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HLIO

HLIO - Helios Technologies Inc Stock Price, Fair Value and News

48.05USD+1.68 (+3.62%)Market Closed

Which funds bought or sold HLIO recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2024-05-02State of New Jersey Common Pension Fund DUNCHANGED Premium Premium Premium Premium65,374
2024-05-02Salomon & Ludwin, LLCUNCHANGED Premium Premium Premium Premium150
2024-05-02Empower Advisory Group, LLCUNCHANGED Premium Premium Premium Premium6,150
2024-05-02NISA INVESTMENT ADVISORS, LLCREDUCED Premium Premium Premium Premium9,970
2024-05-01BNP PARIBAS FINANCIAL MARKETSREDUCED Premium Premium Premium Premium34,886
2024-05-01CAPSTONE INVESTMENT ADVISORS, LLCNEW Premium Premium Premium Premium8,875
2024-05-01Mirae Asset Global Investments Co., Ltd.REDUCED Premium Premium Premium Premium14,249
2024-05-01Blue Trust, Inc.SOLD OFF Premium Premium Premium Premium-
2024-05-01CONCOURSE FINANCIAL GROUP SECURITIES, INC.ADDED Premium Premium Premium Premium15.00
2024-04-30JFS WEALTH ADVISORS, LLCREDUCED Premium Premium Premium Premium10.00
2024-04-30Avior Wealth Management, LLCNEW Premium Premium Premium Premium6.00
2024-04-30GPS Wealth Strategies Group, LLCUNCHANGED Premium Premium Premium Premium235
2024-04-30Ceredex Value Advisors LLCADDED Premium Premium Premium Premium293,241
2024-04-30Private Wealth Management Group, LLCUNCHANGED Premium Premium Premium Premium28.00
2024-04-26Conestoga Capital Advisors, LLCADDED Premium Premium Premium Premium2,010,420
2024-04-26First Horizon Advisors, Inc.REDUCED Premium Premium Premium Premium15.00
2024-04-26PINNACLE ASSOCIATES LTDREDUCED Premium Premium Premium Premium18,592
2024-04-25Zurcher Kantonalbank (Zurich Cantonalbank)REDUCED Premium Premium Premium Premium7,513
2024-04-25Bank of New York Mellon CorpADDED Premium Premium Premium Premium372,851
2024-04-25GHP Investment Advisors, Inc.ADDED Premium Premium Premium Premium36,205
2024-04-25Allworth Financial LPADDED Premium Premium Premium Premium66.00
2024-04-24BROWN ADVISORY INCUNCHANGED Premium Premium Premium Premium12,273
2024-04-23Principle Wealth Partners LLCADDED Premium Premium Premium Premium10,086
2024-04-23FIFTH THIRD BANCORPADDED Premium Premium Premium Premium1,013
2024-04-23AMALGAMATED BANKREDUCED Premium Premium Premium Premium1,114

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Which funds are the top buyers of HLIO?

Fund Name# Shares$ Value% Port.
WASATCH ADVISORS LP4,169,740186,345,000 0.98%
VANGUARD GROUP INC3,218,840145,974,000 -
BROWN CAPITAL MANAGEMENT LLC3,114,140141,226,000 2.12%
WELLINGTON MANAGEMENT GROUP LLP2,524,040114,465,000 0.02%
BlackRock Inc.2,398,060108,752,000 -
T. Rowe Price Investment Management, Inc.2,106,54095,532,000 0.06%
Conestoga Capital Advisors, LLC2,010,42089,845,500 1.30%
Thrivent Financial for Lutherans1,353,38061,376,000 0.13%
DIMENSIONAL FUND ADVISORS LP1,198,82054,365,200 0.02%
Sara-Bay Financial981,19743,221,700 19.39%

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Which funds have put a big percent of portfolio in HLIO?

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Trend of No. of funds that hold HLIO

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
NORGES BANK10,883,900
MILLENNIUM MANAGEMENT LLC8,951,050
VOLORIDGE INVESTMENT MANAGEMENT, LLC5,293,070
BARCLAYS PLC2,557,000
Penn Capital Management Company, LLC1,747,560
EVOKE WEALTH, LLC1,516,600
Jump Financial, LLC1,159,460
Qube Research & Technologies Ltd1,098,290