Helios Technologies, Inc.
HLIO- 交易所
- NYSE
- 產業
- Miscellaneous Fabricated Metal Products
- SEC CIK
- 0001024795
近 90 天，Helios Technologies, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 285 家機構在 13F 申報持有，市值合計 $28.6 億；沒有大師持有。
2021 年第 4 季 13F 持有人
Helios Technologies, Inc. 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 181
- 較 2021 年第 3 季 +27 家
- 持有股數
- 2,950 萬
- 較 2021 年第 3 季 +1.78 萬 (+0.1%)
- 總市值
- $31.0 億
- 較 2021 年第 3 季 +$6.76 億 (+27.9%)
- 新進機構
- 37
- 另有 59 家加碼
- 清倉機構
- 10
- 另有 54 家減碼
另有 4 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HLIO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 285 | $28.6 億 |
| 2026 年第 1 季 | 252 | $20.9 億 |
| 2025 年第 4 季 | 215 | $17.5 億 |
| 2025 年第 3 季 | 201 | $17.1 億 |
| 2025 年第 2 季 | 187 | $10.6 億 |
| 2025 年第 1 季 | 184 | $10.4 億 |
| 2024 年第 4 季 | 173 | $14.6 億 |
| 2024 年第 3 季 | 177 | $15.1 億 |
| 2024 年第 2 季 | 174 | $15.2 億 |
| 2024 年第 1 季 | 181 | $13.8 億 |
| 2023 年第 4 季 | 167 | $14.1 億 |
| 2023 年第 3 季 | 156 | $17.3 億 |
| 2023 年第 2 季 | 170 | $20.2 億 |
| 2023 年第 1 季 | 176 | $19.8 億 |
| 2022 年第 4 季 | 166 | $16.4 億 |
| 2022 年第 3 季 | 169 | $15.1 億 |
| 2022 年第 2 季 | 164 | $20.0 億 |
| 2022 年第 1 季 | 185 | $23.6 億 |
| 2021 年第 4 季 | 181 | $31.0 億 |
| 2021 年第 3 季 | 158 | $24.3 億 |
| 2021 年第 2 季 | 152 | $22.7 億 |
| 2021 年第 1 季 | 144 | $21.2 億 |
2021 年第 4 季持有機構
每家機構持有 Helios Technologies, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TD Capital Management LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Manchester Capital Management LLC | 6 | $1,000 | 0.00% | +6 | 新進 |
| Schubert & Co | 5 | $1,000 | 0.00% | +5 | 新進 |
| Covestor Ltd | 13 | $1,000 | 0.00% | +13 | 新進 |
| SRS Capital Advisors, Inc. | 18 | $2,000 | 0.00% | +18 | 新進 |
| C M Bidwell & Associates Ltd | 30 | $3,000 | 0.00% | +30 | 新進 |
| Parallel Advisors, LLC | 37 | $4,000 | 0.00% | +29+362.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 45 | $5,000 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 50 | $5,000 | 0.00% | +50 | 新進 |
| Bell Investment Advisors, Inc | 46 | $5,000 | 0.00% | +46 | 新進 |
| West Paces Advisors Inc. | 49 | $5,153 | 0.00% | +5+11.4% | 加碼 |
| Quantbot Technologies LP | 60 | $6,000 | 0.00% | +60 | 新進 |
| FMR LLC | 65 | $7,000 | 0.00% | +65 | 新進 |
| Cullen/Frost Bankers, Inc. | 80 | $8,000 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 91 | $1.00 萬 | 0.00% | −127−58.3% | 減碼 |
| Confluence Wealth Services, Inc. | 128 | $1.30 萬 | 0.00% | +128 | 新進 |
| Huntington National Bank | 143 | $1.50 萬 | 0.00% | +22+18.2% | 加碼 |
| CWM, LLC | 200 | $2.10 萬 | 0.00% | +200 | 新進 |
| First Horizon Advisors, Inc. | 232 | $2.40 萬 | 0.00% | −42−15.3% | 減碼 |
| Caldwell Trust Co | 370 | $3.89 萬 | 0.00% | 00.0% | 不變 |
| Signet Financial Management, LLC | 377 | $4.00 萬 | 0.01% | +377 | 新進 |
| Aquatic Capital Management LLC | 400 | $4.20 萬 | 0.08% | +400 | 新進 |
