HLIO Insider Trading

Insider Ownership Percentage: 0.70%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $33,154.65

Helios Technologies Insider Trading History Chart

This chart shows the insider buying and selling history at Helios Technologies by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Helios Technologies Share Price & Price History

Current Price: $46.20
Price Change: Price Decrease of -0.47 (-1.01%)
As of 12/20/2024 06:31 PM ET

This chart shows the closing price history over time for HLIO up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Helios Technologies Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/7/2024Diana SacchiDirectorSell615$53.91$33,154.653,636View SEC Filing Icon  
6/30/2023Philippe LemaitreDirectorSell2,750$65.52$180,180.0057,267View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Helios Technologies (NASDAQ:HLIO)

94.72% of Helios Technologies stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HLIO by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Helios Technologies Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024Geode Capital Management LLC752,544$35.90M0.0%+1.1%2.264%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC57,451$2.74M0.0%+230.1%0.173%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC23,605$1.13M0.0%-48.1%0.071%Search for SEC Filing on Google Icon
11/15/2024Wellington Management Group LLP2,022,724$96.48M0.0%-30.1%6.085%Search for SEC Filing on Google Icon
11/15/2024State Street Corp773,777$36.91M0.0%+0.6%2.328%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp50,547$2.41M0.0%+46.5%0.152%Search for SEC Filing on Google Icon
11/15/2024Jacobs Levy Equity Management Inc.16,561$0.79M0.0%-32.9%0.050%Search for SEC Filing on Google Icon
11/15/2024Janus Henderson Group PLC632,019$30.15M0.0%-13.2%1.901%Search for SEC Filing on Google Icon
11/14/2024Wasatch Advisors LP3,543,128$169.01M0.8%-15.4%10.659%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.53,959$2.57M0.0%+60.1%0.162%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,352$2.93M0.0%-8.6%0.185%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets13,111$0.63M0.0%+20.1%0.039%Search for SEC Filing on Google Icon
11/13/2024Quantbot Technologies LP10,348$0.49M0.0%N/A0.031%Search for SEC Filing on Google Icon
11/13/2024Advantage Alpha Capital Partners LP45,636$2.18M0.5%+7.0%0.137%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company17,052$0.81M0.0%-1.4%0.051%Search for SEC Filing on Google Icon
11/13/2024Truvestments Capital LLC3,750$0.18M0.0%N/A0.011%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.364,984$17.41M0.0%+11.7%1.098%Search for SEC Filing on Google Icon
11/12/2024Brown Capital Management LLC1,813,404$86.50M1.9%-8.5%5.455%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC4,701$0.22M0.0%N/A0.014%Search for SEC Filing on Google Icon
11/8/2024King Luther Capital Management Corp70,442$3.36M0.0%+1.0%0.212%Search for SEC Filing on Google Icon
11/8/2024B. Metzler seel. Sohn & Co. Holding AG48,737$2.33M0.0%N/A0.147%Search for SEC Filing on Google Icon
11/8/2024Wrapmanager Inc.8,269$0.39M0.1%-7.3%0.025%Search for SEC Filing on Google Icon
11/7/2024Quest Partners LLC13,054$0.62M0.1%N/A0.039%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans1,820,140$86.82M0.2%+30.8%5.479%Search for SEC Filing on Google Icon
11/6/2024Vaughan Nelson Investment Management L.P.12,210$0.58M0.0%N/A0.037%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP388,659$18.54M0.2%+34.1%1.170%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer Asset Management Inc.30,808$1.47M0.0%+23.0%0.093%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.9,361$0.45M0.0%-16.8%0.028%Search for SEC Filing on Google Icon
11/4/2024Versor Investments LP5,300$0.25M0.0%N/A0.016%Search for SEC Filing on Google Icon
11/4/2024Diamond Hill Capital Management Inc.285,805$13.63M0.1%N/A0.860%Search for SEC Filing on Google Icon
10/29/2024Ceredex Value Advisors LLC87,893$4.19M0.1%-53.1%0.265%Search for SEC Filing on Google Icon
10/28/2024Conestoga Capital Advisors LLC1,720,401$82.06M1.1%-14.3%5.179%Search for SEC Filing on Google Icon
10/28/2024New York State Common Retirement Fund393,323$18.76M0.0%-6.6%1.184%Search for SEC Filing on Google Icon
10/28/2024Stephens Inc. AR4,298$0.21M0.0%N/A0.013%Search for SEC Filing on Google Icon
10/25/2024Pinnacle Associates Ltd.19,442$0.88M0.0%+63.8%0.059%Search for SEC Filing on Google Icon
10/24/2024Nisa Investment Advisors LLC9,503$0.45M0.0%-4.9%0.029%Search for SEC Filing on Google Icon
10/24/2024GHP Investment Advisors Inc.37,219$1.78M0.1%-5.2%0.112%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates73,272$3.50M0.0%+31.6%0.221%Search for SEC Filing on Google Icon
10/16/2024Cardinal Capital Management22,219$1.06M0.2%+14.8%0.067%Search for SEC Filing on Google Icon
10/16/2024nVerses Capital LLC1,200$57K0.0%+200.0%0.004%Search for SEC Filing on Google Icon
10/11/2024Procyon Advisors LLC10,760$0.51M0.0%+47.8%0.032%Search for SEC Filing on Google Icon
10/10/2024Inspire Investing LLC8,654$0.41M0.0%+18.8%0.026%Search for SEC Filing on Google Icon
10/8/2024Clean Yield Group11,119$0.53M0.2%-2.0%0.033%Search for SEC Filing on Google Icon
10/7/2024Sara Bay Financial970,379$46.29M19.1%-0.1%2.923%Search for SEC Filing on Google Icon
