Helios Technologies, Inc. HLIO
We take great care to ensure that the data presented and summarized in this overview for HELIOS TECHNOLOGIES, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HLIO
View all-
Wasatch Advisors Inc Salt Lake City, UT3.54MShares$162 Million0.84% of portfolio
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Vanguard Group Inc Valley Forge, PA3.32MShares$151 Million0.0% of portfolio
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Black Rock Inc. New York, NY2.38MShares$108 Million0.0% of portfolio
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Wellington Management Group LLP Boston, MA2.02MShares$92.3 Million0.02% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.82MShares$83 Million0.16% of portfolio
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Brown Capital Management LLC Baltimore, MD1.81MShares$82.7 Million1.89% of portfolio
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Conestoga Capital Advisors, LLC1.72MShares$78.5 Million1.14% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.36MShares$62 Million0.02% of portfolio
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Barrow Hanley Mewhinney & Strauss LLC Dallas, TX999KShares$45.6 Million0.16% of portfolio
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Sara Bay Financial970KShares$44.3 Million16.76% of portfolio
Latest Institutional Activity in HLIO
Top Purchases
Top Sells
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
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 11
2024
|
Diana Sacchi |
BUY
Exercise of conversion of derivative security
|
Direct |
1,079
+18.62%
|
$57,187
$53.89 P/Share
|
Dec 11
2024
|
Cary Chenanda |
BUY
Exercise of conversion of derivative security
|
Direct |
1,017
+8.19%
|
$53,901
$53.89 P/Share
|
Dec 11
2024
|
Alexander Schuetz |
SELL
Payment of exercise price or tax liability
|
Direct |
306
-2.16%
|
$16,218
$53.89 P/Share
|
Dec 11
2024
|
Alexander Schuetz |
BUY
Exercise of conversion of derivative security
|
Direct |
1,017
+6.7%
|
$53,901
$53.89 P/Share
|
Dec 11
2024
|
Douglas Britt |
BUY
Exercise of conversion of derivative security
|
Direct |
955
+3.92%
|
$50,615
$53.89 P/Share
|
Dec 11
2024
|
Laura D Brown |
BUY
Exercise of conversion of derivative security
|
Direct |
1,079
+7.95%
|
$57,187
$53.89 P/Share
|
Dec 11
2024
|
Philippe Lemaitre |
BUY
Exercise of conversion of derivative security
|
Direct |
1,608
+2.42%
|
$85,224
$53.89 P/Share
|
Nov 25
2024
|
Matteo Arduini President of Hydraulics, EMEA |
SELL
Open market or private sale
|
Direct |
4,000
-25.38%
|
$212,000
$53.98 P/Share
|
Nov 07
2024
|
Diana Sacchi |
SELL
Open market or private sale
|
Direct |
615
-14.47%
|
$32,595
$53.91 P/Share
|
Oct 01
2024
|
Sean Bagan Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
770
+10.94%
|
$36,190
$47.35 P/Share
|
Sep 29
2024
|
Philippe Lemaitre |
BUY
Exercise of conversion of derivative security
|
Direct |
1,177
+1.83%
|
$55,319
$47.15 P/Share
|
Sep 29
2024
|
Laura D Brown |
BUY
Exercise of conversion of derivative security
|
Direct |
789
+6.46%
|
$37,083
$47.15 P/Share
|
Sep 29
2024
|
Douglas Britt |
BUY
Exercise of conversion of derivative security
|
Direct |
699
+3.02%
|
$32,853
$47.15 P/Share
|
Sep 29
2024
|
Alexander Schuetz |
SELL
Payment of exercise price or tax liability
|
Direct |
224
-1.67%
|
$10,528
$47.15 P/Share
|
Sep 29
2024
|
Alexander Schuetz |
BUY
Exercise of conversion of derivative security
|
Direct |
744
+5.27%
|
$34,968
$47.15 P/Share
|
Sep 29
2024
|
Diana Sacchi |
BUY
Exercise of conversion of derivative security
|
Direct |
789
+15.65%
|
$37,083
$47.15 P/Share
|
Sep 29
2024
|
Cary Chenanda |
BUY
Exercise of conversion of derivative security
|
Direct |
744
+6.69%
|
$34,968
$47.15 P/Share
|
Sep 11
2024
|
Sean Bagan Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
1,500
+21.43%
|
-
|
Jun 07
2024
|
Philippe Lemaitre |
BUY
Exercise of conversion of derivative security
|
Direct |
1,173
+1.86%
|
$55,131
$47.2 P/Share
|
Jun 07
2024
|
Laura D Brown |
BUY
Exercise of conversion of derivative security
|
Direct |
787
+6.89%
|
$36,989
$47.2 P/Share
|
Last 12 Months Summary
Exercise of conversion of derivative security | 125K shares |
---|---|
Grant, award, or other acquisition | 1.5K shares |
Payment of exercise price or tax liability | 37.2K shares |
---|---|
Open market or private sale | 11.6K shares |