Institutional Ownership
Wasatch Advisors LP is the biggest individual institutional holder of Helios Technologies Inc (HLIO), owning a total of 4.2 million shares. Combined, the top 33 institutional holders of HLIO own 110.84% of the company with a total of 36.7 million shares.
In the latest ownership report on June 30th 2024, the top 33 institutional holders increased their combined ownership of HLIO by 618 thousand shares. 8 institutions bought 1,862,144 total additional shares and increased their ownership by an average of 643.80%. However 9 institutions sold 1,243,832 total shares and decreased their ownership by an average of 12.82%.
Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Helios Technologies increased by a net total of 618,312 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Wasatch Advisors LP | 12.604% | 0.413% | 4,186,962 | 17,227 | 2024-06-30 |
Vanguard Group Inc | 9.731% | -0.350% | 3,232,470 | -11,344 | 2024-06-30 |
Wellington Management Company LLP | 8.713% | -11.712% | 2,894,548 | -383,990 | 2024-06-30 |
BlackRock Inc | 7.152% | 2.431% | 2,375,876 | 56,383 | 2024-06-30 |
Conestoga Capital Advisors, LLC | 6.045% | -0.106% | 2,008,286 | -2,131 | 2024-06-30 |
Brown Capital Management, LLC | 5.969% | -11.888% | 1,982,770 | -267,518 | 2024-06-30 |
Dimensional Fund Advisors, Inc. | 3.867% | 4.406% | 1,284,429 | 54,205 | 2024-06-30 |
Sara-Bay Financial Corp | 2.924% | -0.994% | 971,448 | -9,749 | 2024-06-30 |
Barrow Hanley Mewhinney & Strauss LLC | 2.705% | 0.000% | 898,419 | 898,419 | 2024-06-30 |
HHG PLC | 2.191% | 5,108.280% | 727,961 | 713,984 | 2024-06-30 |
T. Rowe Price Investment Management,Inc. | 1.420% | -48.608% | 471,805 | -446,247 | 2024-06-30 |
Bank of New York Mellon Corp | 1.396% | 24.355% | 463,657 | 90,806 | 2024-06-30 |
New York State Common Retirement Fund | 1.268% | 0.002% | 421,078 | 8 | 2024-06-30 |
Charles Schwab Investment Management Inc | 0.983% | 10.526% | 326,677 | 31,112 | 2024-06-30 |
Northern Trust Corp | 0.889% | -3.933% | 295,298 | -12,088 | 2024-06-30 |
Royce & Associates, LP | 0.872% | -1.718% | 289,759 | -5,065 | 2024-06-30 |
Ceredex Value Advisors LLC | 0.565% | -36.045% | 187,541 | -105,700 | 2024-06-30 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Wasatch Advisors LP | 12.604% | 0.413% | 4,186,962 | 17,227 | 2024-06-30 |
Wasatch Advisors Inc. | 11.648% | -5.275% | 3,849,849 | -214,368 | 2023-09-30 |
Vanguard Group Inc | 9.731% | -0.350% | 3,232,470 | -11,344 | 2024-06-30 |
Wellington Management Company LLP | 8.713% | -11.712% | 2,894,548 | -383,990 | 2024-06-30 |
T. Rowe Price Associates, Inc. | 8.302% | 0.558% | 2,702,808 | 15,004 | 2022-06-30 |
BlackRock Inc | 7.152% | 2.431% | 2,375,876 | 56,383 | 2024-06-30 |
Conestoga Capital Advisors, LLC | 6.045% | -0.106% | 2,008,286 | -2,131 | 2024-06-30 |
Brown Capital Management, LLC | 5.969% | -11.888% | 1,982,770 | -267,518 | 2024-06-30 |
Thrivent Financial For Lutherans | 4.244% | 4.164% | 1,409,738 | 56,357 | 2024-03-31 |
Dimensional Fund Advisors, Inc. | 3.867% | 4.406% | 1,284,429 | 54,205 | 2024-06-30 |
Sara-Bay Financial Corp | 2.924% | -0.994% | 971,448 | -9,749 | 2024-06-30 |
Barrow Hanley Mewhinney & Strauss LLC | 2.705% | 0.000% | 898,419 | 898,419 | 2024-06-30 |
State Street Corporation | 2.241% | 1.062% | 744,496 | 7,822 | 2024-03-31 |
HHG PLC | 2.191% | 5,108.280% | 727,961 | 713,984 | 2024-06-30 |
Geode Capital Management, LLC | 2.151% | 2.963% | 714,665 | 20,567 | 2024-03-31 |
Bank of America Corp | 1.982% | 46.399% | 658,519 | 208,709 | 2024-03-31 |
Loomis, Sayles & Company LP | 1.702% | -3.028% | 562,433 | -17,560 | 2023-09-30 |
ACK Asset Management LLC | 1.619% | -15.748% | 535,000 | -100,000 | 2023-09-30 |
abrdn PLC | 1.628% | 2.080% | 529,960 | 10,796 | 2022-09-30 |
T. Rowe Price Investment Management,Inc. | 1.420% | -48.608% | 471,805 | -446,247 | 2024-06-30 |
Bank of New York Mellon Corp | 1.396% | 24.355% | 463,657 | 90,806 | 2024-06-30 |
New York State Common Retirement Fund | 1.268% | 0.002% | 421,078 | 8 | 2024-06-30 |
Royal Bank of Canada | 1.198% | 2.776% | 395,802 | 10,691 | 2023-09-30 |
Charles Schwab Investment Management Inc | 0.983% | 10.526% | 326,677 | 31,112 | 2024-06-30 |
Amvescap Plc. | 0.952% | 3.328% | 310,017 | 9,986 | 2022-06-30 |
IAT REINSURANCE CO LTD | 0.904% | 0.000% | 300,000 | 0 | 2023-12-31 |
GW&K Investment Management, LLC | 0.896% | -49.552% | 295,969 | -290,708 | 2023-06-30 |
Northern Trust Corp | 0.889% | -3.933% | 295,298 | -12,088 | 2024-06-30 |
Royce & Associates, LP | 0.872% | -1.718% | 289,759 | -5,065 | 2024-06-30 |
Ameriprise Financial Inc | 0.800% | -47.869% | 264,411 | -242,789 | 2023-03-31 |
NORGES BANK | 0.723% | -28.834% | 239,997 | -97,239 | 2023-12-31 |
Ceredex Value Advisors LLC | 0.565% | -36.045% | 187,541 | -105,700 | 2024-06-30 |
Silvercrest Asset Management Group LLC | 0.557% | 24.741% | 184,915 | 36,676 | 2024-03-31 |
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$HLIO Holding
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