10/5/2024Handelsbanken Fonder AB7,758$0.37M0.0%+13.1%0.023%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC11,616$0.55M0.0%+302.4%0.035%Search for SEC Filing on Google Icon
10/2/2024Central Pacific Bank Trust Division6,498$0.31M0.0%+9.9%0.020%Search for SEC Filing on Google Icon
8/16/2024Creative Planning7,260$0.35M0.0%N/A0.022%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company17,292$0.83M0.0%+7.6%0.052%Search for SEC Filing on Google Icon
8/15/2024Dark Forest Capital Management LP6,890$0.33M0.1%-32.0%0.021%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC4,517$0.22M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP52,999$2.53M0.0%+39.1%0.160%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC4,445$0.21M0.0%-25.5%0.013%Search for SEC Filing on Google Icon
8/13/2024Barrow Hanley Mewhinney & Strauss LLC898,419$42.90M0.1%N/A2.704%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans1,392,030$66.47M0.1%-1.3%4.193%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.151,105$7.22M0.0%+29.1%0.455%Search for SEC Filing on Google Icon
8/13/2024King Luther Capital Management Corp69,738$3.33M0.0%+4.2%0.210%Search for SEC Filing on Google Icon
8/13/2024Canada Pension Plan Investment Board2,300$0.11M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/13/2024Public Employees Retirement Association of Colorado5,187$0.25M0.0%-8.0%0.016%Search for SEC Filing on Google Icon
8/12/2024Inspire Investing LLC7,282$0.35M0.0%-10.4%0.022%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC46,575$2.22M0.0%-16.3%0.140%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,284,429$61.33M0.0%+4.4%3.869%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer Asset Management Inc.25,048$1.20M0.0%+51.8%0.075%Search for SEC Filing on Google Icon
8/8/2024Wrapmanager Inc.8,919$0.43M0.1%-12.7%0.027%Search for SEC Filing on Google Icon
8/8/2024GHP Investment Advisors Inc.39,271$1.88M0.1%+8.5%0.118%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.24,218$1.16M0.0%+46.9%0.073%Search for SEC Filing on Google Icon
8/6/2024Isthmus Partners LLC63,669$30K0.0%+1.1%0.192%Search for SEC Filing on Google Icon
8/2/2024Mesirow Institutional Investment Management Inc.178,922$8.54M0.7%N/A0.539%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers52,041$2.49M0.0%+8.4%0.157%Search for SEC Filing on Google Icon
7/29/2024Innealta Capital LLC727$35K0.0%N/A0.002%Search for SEC Filing on Google Icon
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank5,340$0.26M0.0%-28.9%0.016%Search for SEC Filing on Google Icon
7/26/2024Conestoga Capital Advisors LLC2,008,286$95.90M1.4%-0.1%6.049%Search for SEC Filing on Google Icon
7/26/2024Legato Capital Management LLC17,559$0.84M0.1%N/A0.053%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp463,657$22.14M0.0%+24.4%1.397%Search for SEC Filing on Google Icon
7/25/2024Ceredex Value Advisors LLC187,541$8.96M0.2%-36.0%0.565%Search for SEC Filing on Google Icon
7/20/2024Sara Bay Financial971,448$46.39M18.8%-1.0%2.926%Search for SEC Filing on Google Icon
7/12/2024SG Americas Securities LLC2,887$0.14M0.0%N/A0.009%Search for SEC Filing on Google Icon
7/12/2024Cardinal Capital Management19,353$0.92M0.2%+3.8%0.058%Search for SEC Filing on Google Icon
7/2/2024First Hawaiian Bank9,384$0.45M0.0%N/A0.028%Search for SEC Filing on Google Icon
5/29/2024Clean Yield Group11,344$0.51M0.2%-2.6%0.034%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank139,395$6.23M0.0%-4.6%0.420%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System33,067$1.48M0.0%-5.2%0.100%Search for SEC Filing on Google Icon
5/16/2024Jacobs Levy Equity Management Inc.80,486$3.60M0.0%-0.5%0.242%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC71,960$3.22M0.1%-25.4%0.217%Search for SEC Filing on Google Icon
5/16/2024Bayesian Capital Management LP11,482$0.51M0.0%N/A0.035%Search for SEC Filing on Google Icon
5/16/2024Silvercrest Asset Management Group LLC184,915$8.26M0.1%+24.7%0.557%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio60,463$2.70M0.0%-8.0%0.182%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD25,478$1.14M0.0%-43.0%0.077%Search for SEC Filing on Google Icon
5/15/2024Brown Capital Management LLC2,250,288$100.57M1.8%-27.7%6.778%Search for SEC Filing on Google Icon
5/15/2024Keeley Teton Advisors LLC73,691$3.29M0.4%N/A0.222%Search for SEC Filing on Google Icon
5/14/2024EntryPoint Capital LLC2,966$0.13M0.1%N/A0.009%Search for SEC Filing on Google Icon
5/14/2024MQS Management LLC5,497$0.25M0.1%N/A0.017%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co12,364$0.55M0.0%+326.5%0.037%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.3,243,814$144.97M0.0%+0.8%9.782%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System13,625$0.61M0.0%+45.6%0.041%Search for SEC Filing on Google Icon
5/8/2024Entropy Technologies LP6,760$0.30M0.0%N/A0.020%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC5,964$0.27M0.0%+8.6%0.018%Search for SEC Filing on Google Icon
5/8/2024Isthmus Partners LLC62,999$2.82M0.3%+64.8%0.190%Search for SEC Filing on Google Icon
5/8/2024Inspire Investing LLC8,131$0.36M0.0%N/A0.025%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.117,032$5.23M0.0%+16.1%0.353%Search for SEC Filing on Google Icon
Data available starting January 2016

