HLIO NYSE
Helios Technologies, Inc.
1W: -0.3%
1M: +15.3%
3M: +5.0%
YTD: +42.6%
1Y: +138.6%
3Y: +49.6%
5Y: +2.1%
$79.12
+1.15 (+1.47%)
Weekly Expected Move ±8.5%
$64
$71
$77
$84
$90
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — HLIO
264
Institutional Holders
+31 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
51
New Positions
75
Increased
105
Reduced
40
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (297 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,162,279 | $$250M | -30,580 | -1.0% | 12Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 2,954,698 | $$234M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 2,442,956 | $$193M | -25,796 | -1.0% | 7Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1,618,712 | $$128M | +6,347 | +0.4% | 13Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 1,505,296 | $$119M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Conestoga Capital Advisors, LLC | 1,325,206 | $$105M | -226,858 | -14.6% | 13Q | SEC ↗ |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 1,306,673 | $$103M | -690,854 | -34.6% | 13Q | SEC ↗ |
| 8 | Sara-Bay Financial | 1,153,896 | $$91M | -51,063 | -4.2% | 13Q | SEC ↗ |
| 9 | JENNISON ASSOCIATES LLC | 1,035,977 | $$82M | +239,876 | +30.1% | 2Q | SEC ↗ |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 931,008 | $$74M | +343,665 | +58.5% | 4Q | SEC ↗ |
| 11 | Thrivent Financial for Lutherans | 925,546 | $$73M | -223 | -0.0% | 13Q | SEC ↗ |
| 12 | JANUS HENDERSON GROUP PLC | 897,002 | $$71M | +422,020 | +88.8% | 13Q | SEC ↗ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 836,831 | $$66M | +49,311 | +6.3% | 13Q | SEC ↗ |
| 14 | WASATCH ADVISORS LP | 799,008 | $$63M | +208,823 | +35.4% | 13Q | SEC ↗ |
| 15 | STATE STREET CORP | 788,009 | $$62M | -7,874 | -1.0% | 13Q | SEC ↗ |
| 16 | T. Rowe Price Investment Management, I | 782,472 | $$62M | -281,696 | -26.5% | 13Q | SEC ↗ |
| 17 | ACK Asset Management LLC | 780,378 | $$62M | — | +0.0% | 3Q | SEC ↗ |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 768,660 | $$61M | +645,319 | +523.2% | 2Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 739,261 | $$58M | +219,719 | +42.3% | 13Q | SEC ↗ |
| 20 | NEUBERGER BERMAN GROUP LLC | 711,798 | $$56M | +7,403 | +1.1% | 9Q | SEC ↗ |
| 21 | VAUGHAN NELSON INVESTMENT MANAGEMENT, | 693,072 | $$55M | -65,665 | -8.7% | 7Q | SEC ↗ |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 544,241 | $$43M | -38,180 | -6.6% | 5Q | SEC ↗ |
| 23 | VOYA INVESTMENT MANAGEMENT LLC | 516,919 | $$41M | +30,116 | +6.2% | 13Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 510,519 | $$40M | -148,377 | -22.5% | 13Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 449,101 | $$36M | -191,339 | -29.9% | 13Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 420,051 | $$33M | -9,339 | -2.2% | 13Q | SEC ↗ |
| 27 | SG Capital Management LLC | 372,352 | $$29M | +174,752 | +88.4% | 2Q | SEC ↗ |
| 28 | Nuveen, LLC | 329,512 | $$26M | +8,595 | +2.7% | 5Q | SEC ↗ |
| 29 | NORTHERN TRUST CORP | 317,699 | $$25M | +12,791 | +4.2% | 13Q | SEC ↗ |
| 30 | Aperture Investors, LLC NEW | 304,003 | $$24M | — | +0.0% | 1Q | SEC ↗ |
| 31 | IAT REINSURANCE CO LTD. | 300,000 | $$24M | — | +0.0% | 13Q | SEC ↗ |
| 32 | Aberdeen Group plc | 289,233 | $$23M | +33,460 | +13.1% | 2Q | SEC ↗ |
| 33 | MetLife Investment Management, LLC | 280,107 | $$22M | +75 | +0.0% | 13Q | SEC ↗ |
| 34 | ROYCE & ASSOCIATES LP | 266,109 | $$21M | -95,690 | -26.4% | 13Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 237,885 | $$19M | -350,411 | -59.6% | 8Q | SEC ↗ |
| 36 | KENNEDY CAPITAL MANAGEMENT LLC | 229,108 | $$18M | -228,418 | -49.9% | 3Q | SEC ↗ |
| 37 | Invesco Ltd. | 219,178 | $$17M | +150,584 | +219.5% | 13Q | SEC ↗ |
| 38 | VANGUARD FIDUCIARY TRUST CO NEW | 214,246 | $$17M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Driehaus Capital Management LLC | 197,968 | $$16M | -97,531 | -33.0% | 3Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 193,363 | $$15M | +34,395 | +21.6% | 9Q | SEC ↗ |
| 41 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 180,142 | $$14M | -105,276 | -36.9% | 2Q | SEC ↗ |
