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 182 institutions that hold shares in the stock, with a total of 31 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Nov 13, 2024 Q3 2024 |
266,229
shares
|
$12.2 Million
1.0% of portfolio
|
Q3 2024
Added 48.8%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
186,399
shares
|
$8.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
176,951
shares
|
$8.13 Million
0.01% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
171,336
shares
|
$7.87 Million
0.0% of portfolio
|
Q3 2024
Added 54.4%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
164,663
shares
|
$7.56 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
159,493
shares
|
$7.33 Million
0.03% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
155,784
shares
|
$7.16 Million
0.86% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
134,871
shares
|
$6.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
121,565
shares
|
$5.58 Million
0.0% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
117,291
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2024
Added 58.29%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
115,754
shares
|
$5.32 Million
0.01% of portfolio
|
Q3 2024
Added 118.41%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
98,626
shares
|
$4.53 Million
0.02% of portfolio
|
Q3 2024
Added 101.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
91,503
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
89,000
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Ceredex Value Advisors LLC
|
Oct 29, 2024 Q3 2024 |
87,893
shares
|
$4.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 53.13%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
87,464
shares
|
$4.02 Million
0.0% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,272
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
70,442
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
65,100
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2023
Reduced 9.33%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
61,352
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
59,429
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
57,451
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 230.12%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
54,562
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
53,959
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Added 60.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
50,547
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 46.49%
|