Institutional shares held 31 Million
1.3K calls
1.8K puts
Total value of holdings $1.57B
$65K calls
$90K puts
Market Cap $1.64B
32,543,700 Shares Out.
Institutional ownership 95.41%
# of Institutions 182


Latest Institutional Activity in HLIO

Top Purchases

Q3 2024
Thrivent Financial For Lutherans Shares Held: 1.82M ($92M)
Q3 2024
Diamond Hill Capital Management Inc Shares Held: 286K ($14.4M)
Q3 2024
Bank Of America Corp Shares Held: 791K ($40M)
Q3 2024
Neuberger Berman Group LLC Shares Held: 479K ($24.2M)
Q3 2024
Voya Investment Management LLC Shares Held: 347K ($17.5M)

Top Sells

Q3 2024
Wellington Management Group LLP Shares Held: 2.02M ($102M)
Q3 2024
Wasatch Advisors Inc Shares Held: 3.54M ($179M)
Q3 2024
Conestoga Capital Advisors, LLC Shares Held: 1.72M ($86.9M)
Q3 2024
Brown Capital Management LLC Shares Held: 1.81M ($91.6M)
Q3 2024
Ceredex Value Advisors LLC Shares Held: 87.9K ($4.44M)

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
125K Shares
From 13 Insiders
Exercise of conversion of derivative security 123K shares
Grant, award, or other acquisition 1.5K shares
Sell / Disposition
44.7K Shares
From 8 Insiders
Payment of exercise price or tax liability 37.1K shares
Open market or private sale 7.62K shares

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