Institutional Ownership Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO). We have compiled data on the 176 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,150
shares
|
$431,422
0.0% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
8,919
shares
|
$420,530
0.12% of portfolio
|
Q2 2024
Reduced 12.75%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
7,926
shares
|
$373,710
0.03% of portfolio
|
Q1 2021
Reduced 21.77%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
7,324
shares
|
$345,326
0.0% of portfolio
|
Q2 2024
Added 14.31%
|
|
Inspire Investing, LLC
Meridian, ID |
Aug 12, 2024 Q2 2024 |
7,282
shares
|
$343,346
0.04% of portfolio
|
Q2 2024
Reduced 10.44%
|
|
Procyon Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
7,280
shares
|
$343,252
0.03% of portfolio
|
Q2 2024
Added 54.37%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
7,260
shares
|
$342,309
0.0% of portfolio
|
Q2 2024
New holding
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 09, 2024 Q2 2024 |
7,087
shares
|
$334,152
0.05% of portfolio
|
Q2 2019
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
7,048
shares
|
$332,313
0.01% of portfolio
|
Q1 2024
New holding
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2024 Q2 2024 |
6,890
shares
|
$324,863
0.06% of portfolio
|
Q2 2024
Reduced 31.98%
|
|
Handelsbanken Fonder Ab
|
Aug 05, 2024 Q2 2024 |
6,858
shares
|
$323,354
0.0% of portfolio
|
Q1 2022
Reduced 15.94%
|
|
Inceptionr LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
6,311
shares
|
$297,563
0.09% of portfolio
|
Q2 2024
New holding
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
6,150
shares
|
$289,972
0.0% of portfolio
|
Q2 2023
Reduced 32.79%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 30, 2024 Q2 2024 |
5,912
shares
|
$278,750
0.03% of portfolio
|
Q2 2024
New holding
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,400
shares
|
$254,610
0.01% of portfolio
|
Q2 2024
Reduced 58.14%
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Jul 29, 2024 Q2 2024 |
5,340
shares
|
$251,781
0.0% of portfolio
|
Q2 2024
Reduced 28.92%
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 12, 2024 Q2 2024 |
5,187
shares
|
$244,567
0.0% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
5,043
shares
|
$237,777
0.02% of portfolio
|
Q4 2021
Reduced 13.71%
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2024 Q2 2024 |
4,992
shares
|
$235,372
0.15% of portfolio
|
Q2 2024
New holding
|
|
Aigen Investment Management, LP
|
Aug 09, 2024 Q2 2024 |
4,835
shares
|
$227,970
0.05% of portfolio
|
Q2 2024
New holding
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,517
shares
|
$212,976
0.0% of portfolio
|
Q2 2024
New holding
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
4,505
shares
|
$212,410
0.0% of portfolio
|
Q2 2024
Reduced 55.89%
|
|
Pro Share Advisors LLC
|
Aug 13, 2024 Q2 2024 |
4,445
shares
|
$209,581
0.0% of portfolio
|
Q2 2024
Reduced 25.47%
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2024 Q2 2024 |
4,268
shares
|
$201,236
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
3,842
shares
|
$181,150
0.0% of portfolio
|
Q4 2022
New holding
|