Q1 2024 13F Holders as of 3/31/2024
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Type / Class
-
Equity / Common Stock
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Shares outstanding
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33.8M
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Number of holders
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174
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Total 13F shares, excl. options
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30.5M
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Shares change
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-284K
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Total reported value, excl. options
-
$1.36B
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Value change
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-$13M
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Put/Call ratio
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33.38
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Number of buys
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86
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Number of sells
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-78
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Price
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$44.69
Significant Holders of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) as of Q1 2024
198 filings reported holding HLIO - HELIOS TECHNOLOGIES, INC. - Common Stock as of Q1 2024.
HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) has 174 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 30.5M shares
of 33.8M outstanding shares and own 90.35% of the company stock.
Largest 10 shareholders include WASATCH ADVISORS LP (4.17M shares), WELLINGTON MANAGEMENT GROUP LLP (3.28M shares), VANGUARD GROUP INC (3.24M shares), BlackRock Inc. (2.32M shares), BROWN CAPITAL MANAGEMENT LLC (2.25M shares), Conestoga Capital Advisors, LLC (2.01M shares), Thrivent Financial for Lutherans (1.41M shares), DIMENSIONAL FUND ADVISORS LP (1.23M shares), Sara-Bay Financial (981K shares), and T. Rowe Price Investment Management, Inc. (918K shares).
This table shows the top 174 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.