Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
33,110,040
-
Total 13F shares
-
39,006
-
Share change
-
-205,469
-
Total reported value
-
$1,768,922
-
Price per share
-
$45.35
-
Number of holders
-
2
-
Value change
-
-$9,318,020
-
Number of buys
-
1
-
Number of sells
-
1
Institutional Holders of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) as of Q4 2023
As of 31 Dec 2023,
HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
39,006 shares.
The largest 10 holders included
WASATCH ADVISORS LP, VANGUARD GROUP INC, BROWN CAPITAL MANAGEMENT LLC, WELLINGTON MANAGEMENT GROUP LLP, BlackRock Inc., T. Rowe Price Investment Management, Inc., Conestoga Capital Advisors, LLC, THRIVENT FINANCIAL FOR LUTHERANS, DIMENSIONAL FUND ADVISORS LP, and Sara-Bay Financial.
This page lists
163
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.