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。
2022 年第 1 季 13F 持有人
Helios Technologies, Inc. 在 2022/3/31 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
- 185
- 較 2021 年第 4 季 +5 家
- 持有股數
- 2,949 萬
- 較 2021 年第 4 季 −1.31 萬 (0.0%)
- 總市值
- $23.6 億
- 較 2021 年第 4 季 −$7.35 億 (−23.7%)
- 新進機構
- 29
- 另有 59 家加碼
- 清倉機構
- 24
- 另有 62 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 5 | $0 | 0.00% | −1−16.7% | 減碼 |
| Schubert & Co | 3 | $0 | 0.00% | −2−40.0% | 減碼 |
| JFS Wealth Advisors, LLC | 6 | $0 | 0.00% | +3+100.0% | 加碼 |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Cordant, Inc. | 6 | $0 | 0.00% | +6 | 新進 |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | 新進 |
| Parallel Advisors, LLC | 8 | $1,000 | 0.00% | −29−78.4% | 減碼 |
| SRS Capital Advisors, Inc. | 18 | $1,000 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 13 | $1,000 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 30 | $2,000 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 49 | $3,932 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 54 | $4,000 | 0.00% | +54 | 新進 |
| Cullen/Frost Bankers, Inc. | 80 | $6,000 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 91 | $7,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 100 | $7,875 | 0.00% | +100 | 新進 |
| FourThought Financial, LLC | 997 | $8,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 100 | $8,000 | 0.00% | +100 | 新進 |
| Bartlett & Co. Wealth Management LLC | 100 | $8,025 | 0.00% | +100 | 新進 |
| TCI Wealth Advisors, Inc. | 108 | $9,000 | 0.00% | +63+140.0% | 加碼 |
| IFP Advisors, Inc | 179 | $9,000 | 0.00% | +179 | 新進 |
| Huntington National Bank | 143 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 201 | $1.60 萬 | 0.00% | +201 | 新進 |
| Caldwell Trust Co | 370 | $2.97 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 391 | $3.20 萬 | 0.00% | +326+501.5% | 加碼 |
| Signaturefd, LLC | 408 | $3.30 萬 | 0.00% | −16−3.8% | 減碼 |
| Macquarie Group Ltd | 414 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 461 | $3.70 萬 | 0.00% | −25−5.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 472 | $3.80 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 643 | $5.20 萬 | 0.00% | −987−60.6% | 減碼 |
| STRS Ohio | 700 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Silvant Capital Management LLC | 725 | $5.80 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 960 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 1,156 | $9.30 萬 | 0.05% | −104−8.3% | 減碼 |
| American Portfolios Advisors | 1,206 | $9.68 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 1,247 | $10.0 萬 | 0.00% | +439+54.3% | 加碼 |
| Great West Life Assurance Co | 1,487 | $12.7 萬 | 0.00% | −267−15.2% | 減碼 |
| Dark Forest Capital Management LP | 1,601 | $12.8 萬 | 0.03% | +1,601 | 新進 |
| EMC Capital Management | 1,954 | $13.1 萬 | 0.09% | −14,942−88.4% | 減碼 |
| Metropolitan Life Insurance Co | 1,960 | $15.7 萬 | 0.01% | −6,422−76.6% | 減碼 |
| Citigroup Inc | 2,454 | $19.7 萬 | 0.00% | −7,125−74.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,542 | $20.4 萬 | 0.01% | 00.0% | 不變 |
| HSBC Holdings PLC | 2,554 | $20.6 萬 | 0.00% | +19+0.7% | 加碼 |
| Commonwealth Equity Services, LLC | 2,671 | $21.4 萬 | 0.00% | +2,671 | 新進 |
| Tower Research Capital LLC (TRC) | 2,678 | $21.5 萬 | 0.00% | −4,226−61.2% | 減碼 |
| Wolverine Trading, LLC | 2,790 | $21.8 萬 | 0.01% | −1,058−27.5% | 減碼 |
| Lindenwold Advisors | 2,730 | $21.9 萬 | 0.13% | +125+4.8% | 加碼 |
| Natixis Investment Managers International | 2,947 | $23.6 萬 | 0.00% | +1,283+77.1% | 加碼 |
| PFG Advisors | 3,178 | $25.5 萬 | 0.03% | +310+10.8% | 加碼 |
| Qube Research & Technologies Ltd | 3,228 | $25.9 萬 | 0.00% | −4,335−57.3% | 減碼 |
