Purchases and Sales Made in Q3 2023 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
605K+ 117.75% |
$32.3M - $40.6M
|
1.12M
$61.9M
|
|
|
Oct 08, 2025
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
318K+ 309.36% |
$17M - $21.3M
|
421K
$23.3M
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
263KNew |
$14M - $17.6M
|
263K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
245K+ 1752.24% |
$13.1M - $16.5M
|
259K
$14.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
223KNew |
$11.9M - $15M
|
223K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
123KNew |
$6.56M - $8.25M
|
123K
$6.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
84.8K+ 1503.4% |
$4.53M - $5.69M
|
90.4K
$5.01M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
53K+ 27.66% |
$2.83M - $3.55M
|
244K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
50.3K+ 27.6% |
$2.69M - $3.38M
|
233K
$12.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
BUY
|
- |
49.1K+ 23.29% |
$2.62M - $3.3M
|
260K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
34.7K+ 255.28% |
$1.85M - $2.33M
|
48.2K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
30.9K+ 16.26% |
$1.65M - $2.07M
|
221K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
26.8K+ 4.25% |
$1.43M - $1.8M
|
657K
$36.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.6K+ 80.8% |
$1.2M - $1.51M
|
50.5K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
22K+ 0.71% |
$1.17M - $1.48M
|
3.13M
$173M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
20.5K+ 27.24% |
$1.09M - $1.37M
|
95.7K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18.3K+ 0.84% |
$976K - $1.23M
|
2.19M
$121M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
17.2K+ 12.81% |
$918K - $1.15M
|
151K
$8.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Sapience Investments, LLC
Newport Beach, CA |
BUY
|
- |
16.6K+ 22.96% |
$886K - $1.11M
|
88.8K
$4.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
16.6K+ 1.47% |
$885K - $1.11M
|
1.14M
$63.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.6K+ 72.34% |
$778K - $977K
|
34.7K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
11.4K+ 20.92% |
$609K - $765K
|
65.9K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 2.78% |
$571K - $717K
|
396K
$21.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.36KNew |
$500K - $628K
|
9.36K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.76KNew |
$468K - $588K
|
8.76K
$485K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.41K+ 41.87% |
$449K - $564K
|
28.5K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.33K+ 14.18% |
$445K - $559K
|
67.1K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7.53K+ 141.54% |
$402K - $505K
|
12.9K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.05KNew |
$377K - $473K
|
7.05K
$390K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.78K+ 7.12% |
$362K - $455K
|
102K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
6.61K+ 0.95% |
$353K - $444K
|
700K
$38.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.15K+ 2.33% |
$328K - $413K
|
270K
$15M
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
5.2KNew |
$278K - $349K
|
5.2K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.12KNew |
$220K - $277K
|
4.12K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.01K+ 1.25% |
$214K - $269K
|
324K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.85K+ 11.97% |
$206K - $258K
|
36K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.84KNew |
$205K - $258K
|
3.84K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.43K+ 5.41% |
$183K - $230K
|
66.9K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.1K+ 12.47% |
$166K - $208K
|
28K
$1.55M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
3K+ 88.46% |
$160K - $201K
|
6.39K
$354K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.82K+ 21.3% |
$150K - $189K
|
16K
$888K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.56K+ 7.79% |
$137K - $172K
|
35.4K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
2.49K+ 34.34% |
$133K - $167K
|
9.72K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.19K+ 28.38% |
$117K - $147K
|
9.89K
$547K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.03K+ 13.29% |
$109K - $136K
|
17.3K
$959K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.03K+ 33.3% |
$108K - $136K
|
8.13K
$450K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.91K+ 4.25% |
$102K - $128K
|
46.9K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.55K+ 4.06% |
$83K - $104K
|
39.8K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.55K+ 3.87% |
$82.7K - $104K
|
41.6K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.4K+ 93.4% |
$74.8K - $94K
|
2.9K
$160K
|