| Macquarie Group Ltd | 414 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 424 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 472 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 486 | $5.10 萬 | 0.00% | −25−4.9% | 減碼 |
| STRS Ohio | 700 | $7.30 萬 | 0.00% | +700 | 新進 |
| Silvant Capital Management LLC | 725 | $7.60 萬 | 0.01% | +725 | 新進 |
| Lazard Asset Management LLC | 808 | $8.40 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 960 | $10.1 萬 | 0.00% | −25−2.5% | 減碼 |
| FourThought Financial, LLC | 997 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 1,206 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 1,260 | $13.3 萬 | 0.06% | −39−3.0% | 減碼 |
| Fifth Third Bancorp | 1,630 | $17.1 萬 | 0.00% | +1,185+266.3% | 加碼 |
| Natixis Investment Managers International | 1,664 | $17.5 萬 | 0.01% | −822−33.1% | 減碼 |
| Great West Life Assurance Co | 1,754 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management SA | 1,992 | $21.0 萬 | 0.00% | −463−18.9% | 減碼 |
| Stephens Inc | 2,015 | $21.2 萬 | 0.00% | +2,015 | 新進 |
| Marco Investment Management LLC | 2,037 | $21.4 萬 | 0.02% | +2,037 | 新進 |
| Schonfeld Strategic Advisors LLC | 2,100 | $22.1 萬 | 0.00% | −400−16.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,127 | $22.4 萬 | 0.01% | +2,127 | 新進 |
| Simplex Trading, LLC | 2,163 | $22.7 萬 | 0.01% | +2,163 | 新進 |
| HSBC Holdings PLC | 2,535 | $26.5 萬 | 0.00% | +2,535 | 新進 |
| Ameritas Investment Partners, Inc. | 2,542 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Engineers Gate Manager LP | 2,535 | $26.7 萬 | 0.01% | +2,535 | 新進 |
| Prudential Financial Inc | 2,568 | $27.0 萬 | 0.00% | −515−16.7% | 減碼 |
| Aurora Investment Counsel | 2,595 | $27.3 萬 | 0.16% | 00.0% | 不變 |
| Lindenwold Advisors | 2,605 | $27.4 萬 | 0.16% | +2,605 | 新進 |
| Wesbanco Bank Inc | 2,865 | $30.1 萬 | 0.01% | +240+9.1% | 加碼 |
| PFG Advisors | 2,868 | $30.2 萬 | 0.03% | +3+0.1% | 加碼 |
| State of Wisconsin Investment Board | 3,100 | $32.6 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 3,190 | $33.5 萬 | 0.00% | −16,897−84.1% | 減碼 |
| DCM Advisors, LLC | 3,500 | $36.8 萬 | 0.11% | −1,500−30.0% | 減碼 |
| Clearstead Advisors, LLC | 3,750 | $39.4 萬 | 0.03% | −349−8.5% | 減碼 |
| Truvestments Capital LLC | 3,750 | $39.4 萬 | 0.20% | 00.0% | 不變 |
| Wolverine Trading, LLC | 3,848 | $40.3 萬 | 0.01% | +3,848 | 新進 |
| Ieq Capital, LLC | 3,994 | $42.0 萬 | 0.01% | −19−0.5% | 減碼 |
| US Bancorp | 4,072 | $42.8 萬 | 0.00% | +43+1.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $43.2 萬 | 0.00% | 00.0% | 不變 |
| Alps Advisors Inc | 4,336 | $45.6 萬 | 0.01% | +53+1.2% | 加碼 |
| Quadrature Capital Ltd | 4,339 | $45.7 萬 | 0.02% | +4,339 | 新進 |
| Snowden Capital Advisors LLC | 4,672 | $49.1 萬 | 0.03% | +4,672 | 新進 |
