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 |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
9,361
shares
|
$430,044
0.0% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
9,295
shares
|
$427,012
0.0% of portfolio
|
Q2 2024
Reduced 31.78%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,150
shares
|
$420,351
0.0% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
9,060
shares
|
$416,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
8,654
shares
|
$397,564
0.04% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
8,269
shares
|
$379,877
0.1% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
8,042
shares
|
$369,449
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
7,926
shares
|
$364,120
0.03% of portfolio
|
Q1 2021
Reduced 21.77%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
7,758
shares
|
$356,402
0.0% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
7,087
shares
|
$325,576
0.05% of portfolio
|
Q2 2019
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
6,498
shares
|
$298,518
0.04% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
6,283
shares
|
$288,641
0.0% of portfolio
|
Q3 2024
Added 41.35%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
6,150
shares
|
$282,531
0.0% of portfolio
|
Q2 2023
Reduced 32.79%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,045
shares
|
$277,707
0.0% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
5,340
shares
|
$245,319
0.0% of portfolio
|
Q2 2024
Reduced 28.92%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
5,300
shares
|
$243,482
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
5,187
shares
|
$238,290
0.0% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
5,043
shares
|
$231,675
0.02% of portfolio
|
Q4 2021
Reduced 13.71%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
4,701
shares
|
$215,963
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
4,340
shares
|
$199,379
0.03% of portfolio
|
Q3 2024
Added 35.24%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,298
shares
|
$197,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
4,268
shares
|
$196,071
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
3,842
shares
|
$176,501
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,750
shares
|
$172,275
0.0% of portfolio
|
Q4 2021
Reduced 8.51%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
3,750
shares
|
$172,275
0.05% of portfolio
|
Q3 2024
New holding
|