Institutional shares held 32 Million
0 calls
0 puts
Total value of holdings $1.76B
$0 calls
$0 puts
Market Cap $1.78B
32,543,700 Shares Out.
Institutional ownership 98.42%
# of Institutions 199


Latest Institutional Activity in HLIO

Top Purchases

Q2 2025
Deprince Race & Zollo Inc Shares Held: 1.01M ($55.4M)
Q2 2025
William Blair Investment Management, LLC Shares Held: 630K ($34.6M)
Q2 2025
Rockefeller Capital Management L.P. Shares Held: 564K ($30.9M)
Q2 2025
Barrow Hanley Mewhinney & Strauss LLC Shares Held: 1.26M ($69.3M)
Q2 2025
Arrowstreet Capital, Limited Partnership Shares Held: 288K ($15.8M)

Top Sells

Q2 2025
Wasatch Advisors Inc Shares Held: 811K ($44.5M)
Q2 2025
Thrivent Financial For Lutherans Shares Held: 1.42M ($77.8M)
Q2 2025
New York State Common Retirement Fund Shares Held: 103K ($5.64M)
Q2 2025
Janus Henderson Group PLC Shares Held: 452K ($24.8M)
Q2 2025
Vaughan Nelson Investment Management, L.P. Shares Held: 605K ($33.2M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
35.1K Shares
From 11 Insiders
Exercise of conversion of derivative security 35.1K shares
Sell / Disposition
8.36K Shares
From 6 Insiders
Open market or private sale 4.62K shares
Payment of exercise price or tax liability 3.75K shares

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