Purchases and Sales Made in Q1 2024 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q1 2024. The information is specifically focused on institutions that hold shares of HELIOS TECHNOLOGIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Wellington Management Group LLP
       Boston, MA | BUY | - | 3.28MNew |                   
                  $132M - $154M
                 |                   
                3.28M
                $183M
               | |
| 
                  Apr 18, 2024
                  Q1 2024
                 | 
      Wasatch Advisors Inc
       Salt Lake City, UT | BUY | - | 335K+ 8.72% |                   
                  $13.5M - $15.7M
                 |                   
                4.17M
                $232M
               | |
| 
                  Oct 08, 2025
                  Q1 2024
                 | 
      New York State Common Retirement Fund
      
   | BUY | - | 318K+ 309.64% |                   
                  $12.8M - $15M
                 |                   
                421K
                $23.5M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Bank Of America Corp 
       Charlotte, NC | BUY | - | 209K+ 46.4% |                   
                  $8.42M - $9.82M
                 |                   
                659K
                $36.7M
               | |
| 
                  May 14, 2025
                  Q1 2024
                 | 
      Norges Bank
       Oslo, Q8 | BUY | - | 198KNew |                   
                  $8.01M - $9.34M
                 |                   
                198K
                $11.1M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Elequin Capital LP
       New York, NY | BUY | - | 104KNew |                   
                  $4.19M - $4.88M
                 |                   
                104K
                $5.78M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Keeley Teton Advisors, LLC
       Chicago, IL | BUY | - | 73.7KNew |                   
                  $2.97M - $3.47M
                 |                   
                73.7K
                $4.11M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Two Sigma Investments, LP
       New York, NY | BUY | - | 73K+ 114.04% |                   
                  $2.94M - $3.43M
                 |                   
                137K
                $7.63M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Goldman Sachs Group Inc
       New York, NY | BUY | - | 65.6K+ 236.2% |                   
                  $2.64M - $3.08M
                 |                   
                93.3K
                $5.2M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Penn Capital Management Company, LLC
       Philadelphia, PA | BUY | - | 65.2K+ 169.22% |                   
                  $2.63M - $3.07M
                 |                   
                104K
                $5.78M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Qube Research & Technologies LTD
       London, X0 | BUY | - | 58K+ 239.33% |                   
                  $2.34M - $2.73M
                 |                   
                82.2K
                $4.58M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Thrivent Financial For Lutherans
       Minneapolis, MN | BUY | - | 56.4K+ 4.16% |                   
                  $2.27M - $2.65M
                 |                   
                1.41M
                $78.6M
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Jim Simons                        
      Renaissance Technologies LLC | New York, Ny
   | BUY | - | 55.7KNew |                   
                  $2.25M - $2.62M
                 |                   
                55.7K
                $3.1M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      David A. Siegel                        
      Two Sigma Advisers, LP | New York, Ny
   | BUY | - | 46.3K+ 57.44% |                   
                  $1.87M - $2.18M
                 |                   
                127K
                $7.07M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Paul Tudor Jones                        
      Tudor Investment Corp Et Al | Stamford, Ct
   | BUY | - | 45.1KNew |                   
                  $1.82M - $2.12M
                 |                   
                45.1K
                $2.51M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      D. E. Shaw & Co., Inc.
       New York, NY | BUY | - | 44.7K+ 64.61% |                   
                  $1.8M - $2.1M
                 |                   
                114K
                $6.35M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Voloridge Investment Management, LLC
       Jupiter, FL | BUY | - | 42.7K+ 36.59% |                   
                  $1.72M - $2.01M
                 |                   
                159K
                $8.88M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Marshall Wace, LLP
       London, X0 | BUY | - | 38.1KNew |                   
                  $1.54M - $1.79M
                 |                   
                38.1K
                $2.12M
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Balyasny Asset Management LLC
       Chicago, IL | BUY | - | 37.5KNew |                   
                  $1.51M - $1.77M
                 |                   
                37.5K
                $2.09M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Silvercrest Asset Management Group LLC
       New York, NY | BUY | - | 36.7K+ 24.74% |                   
                  $1.48M - $1.73M
                 |                   
                185K
                $10.3M
               | |
| 
                  May 08, 2024
                  Q1 2024
                 | 
      Charles Schwab Investment Management Inc
       San Francisco, CA | BUY | - | 36.6K+ 14.13% |                   
                  $1.48M - $1.72M
                 |                   
                296K
                $16.5M
               | |
| 
                  Dec 26, 2024
                  Q1 2024
                 | 
      Jpmorgan Chase & CO
       New York, NY | BUY | - | 36K+ 60.59% |                   
                  $1.45M - $1.69M
                 |                   
                95.4K
                $5.32M
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Neuberger Berman Group LLC
       New York, NY | BUY | - | 31.9KNew |                   
                  $1.28M - $1.5M
                 |                   
                31.9K
                $1.77M
               | |
| 
                  May 10, 2024
                  Q1 2024
                 | 
      Dimensional Fund Advisors LP
       Austin, TX | BUY | - | 31.4K+ 2.62% |                   
                  $1.27M - $1.48M
                 |                   
                1.23M
                $68.5M
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      First Trust Advisors LP
       Wheaton, IL | BUY | - | 28.8K+ 121.73% |                   
                  $1.16M - $1.35M
                 |                   
                52.4K
                $2.92M
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Granite Investment Partners, LLC
      
