Helios Technologies, Inc. HLIO
We take great care to ensure that the data presented and summarized in this overview for HELIOS TECHNOLOGIES, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HLIO
View all-
Wasatch Advisors Inc Salt Lake City, UT4.17MShares$200 Million0.98% of portfolio
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Wellington Management Group LLP Boston, MA3.28MShares$157 Million0.03% of portfolio
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Vanguard Group Inc Valley Forge, PA3.24MShares$156 Million0.0% of portfolio
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Black Rock Inc. New York, NY2.32MShares$111 Million0.0% of portfolio
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Brown Capital Management LLC Baltimore, MD2.25MShares$108 Million1.81% of portfolio
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Conestoga Capital Advisors, LLC2.01MShares$96.5 Million1.31% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.41MShares$67.7 Million0.13% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.23MShares$59 Million0.02% of portfolio
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Sara Bay Financial981KShares$47.1 Million19.39% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD918KShares$44.1 Million0.03% of portfolio
Latest Institutional Activity in HLIO
Top Purchases
Top Sells
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 allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jun 07
2024
|
Philippe Lemaitre |
BUY
Exercise of conversion of derivative security
|
Direct |
1,173
+1.86%
|
$55,131
$47.2 P/Share
|
Jun 07
2024
|
Laura D Brown |
BUY
Exercise of conversion of derivative security
|
Direct |
787
+6.89%
|
$36,989
$47.2 P/Share
|
Jun 07
2024
|
Douglas Britt |
BUY
Exercise of conversion of derivative security
|
Direct |
697
+3.1%
|
$32,759
$47.2 P/Share
|
Jun 07
2024
|
Diana Sacchi |
BUY
Exercise of conversion of derivative security
|
Direct |
787
+18.52%
|
$36,989
$47.2 P/Share
|
Jun 07
2024
|
Cary Chenanda |
BUY
Exercise of conversion of derivative security
|
Direct |
742
+7.15%
|
$34,874
$47.2 P/Share
|
Jun 07
2024
|
Alexander Schuetz |
SELL
Payment of exercise price or tax liability
|
Direct |
223
-1.73%
|
$10,481
$47.2 P/Share
|
Jun 07
2024
|
Alexander Schuetz |
BUY
Exercise of conversion of derivative security
|
Direct |
742
+5.46%
|
$34,874
$47.2 P/Share
|
May 21
2024
|
Matteo Arduini President of Hydraulics, EMEA |
SELL
Open market or private sale
|
Direct |
7,000
-30.75%
|
$371,000
$53.72 P/Share
|
Apr 01
2024
|
Frederick Joseph Martich Pres. of Hydraulics, Americas |
SELL
Payment of exercise price or tax liability
|
Direct |
783
-6.78%
|
$34,452
$44.05 P/Share
|
Apr 01
2024
|
Frederick Joseph Martich Pres. of Hydraulics, Americas |
BUY
Exercise of conversion of derivative security
|
Direct |
1,992
+14.72%
|
-
|
Apr 01
2024
|
Lee Francis Wichlacz President, Electronics |
SELL
Payment of exercise price or tax liability
|
Direct |
746
-33.89%
|
$32,824
$44.05 P/Share
|
Apr 01
2024
|
Lee Francis Wichlacz President, Electronics |
BUY
Exercise of conversion of derivative security
|
Direct |
1,920
+46.59%
|
-
|
Apr 01
2024
|
Matteo Arduini President of Hydraulics, EMEA |
SELL
Payment of exercise price or tax liability
|
Direct |
1,532
-6.31%
|
$67,408
$44.05 P/Share
|
Apr 01
2024
|
Matteo Arduini President of Hydraulics, EMEA |
BUY
Exercise of conversion of derivative security
|
Direct |
3,320
+12.02%
|
-
|
Apr 01
2024
|
Marc A Greenberg General Counsel and Secretary |
SELL
Payment of exercise price or tax liability
|
Direct |
1,307
-19.54%
|
$57,508
$44.05 P/Share
|
Apr 01
2024
|
Marc A Greenberg General Counsel and Secretary |
BUY
Exercise of conversion of derivative security
|
Direct |
3,320
+33.17%
|
-
|
Apr 01
2024
|
Josef Matosevic President and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
7,056
-8.28%
|
$310,464
$44.05 P/Share
|
Apr 01
2024
|
Josef Matosevic President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
17,929
+17.37%
|
-
|
Mar 08
2024
|
Cary Chenanda |
BUY
Exercise of conversion of derivative security
|
Direct |
593
+6.25%
|
$26,685
$45.16 P/Share
|
Mar 08
2024
|
Diana Sacchi |
BUY
Exercise of conversion of derivative security
|
Direct |
629
+19.04%
|
$28,305
$45.16 P/Share
|
Last 12 Months Summary
Exercise of conversion of derivative security | 131K shares |
---|
Payment of exercise price or tax liability | 40.1K shares |
---|---|
Open market or private sale | 9.75K shares |