Institutional shares held 32.3 Million
1.3K calls
1.8K puts
Total value of holdings $1.44B
$58K calls
$80K puts
Market Cap $1.45B
32,543,700 Shares Out.
Institutional ownership 99.17%
# of Institutions 178


Latest Institutional Activity in HLIO

Top Purchases

Q4 2024
Vaughan Nelson Investment Management, L.P. Shares Held: 721K ($32.2M)
Q4 2024
Conestoga Capital Advisors, LLC Shares Held: 1.99M ($88.6M)
Q4 2024
Sara Bay Financial Shares Held: 1.22M ($54.3M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 7.05K ($314K)
Q4 2024
Sg Americas Securities, LLC Shares Held: 13.5K ($601K)

Top Sells

Q4 2024
Procyon Advisors, LLC Shares Held: 9.47K ($422K)
Q4 2024
Clean Yield Group Shares Held: 11K ($489K)
Q4 2024
Fifth Third Bancorp Shares Held: 1.05K ($46.8K)
Q4 2024
Mather Group, Llc. Shares Held: 43 ($1.92K)
Q4 2024
Allworth Financial LP Shares Held: 59 ($2.63K)

About HLIO

Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; quick release coupling solutions for the agriculture, construction equipment, and industrial markets; and hydraulic system design that provides engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, and Custom Fluidpower brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets. This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida.


Insider Transactions at HLIO

Insider Transaction List

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
101K Shares
From 13 Insiders
Exercise of conversion of derivative security 99.4K shares
Grant, award, or other acquisition 1.5K shares
Sell / Disposition
39.9K Shares
From 8 Insiders
Payment of exercise price or tax liability 28.3K shares
Open market or private sale 11.6K shares

Track Institutional and Insider Activities on HLIO

Follow HELIOS TECHNOLOGIES, INC. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells HLIO shares.

Notify only if

Insider Trading

Get notified when an Helios Technologies, Inc. insider buys or sells HLIO shares.

Notify only if

News

Receive news related to HELIOS TECHNOLOGIES, INC.

Track Activities on HLIO