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Helios Technologies logo
Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic control technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; hydraulic quick release coupling solutions for the agriculture, construction equipment, and industrial markets; motion control technology and fluid conveyance technology; cartridge valve technology; engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, Custom Fluidpower, Seungwon, NEM, Taimi, Daman, and Schultes brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational marine, powersports and specialty vehicles, agriculture and water pumping, power generation, engine-driven industrial equipment, and health and wellness markets. This segment sells its products under the Enovation Controls, Zero Off, Murphy, HCT, Balboa Water Group, and Joyonway brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was incorporated in 1970 and is headquartered in Sarasota, Florida.
Read More on Helios Technologies

Today's Range

Now: $46.20
Low: $45.90
High: $47.10

50 Day Range

MA: $50.40
Low: $46.10
High: $56.27

52 Week Range

Now: $46.20
Low: $39.08
High: $57.29

Volume

278,644 shs

Average Volume

202,186 shs

Market Capitalization

$1.54 billion

P/E Ratio

40.89

Dividend Yield

0.76%

Beta

0.85

Who are the company insiders with the largest holdings of Helios Technologies?

Helios Technologies' top insider shareholders include:
  1. Philippe Lemaitre (Director)
  2. Diana Sacchi (Director)
Learn More about top insider investors at Helios Technologies.

Who are the major institutional investors of Helios Technologies?

Helios Technologies' top institutional investors include:
  1. Wasatch Advisors LP — 10.66%
  2. Wellington Management Group LLP — 6.09%
  3. Thrivent Financial for Lutherans — 5.48%
  4. Brown Capital Management LLC — 5.46%
  5. Conestoga Capital Advisors LLC — 5.18%
  6. Sara Bay Financial — 2.92%
Learn More about top institutional investors of Helios Technologies stock.

Which major investors are selling Helios Technologies stock?

Within the previous quarter, HLIO stock was sold by these institutional investors:
  1. Wellington Management Group LLP
  2. Wasatch Advisors LP
  3. Conestoga Capital Advisors LLC
  4. Brown Capital Management LLC
  5. Ceredex Value Advisors LLC
  6. Janus Henderson Group PLC
  7. New York State Common Retirement Fund
  8. Jane Street Group LLC

Which major investors are buying Helios Technologies stock?

During the previous quarter, HLIO stock was purchased by institutional investors including:
  1. Thrivent Financial for Lutherans
  2. Diamond Hill Capital Management Inc.
  3. Royce & Associates LP
  4. B. Metzler seel. Sohn & Co. Holding AG
  5. Barclays PLC
  6. Charles Schwab Investment Management Inc.
  7. Rockefeller Capital Management L.P.
  8. Raymond James & Associates