | 3.8k | $172k | -78% | Dec 2023 |
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| Hartland & Co | 3.8k | $170k | 0% | Dec 2023 |
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| Us Bancorp | 3.5k | $160k | 87% | Dec 2023 |
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| Summit Investment Advisors | 3.3k | $148k | 0% | Dec 2023 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 3.0k | $136k | 0% | Dec 2023 |
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| Metropolitan Life Insurance Company | 2.0k | $89k | 0% | Dec 2023 |
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| Fifth Third Bancorp | 1.0k | $45k | 11% | Mar 2024 |
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| Tradition Wealth Management | 722.00 | $33k | 0% | Dec 2023 |
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| FTB Advisors | 536.00 | $24k | 100% | Dec 2023 |
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| Signature | 400.00 | $18k | -40% | Dec 2023 |
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| Avalon Trust | 400.00 | $18k | 0% | Dec 2023 |
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| Principal Securities | 310.00 | $14k | 100% | Dec 2023 |
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| GPS Wealth Strategies Group | 235.00 | $11k | -42% | Dec 2023 |
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| CWM | 233.00 | $10k | -22% | Mar 2024 |
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| Salomon & Ludwin | 150.00 | $8.3k | 0% | Dec 2023 |
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| Huntington National Bank | 111.00 | $5.0k | 18% | Dec 2023 |
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| Mitsubishi UFJ Asset Management | 88.00 | $3.8k | 0% | Dec 2023 |
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| Private Trust Co Na | 70.00 | $3.2k | 268% | Dec 2023 |
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| Mather Group | 65.00 | $2.9k | 100% | Mar 2024 |
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| Parallel Advisors | 37.00 | $1.7k | 640% | Dec 2023 |
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| Dan Callahan | 35.00 | $1.6k | 100% | Mar 2024 |
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| Ronald Blue Trust | 28.00 | $2.0k | 100% | Dec 2023 |
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| Private Wealth Management Group | 28.00 | $1.3k | 100% | Dec 2023 |
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| Advisory Services Network | 15.00 | $679.999500 | 100% | Dec 2023 |
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| Jennifer Ranahan | 15.00 | $1.0k | -75% | Dec 2023 |
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| JFS Wealth Advisors | 12.00 | $545.000400 | -8% | Dec 2023 |
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| Versant Capital Management | 10.00 | $447.000000 | 0% | Mar 2024 |
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| Bell Investment Advisors | 10.00 | $454.000000 | 0% | Dec 2023 |
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| GAMMA Investing | 8.00 | $358.000000 | -11% | Mar 2024 |
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| Massmutual Trust | 7.00 | $313.000100 | 0% | Mar 2024 |
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| DiNuzzo Private Wealth | 5.00 | $227.000000 | 100% | Dec 2023 |
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| Farther Finance Advisors | 5.00 | $227.000000 | 100% | Dec 2023 |
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| SJS Investment Consulting | 4.00 | $179.000000 | -20% | Mar 2024 |
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| Covestor | 4.00 | $0 | 0% | Dec 2023 |
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| Hanson McClain Advisors | 3.00 | $137.000100 | 0% | Dec 2023 |
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| TD Capital Management | 1.00 | $46.000000 | 0% | Dec 2023 |
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Who sold out of Helios Technologies?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tributary Capital Management | Dec 2023 | 175k | $7.9M |
| Fred Alger Management | Sep 2023 | 123k | $6.8M |
| Federated Investors | Sep 2023 | 36k | $2.0M |
| SG Americas Securities | Sep 2023 | 9.4k | $520k |
| Branch Banking & Trust Company | Sep 2023 | 8.2k | $453k |
| CI Private Wealth | Sep 2023 | 7.3k | $404k |
| Ameritas Advisory Services | Sep 2023 | 7.0k | $391k |
| John G.Ullman & Associates | Sep 2023 | 6.3k | $350k |
| Yorktown Management & Research Company | Sep 2023 | 5.2k | $289k |
| Ieq Capital | Sep 2023 | 4.3k | $237k |
| Captrust Financial Advisors | Sep 2023 | 4.1k | $229k |
| Commonwealth Equity Services | Sep 2023 | 3.7k | $207k |
| Venturi Wealth Management | Sep 2023 | 350.00 | $19k |
| JNBA Financial Advisors | Sep 2023 | 13.00 | $722.000500 |
| Addison Advisors | Sep 2023 | 9.00 | $500.000400 |
| AdvisorNet Financial | Dec 2023 | 3.00 | $135.999900 |