| AQR Capital Management LLC | 4,806 | $50.5 萬 | 0.00% | −1,896−28.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,856 | $51.1 萬 | 0.00% | +384+8.6% | 加碼 |
| First Republic Investment Management, Inc. | 4,984 | $52.4 萬 | 0.00% | −834−14.3% | 減碼 |
| Principle Wealth Partners LLC | 5,043 | $53.0 萬 | 0.06% | −801−13.7% | 減碼 |
| Advisor Group Holdings, Inc. | 5,265 | $55.1 萬 | 0.00% | +409+8.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 5,489 | $57.7 萬 | 0.00% | +2,503+83.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,639 | $59.3 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 5,692 | $59.9 萬 | 0.00% | −62−1.1% | 減碼 |
| IndexIQ Advisors LLC | 5,795 | $60.9 萬 | 0.02% | −375−6.1% | 減碼 |
| Baird Financial Group, Inc. | 5,860 | $61.6 萬 | 0.00% | +590+11.2% | 加碼 |
| Zions Bancorporation, N.A. | 6,031 | $63.4 萬 | 0.06% | +867+16.8% | 加碼 |
| Teacher Retirement System of Texas | 6,041 | $63.5 萬 | 0.00% | +1,063+21.4% | 加碼 |
| Janus Henderson Group PLC | 6,191 | $65.1 萬 | 0.00% | +3,113+101.1% | 加碼 |
| John G Ullman & Associates Inc | 6,300 | $66.3 萬 | 0.09% | 00.0% | 不變 |
| Glenmede Trust Co NA | 6,875 | $72.3 萬 | 0.00% | +775+12.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,904 | $72.7 萬 | 0.01% | +5,625+439.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 6,933 | $72.9 萬 | 0.00% | +573+9.0% | 加碼 |
| Ameritas Advisory Services, LLC | 7,048 | $74.1 萬 | 0.03% | +7,048 | 新進 |
| ProShare Advisors LLC | 7,064 | $74.3 萬 | 0.00% | +2,920+70.5% | 加碼 |
| Aviance Capital Partners, LLC | 7,087 | $74.5 萬 | 0.12% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 7,472 | $78.6 萬 | 0.00% | +7,472 | 新進 |
| Qube Research & Technologies Ltd | 7,563 | $79.5 萬 | 0.01% | +7,563 | 新進 |
| Allstate Corp | 7,926 | $83.4 萬 | 0.02% | −694−8.1% | 減碼 |
| Baldwin Brothers Inc | 7,926 | $83.4 萬 | 0.08% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 8,158 | $85.8 萬 | 0.00% | −900−9.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 8,247 | $86.7 萬 | 0.01% | +5,015+155.2% | 加碼 |
| Victory Capital Management Inc | 8,260 | $86.9 萬 | 0.00% | −348−4.0% | 減碼 |
| Arizona State Retirement System | 8,282 | $87.1 萬 | 0.01% | −59−0.7% | 減碼 |
| Metropolitan Life Insurance Co | 8,382 | $88.2 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 11,960 | $91.6 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 8,750 | $92.0 萬 | 0.01% | −1,195−12.0% | 減碼 |
| Envestnet Asset Management Inc | 8,952 | $94.1 萬 | 0.00% | +229+2.6% | 加碼 |
| Citigroup Inc | 9,579 | $100.7 萬 | 0.00% | +4,594+92.2% | 加碼 |
| Personal Capital Advisors Corp | 9,599 | $101.0 萬 | 0.00% | +9,599 | 新進 |
| LPL Financial LLC | 9,741 | $102.2 萬 | 0.00% | +3,552+57.4% | 加碼 |
| Navellier & Associates Inc | 10,327 | $108.6 萬 | 0.16% | +7,134+223.4% | 加碼 |
| Zacks Investment Management | 10,590 | $111.4 萬 | 0.02% | +7,897+293.2% | 加碼 |