| Westwood Holdings Group Inc. | 3,227 | $25.9 萬 | 0.00% | +3,227 | 新進 |
| Jane Street Group, LLC | 3,268 | $26.2 萬 | 0.00% | +3,268 | 新進 |
| Gsa Capital Partners LLP | 3,372 | $27.1 萬 | 0.04% | +3,372 | 新進 |
| Acuitas Investments, LLC | 3,500 | $28.1 萬 | 0.26% | +3,500 | 新進 |
| Squarepoint Ops LLC | 3,688 | $29.6 萬 | 0.00% | +3,688 | 新進 |
| Trexquant Investment LP | 3,743 | $30.0 萬 | 0.01% | +3,743 | 新進 |
| Clearstead Advisors, LLC | 3,750 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| Truvestments Capital LLC | 3,750 | $30.1 萬 | 0.17% | 00.0% | 不變 |
| Ieq Capital, LLC | 3,901 | $31.3 萬 | 0.01% | −93−2.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $33.0 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 4,148 | $33.2 萬 | 0.01% | +1,985+91.8% | 加碼 |
| ExodusPoint Capital Management, LP | 4,163 | $33.4 萬 | 0.00% | +4,163 | 新進 |
| Fred Alger Management, LLC | 4,196 | $33.7 萬 | 0.00% | −219,575−98.1% | 減碼 |
| Quantbot Technologies LP | 4,557 | $36.5 萬 | 0.03% | +4,497+7,495.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,700 | $37.7 萬 | 0.04% | +4,700 | 新進 |
| First Republic Investment Management, Inc. | 4,882 | $39.2 萬 | 0.00% | −102−2.0% | 減碼 |
| Principle Wealth Partners LLC | 5,043 | $40.5 萬 | 0.04% | 00.0% | 不變 |
| Amalgamated Bank | 5,294 | $42.5 萬 | 0.00% | −398−7.0% | 減碼 |
| Amalgamated Financial Corp. | 5,294 | $42.5 萬 | 0.00% | +5,294 | 新進 |
| US Bancorp | 5,397 | $43.4 萬 | 0.00% | +1,325+32.5% | 加碼 |
| Advisor Group Holdings, Inc. | 6,088 | $44.1 萬 | 0.00% | +823+15.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,639 | $45.3 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 5,997 | $48.1 萬 | 0.00% | +137+2.3% | 加碼 |
| ProShare Advisors LLC | 6,065 | $48.6 萬 | 0.00% | −999−14.1% | 減碼 |
| AQR Capital Management LLC | 6,085 | $48.8 萬 | 0.00% | +1,279+26.6% | 加碼 |
| PEAK6 Investments LLC | 6,133 | $49.2 萬 | 0.01% | −20,724−77.2% | 減碼 |
| Janus Henderson Group PLC | 6,192 | $49.7 萬 | 0.00% | +10.0% | 加碼 |
| Victory Capital Management Inc | 7,406 | $49.8 萬 | 0.00% | −854−10.3% | 減碼 |
| John G Ullman & Associates Inc | 6,300 | $50.6 萬 | 0.07% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 6,317 | $50.7 萬 | 0.00% | +276+4.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,375 | $51.2 萬 | 0.00% | +1,519+31.3% | 加碼 |
| Navellier & Associates Inc | 6,729 | $54.0 萬 | 0.09% | −3,598−34.8% | 減碼 |
| Handelsbanken Fonder AB | 6,858 | $55.0 萬 | 0.00% | −1,300−15.9% | 減碼 |
| Ameritas Advisory Services, LLC | 7,048 | $56.6 萬 | 0.02% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 7,087 | $56.9 萬 | 0.10% | 00.0% | 不變 |
| Jump Financial, LLC | 7,700 | $61.8 萬 | 0.03% | +7,700 | 新進 |
| Baldwin Brothers Inc | 7,926 | $63.6 萬 | 0.07% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 8,059 | $64.7 萬 | 0.06% | +2,028+33.6% | 加碼 |
| Arizona State Retirement System | 8,321 | $66.8 萬 | 0.01% | +39+0.5% | 加碼 |
| Glenmede Trust Co NA | 8,665 | $69.5 萬 | 0.00% | +1,790+26.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 8,717 | $70.0 萬 | 0.00% | +1,784+25.7% | 加碼 |
| Commerce Bank | 8,750 | $70.2 萬 | 0.00% | 00.0% | 不變 |
| Algert Global LLC | 8,754 | $70.3 萬 | 0.05% | +8,754 | 新進 |
| Envestnet Asset Management Inc | 8,870 | $71.2 萬 | 0.00% | −82−0.9% | 減碼 |
| Personal Capital Advisors Corp | 9,599 | $77.0 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 10,317 | $82.8 萬 | 0.00% | +7,127+223.4% | 加碼 |
| Renaissance Technologies LLC | 11,375 | $91.3 萬 | 0.00% | +11,375 | 新進 |
| Hillsdale Investment Management Inc. | 11,600 | $93.1 萬 | 0.06% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 11,798 | $94.7 萬 | 0.01% | −162−1.4% | 減碼 |
| Zacks Investment Management | 11,847 | $95.1 萬 | 0.01% | +1,257+11.9% | 加碼 |