Helios Technologies, Inc.
HLIO- Exchange
- NYSE
- Industry
- Miscellaneous Fabricated Metal Products
- SEC CIK
- 0001024795
No open-market purchases or sales by Helios Technologies, Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $2.86B in total; no superinvestor holds it.
Q4 2022 vs. Q3 2022
How the institutions holding Helios Technologies, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 169 | 3 | 166 | 0 |
| Shares | 29.9M | 1.39K | 30.1M | +154.9K (+0.5%) |
| Value | $1.51B | $70.0K | $1.64B | +$123.8M (+8.2%) |
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (23)
Institutions that held Helios Technologies, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Thematics Asset Management | 121,000 | $6.59M | 0.40% |
| Silvercrest Asset Management Group LLC | 97,770 | $5.32M | 0.04% |
| Granite Investment Partners, LLC | 64,983 | $3.54M | 0.15% |
| Advantage Alpha Capital Partners LP | 50,172 | $2.73M | 0.58% |
| Madison Asset Management, LLC | 37,364 | $2.03M | 0.03% |
| Westwood Holdings Group Inc. | 8,656 | $471.0K | 0.00% |
| Numerai GP LLC | 6,317 | $343.9K | 0.23% |
| Janus Henderson Group PLC | 6,210 | $337.9K | 0.00% |
| Janney Montgomery Scott LLC | 5,626 | $306.0K | 0.00% |
| ProShare Advisors LLC | 4,187 | $227.9K | 0.00% |
| Ieq Capital, LLC | 3,901 | $212.4K | 0.01% |
| Pictet Asset Management SA | 3,842 | $209.0K | 0.00% |
| Wrapmanager Inc | 3,680 | $200.0K | 0.06% |
| Accurate Wealth Management, LLC | 183 | $10.4K | 0.00% |
| CWM, LLC | 104 | $6.00K | 0.00% |
| Park Place Capital Corp | 95 | $5.00K | 0.00% |
| Northwestern Mutual Wealth Management Co | 52 | $2.83K | 0.00% |
| GWM Advisors LLC | 18 | $980 | 0.00% |
| JFS Wealth Advisors, LLC | 10 | $544 | 0.00% |
| Baker Avenue Asset Management, LP | 6 | $327 | 0.00% |
| AdvisorNet Financial, Inc | 3 | $163 | 0.00% |
| Allworth Financial LP | 3 | $163 | 0.00% |
| Steward Financial Group LLC | 4 | $0 | 0.00% |
Sold out (23)
Institutions that held Helios Technologies, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Standard Life Aberdeen plc | 529,960 | $26.8M |
| Sapience Investments, LLC | 103,680 | $5.25M |
| Cubist Systematic Strategies, LLC | 39,858 | $2.02M |
| Millennium Management LLC | 38,567 | $1.95M |
| Marshall Wace, LLP | 27,239 | $1.38M |
| Cornercap Investment Counsel Inc | 18,190 | $920.0K |
| Jump Financial, LLC | 14,900 | $754.0K |
| Engineers Gate Manager LP | 14,393 | $728.0K |
| Alpha Paradigm Partners, LLC | 14,354 | $726.0K |
| NinePointTwo Capital | 6,802 | $344.0K |
| Gyon Technologies Capital Management, LP | 6,399 | $324.0K |
| Arrowstreet Capital, Limited Partnership | 6,280 | $318.0K |
| Quantbot Technologies LP | 5,746 | $290.0K |
| Graham Capital Management, L.P. | 5,031 | $254.0K |
| Tudor Investment Corp Et Al | 3,950 | $200.0K |
| Ensign Peak Advisors, Inc | 1,990 | $101.0K |
| STRS Ohio | 700 | $35.0K |
| GPS Wealth Strategies Group, LLC | 430 | $22.0K |
| Macquarie Group Ltd | 0 | $21.0K |
| Rockefeller Capital Management L.P. | 169 | $8.00K |
| IFP Advisors, Inc | 99 | $5.00K |
| Barclays PLC | 87 | $4.00K |
| Steward Partners Investment Advisory, LLC | 77 | $4.00K |
Not filed for Q4 2022 yet (3)
Institutions that held Helios Technologies, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 1,206 | $61.0K |
| FourThought Financial, LLC | 100 | $5.00K |
| Wipfli Financial Advisors LLC, | 82 | $4.00K |