| 42 | SCHRODER INVESTMENT MANAGEMENT GROUP | 176,130 | $$14M | -126,887 | -41.9% | 8Q | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 161,802 | $$13M | -5,468 | -3.3% | 13Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 161,769 | $$13M | +21,389 | +15.2% | 6Q | SEC ↗ |
| 45 | CASTLEARK MANAGEMENT LLC | 160,409 | $$13M | +13,660 | +9.3% | 3Q | SEC ↗ |
| 46 | SEI INVESTMENTS CO | 155,477 | $$12M | +5,356 | +3.6% | 13Q | SEC ↗ |
| 47 | Leeward Investments, LLC - MA NEW | 149,265 | $$12M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Ceredex Value Advisors LLC | 148,950 | $$12M | -42,850 | -22.3% | 11Q | SEC ↗ |
| 49 | MORGAN STANLEY | 142,008 | $$11M | -26,796 | -15.9% | 12Q | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 132,503 | $$10M | -24,898 | -15.8% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 2,954,698 | $$234M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,505,296 | $$119M |
| Aperture Investors, LLC | 304,003 | $$24M |
| VANGUARD FIDUCIARY TRUST CO | 214,246 | $$17M |
| Leeward Investments, LLC - MA | 149,265 | $$12M |
| Hillsdale Investment Management Inc | 113,020 | $$9M |
| Point72 Asset Management, L.P. | 70,467 | $$6M |
| HRT FINANCIAL LP | 52,408 | $$4M |
| Atom Investors LP | 30,521 | $$2M |
| State of New Jersey Common Pension | 30,519 | $$2M |
| LAZARD ASSET MANAGEMENT LLC | 30,382 | $$2M |
| Centiva Capital, LP | 25,886 | $$2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 21,942 | $$2M |
| Vanguard Global Advisers, LLC | 17,074 | $$1M |
| Dynamic Technology Lab Private Ltd | 15,430 | $$1M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15,000 | $$1M |
| STRS OHIO | 13,800 | $$1M |
| Quadrature Capital Ltd | 13,578 | $$1M |
| Calamos Advisors LLC | 10,940 | $$866K |
| CIBC Bancorp USA Inc. | 10,932 | $$865K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DEPRINCE RACE & ZOLLO INC | 233,025 | $$18M |
| Cubist Systematic Strategies, LLC | 168,651 | $$13M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 84,085 | $$7M |
| TWO SIGMA INVESTMENTS, LP | 74,317 | $$6M |
| ZACKS INVESTMENT MANAGEMENT | 33,267 | $$3M |
| TUDOR INVESTMENT CORP ET AL | 31,856 | $$3M |
| Jackson Creek Investment Advisors L | 25,590 | $$2M |
| Verition Fund Management LLC | 25,382 | $$2M |
| ExodusPoint Capital Management, LP | 24,584 | $$2M |
| Balyasny Asset Management L.P. | 22,787 | $$2M |
| GSA CAPITAL PARTNERS LLP | 19,596 | $$2M |
| DRW Securities, LLC | 17,484 | $$1M |
| Petrus Trust Company, LTA | 11,229 | $$888K |
| Semanteon Capital Management, LP | 10,930 | $$865K |
| FORMULA GROWTH LTD | 10,010 | $$792K |
| Bayesian Capital Management, LP | 8,200 | $$649K |
| PEAK6 LLC | 7,986 | $$632K |
| AIGEN INVESTMENT MANAGEMENT, LP | 7,565 | $$599K |
| Gotham Asset Management, LLC | 7,553 | $$598K |
| Brevan Howard Capital Management LP | 6,694 | $$530K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATION | +645,319 | +523.2% | 768,660 |
| JANUS HENDERSON GROUP PLC | +422,020 | +88.8% | 897,002 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | +343,665 | +58.5% | 931,008 |
| JENNISON ASSOCIATES LLC | +239,876 | +30.1% | 1,035,977 |
| AMERIPRISE FINANCIAL INC | +219,719 | +42.3% | 739,261 |
| WASATCH ADVISORS LP | +208,823 | +35.4% | 799,008 |
| SG Capital Management LLC | +174,752 | +88.4% | 372,352 |
| Invesco Ltd. | +150,584 | +219.5% | 219,178 |
| FIFTH THIRD BANCORP | +129,040 | +17367.4% | 129,783 |
| Trexquant Investment LP | +52,054 | +99.1% | 104,607 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +51,042 | +119.9% | 93,614 |
| GEODE CAPITAL MANAGEMENT, LLC | +49,311 | +6.3% | 836,831 |
| HARBOR CAPITAL ADVISORS, INC. | +35,836 | +24886.1% | 35,980 |
| JANE STREET GROUP, LLC | +34,395 | +21.6% | 193,363 |
| MILLENNIUM MANAGEMENT LLC | +33,881 | +390.0% | 42,568 |
| Aberdeen Group plc | +33,460 | +13.1% | 289,233 |
| VOYA INVESTMENT MANAGEMENT LLC | +30,116 | +6.2% | 516,919 |
| AQR CAPITAL MANAGEMENT LLC | +26,476 | +101.4% | 52,599 |
| RAYMOND JAMES FINANCIAL INC | +21,389 | +15.2% | 161,769 |
| CITADEL ADVISORS LLC | +18,868 | +19.7% | 114,639 |