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Get Institutions for : 
Helios Technologies Inc (HLIO)  
$51.60 0.40 (0.77%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 167    5
Total shares held : 
 31,180,171  
% of shares held : 
 96.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 338,511  
% of shares held change : 
   1.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $54.96  
Last Quarter's Ending Price : 
 $45.35  
Last Quarter's Average Price : 
 $46.20  
Change from last quarter's     
avg. price to the last closing  : 
5.40 (11.69%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
26
 798,649
 2.56%
 
Increased Positions :
63
 3,127,619
 10.03%
 
Unchanged Positions :
32
 484,820
 1.55%
 
Decreased Positions :
46
-2,154,950
-6.91%
 
Closed Positions :
21
-1,432,807
-4.6%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AdvisorNet Financial Inc 1891 *Closed 2024-03-31 0 $0 -3
   Alpha Paradigm Partners LLC 479 *Closed 2022-12-31 0 $0 -14,354
   Edgestream Partners L.P. 812 *Closed 2024-03-31 0 $0 -20,646
   ACK ASSET MANAGEMENT LLC 21 *Closed 2023-12-31 0 $0 -535,000
   FEDERATED INVESTORS INC /PA/ 2109 *Closed 2023-12-31 0 $0 -36,412
   RENAISSANCE TECHNOLOGIES LLC 4133 *Closed 2023-12-31 0 $0 -11,375
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 818 *Closed 2024-03-31 0 $0 -10,472
   VIRGINIA RETIREMENT SYSTEMS ET AL 1033 *Closed 2023-09-30 0 $0 -3,300
   HUNTINGTON NATIONAL BANK 2793 *Closed 2024-03-31 0 $0 -111
   Ronald Blue Trust Inc. 2587 *Closed 2024-03-31 0 $0 -28
   LPL FINANCIAL CORP 4909 *Closed 2024-03-31 0 $0 -5,341
   CAPTRUST FINANCIAL ADVISORS 2761 *Closed 2023-12-31 0 $0 -4,124
   TRIBUTARY CAPITAL MANAGEMENT, LLC 211 *Closed 2024-03-31 0 $0 -175,297
   NATIXIS ASSET MANAGEMENT 243 *Closed 2023-12-31 0 $0 -1,078
   BB&T CORP 2633 *Closed 2023-12-31 0 $0 -8,156
   ALGER FRED MANAGEMENT INC 490 *Closed 2023-12-31 0 $0 -122,860
   Thematics Asset Management 143 *Closed 2023-12-31 0 $0 -103,000
   LOOMIS SAYLES & CO L P 962 *Closed 2023-12-31 0 $0 -562,433
   ADVISORY SERVICES NETWORK, LLC 3841 *Closed 2024-03-31 0 $0 -15
   Parallel Advisors LLC 3437 *Closed 2024-03-31 0 $0 -37
   FIRST NATIONAL BANK OF OMAHA 305 *Closed 2024-03-31 0 $0 -7,424
   Ameritas Advisory Services LLC 829 *Closed 2023-12-31 0 $0 -7,048
   Pictet Asset Management Holding SA 1998 *Closed 2023-12-31 0 $0 -3,842
   GANNETT WELSH & KOTLER 964 *Closed 2024-03-31 0 $0 -15
  24 Records found
  1    
  Page 1 of 1
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