   | BUY | - | 27.7K+ 19.92% |                   
                  $1.12M - $1.3M
                 |                   
                167K
                $9.29M
               | |
| 
                  Oct 17, 2024
                  Q1 2024
                 | 
      Morgan Stanley
       New York, NY | BUY | - | 25.5K+ 23.02% |                   
                  $1.03M - $1.2M
                 |                   
                137K
                $7.61M
               | |
| 
                  May 10, 2024
                  Q1 2024
                 | 
      Vanguard Group Inc
       Valley Forge, PA | BUY | - | 25K+ 0.78% |                   
                  $1.01M - $1.17M
                 |                   
                3.24M
                $181M
               | |
| 
                  May 07, 2024
                  Q1 2024
                 | 
      Isthmus Partners, LLC
       Madison, WI | BUY | - | 24.8K+ 64.81% |                   
                  $999K - $1.17M
                 |                   
                63K
                $3.51M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Numerai Gp LLC
       San Francisco, CA | BUY | - | 24.2K+ 508.22% |                   
                  $977K - $1.14M
                 |                   
                29K
                $1.62M
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Geode Capital Management, LLC
       Boston, MA | BUY | - | 20.6K+ 2.96% |                   
                  $830K - $967K
                 |                   
                715K
                $39.8M
               | |
| 
                  Apr 15, 2024
                  Q1 2024
                 | 
      Cardinal Capital Management
      
   | BUY | - | 18.7KNew |                   
                  $752K - $877K
                 |                   
                18.7K
                $1.04M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Met Life Investment Management, LLC
       Whippany, NJ | BUY | - | 17.5KNew |                   
                  $706K - $823K
                 |                   
                17.5K
                $975K
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Advantage Alpha Capital Partners LP
       San Francisco, CA | BUY | - | 16.9K+ 40.26% |                   
                  $681K - $795K
                 |                   
                58.8K
                $3.28M
               | |
| 
                  May 07, 2024
                  Q1 2024
                 | 
      Sei Investments CO
       Oaks, PA | BUY | - | 16.2K+ 16.07% |                   
                  $654K - $762K
                 |                   
                117K
                $6.52M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Jane Street Group, LLC
       New York, NY | BUY | - | 15.9KNew |                   
                  $640K - $747K
                 |                   
                15.9K
                $885K
               | |
| 
                  May 10, 2024
                  Q1 2024
                 | 
      Jpmorgan Chase & CO
       New York, NY | BUY | - | 15.1K+ 18.85% |                   
                  $611K - $712K
                 |                   
                95.4K
                $5.32M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Trexquant Investment LP
       Stamford, CT | BUY | - | 11.8KNew |                   
                  $475K - $553K
                 |                   
                11.8K
                $656K
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Bayesian Capital Management, LP
       Brooklyn, NY | BUY | - | 11.5KNew |                   
                  $463K - $540K
                 |                   
                11.5K
                $640K
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Hrt Financial LP
       New York, NY | BUY | - | 10.5KNew |                   
                  $425K - $495K
                 |                   
                10.5K
                $587K
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Exodus Point Capital Management, LP
       New York, NY | BUY | - | 10.4KNew |                   
                  $418K - $488K
                 |                   
                10.4K
                $578K
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Verition Fund Management LLC
       Greenwich, CT | BUY | - | 10.2KNew |                   
                  $412K - $480K
                 |                   
                10.2K
                $569K
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Occudo Quantitative Strategies LP
       Fort Lauderdale, FL | BUY | - | 9.97KNew |                   
                  $402K - $469K
                 |                   
                9.97K
                $556K
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Great West Life Assurance CO 
       Winnipeg, A2 | BUY | - | 9.47K+ 326.49% |                   
                  $382K - $445K
                 |                   
                12.4K
                $689K
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Aquatic Capital Management LLC
       Chicago, IL | BUY | - | 9.1K+ 239.47% |                   
                  $367K - $428K
                 |                   
                12.9K
                $719K
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Engineers Gate Manager LP
       New York, NY | BUY | - | 9.05KNew |                   
                  $365K - $426K
                 |                   
                9.05K
                $504K
               | |
| 
                  May 01, 2024
                  Q1 2024
                 | 
      Capstone Investment Advisors, LLC
       New York, NY | BUY | - | 8.88KNew |                   
                  $358K - $417K
                 |                   
                8.88K
                $495K
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Xtx Topco LTD
       London, X0 | BUY | - | 8.46KNew |                   
                  $341K - $398K
                 |                   
                8.46K
                $471K
               | |
| 
                  May 07, 2024
                  Q1 2024
                 | 
      Inspire Investing, LLC
       Meridian, ID | BUY | - | 8.13KNew |                   
                  $328K - $382K
                 |                   
                8.13K
                $453K
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Invesco Ltd.
       Atlanta, GA | BUY | - | 7.98K+ 17.33% |                   
                  $322K - $375K
                 |                   
                54K
                $3.01M
               |