HLIO Insider Trading

Insider Ownership Percentage: 0.70%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $180,180.00

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: $51.61
Price Change: Price Decrease of -0.39 (-0.75%)
As of 05/15/2024 01:00 AM 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
6/30/2023Philippe LemaitreDirectorSell2,750$65.52$180,180.0057,267View SEC Filing Icon  
11/24/2021Melanie M. NealisInsiderSell5,000$108.92$544,600.00View SEC Filing Icon  
11/12/2021Marc BertonecheDirectorSell5,000$107.06$535,300.00View SEC Filing Icon  
11/8/2021Melanie M. NealisInsiderSell1,000$100.07$100,070.00View SEC Filing Icon  
11/8/2021Tricia L. FultonCFOSell2,000$100.02$200,040.00View SEC Filing Icon  
9/27/2021Jason Lemar MorganInsiderSell400$90.00$36,000.00View SEC Filing Icon  
9/27/2021Tricia L. FultonCFOSell1,000$90.00$90,000.00View SEC Filing Icon  
9/22/2021Jason Lemar MorganInsiderSell400$85.33$34,132.00View SEC Filing Icon  
8/10/2021Tricia L. FultonCFOSell1,000$85.00$85,000.00View 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
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
5/7/2024Oppenheimer Asset Management Inc.16,502$0.74M0.0%-21.3%0.050%Search for SEC Filing on Google Icon
5/6/2024Quantbot Technologies LP7,652$0.34M0.0%-53.7%0.023%Search for SEC Filing on Google Icon
5/3/2024GSA Capital Partners LLP19,939$0.89M0.1%+53.2%0.060%Search for SEC Filing on Google Icon
5/1/2024Capstone Investment Advisors LLC8,875$0.40M0.0%N/A0.027%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets34,886$1.56M0.0%-18.5%0.105%Search for SEC Filing on Google Icon
5/1/2024Mirae Asset Global Investments Co. Ltd.14,249$0.64M0.0%-6.2%0.043%Search for SEC Filing on Google Icon
4/26/2024Pinnacle Associates Ltd.18,592$0.83M0.0%-4.4%0.056%Search for SEC Filing on Google Icon
4/26/2024Conestoga Capital Advisors LLC2,010,417$89.85M1.3%+0.1%6.070%Search for SEC Filing on Google Icon
4/19/2024Azzad Asset Management Inc. ADV7,665$0.34M0.0%+3.7%0.023%Search for SEC Filing on Google Icon
4/18/2024Wasatch Advisors LP4,169,735$186.35M1.0%+8.7%12.590%Search for SEC Filing on Google Icon
4/16/2024Cardinal Capital Management18,651$0.83M0.1%N/A0.056%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd10,257$0.47M0.0%N/A0.031%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.4,315$0.20M0.0%+703.5%0.013%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.3,218,839$145.97M0.0%+2.8%9.719%Search for SEC Filing on Google Icon
3/5/2024Wellington Management Group LLP2,524,041$114.47M0.0%+125.6%7.621%Search for SEC Filing on Google Icon
2/15/2024Penn Capital Management Company LLC38,535$1.75M0.2%N/A0.117%Search for SEC Filing on Google Icon
2/15/2024Brown Capital Management LLC3,114,144$141.23M2.1%+7.0%9.423%Search for SEC Filing on Google Icon
2/14/2024Wasatch Advisors LP3,835,129$173.92M1.0%-0.4%11.604%Search for SEC Filing on Google Icon
2/14/2024Intrepid Capital Management Inc.20,114$0.91M0.6%N/A0.061%Search for SEC Filing on Google Icon
2/13/2024First National Bank of Omaha7,424$0.34M0.0%N/A0.022%Search for SEC Filing on Google Icon
2/13/2024Aristides Capital LLC6,347$0.29M0.1%N/A0.019%Search for SEC Filing on Google Icon
2/12/2024Madison Asset Management LLC29,994$1.36M0.0%-55.3%0.091%Search for SEC Filing on Google Icon
2/12/2024Evoke Wealth LLC33,442$1.52M0.0%N/A0.101%Search for SEC Filing on Google Icon
2/12/2024Isthmus Partners LLC38,226$1.73M0.2%+9.3%0.116%Search for SEC Filing on Google Icon
2/12/2024TD Asset Management Inc35,770$1.62M0.0%-20.9%0.108%Search for SEC Filing on Google Icon
2/9/2024Dynamic Technology Lab Private Ltd9,434$0.43M0.0%N/A0.029%Search for SEC Filing on Google Icon
2/9/2024Norges Bank239,997$10.88M0.0%N/A0.726%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP1,198,815$54.37M0.0%+5.1%3.627%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC25,567$1.16M0.0%N/A0.077%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets42,785$1.94M0.0%+51.2%0.129%Search for SEC Filing on Google Icon
2/7/2024Wrapmanager Inc.7,859$0.36M0.1%-3.3%0.024%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.258,982$11.75M0.0%-4.2%0.784%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank4,651$0.21M0.0%-6.6%0.014%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank65,100$2.95M0.0%-9.3%0.197%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.9,437$0.43M0.0%-2.9%0.029%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.13,324$0.60M0.0%-52.3%0.040%Search for SEC Filing on Google Icon
2/2/2024State of New Jersey Common Pension Fund D65,374$2.97M0.0%+51.3%0.198%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund421,084$19.10M0.0%+0.1%1.274%Search for SEC Filing on Google Icon
2/1/2024OLD National Bancorp IN7,264$0.33M0.0%+13.7%0.022%Search for SEC Filing on Google Icon
1/31/2024Knights of Columbus Asset Advisors LLC3,782$0.17M0.0%-77.6%0.011%Search for SEC Filing on Google Icon
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank9,869$0.45M0.0%+95.9%0.030%Search for SEC Filing on Google Icon
1/26/2024GHP Investment Advisors Inc.30,319$1.38M0.1%-14.4%0.092%Search for SEC Filing on Google Icon
1/26/2024Conestoga Capital Advisors LLC2,007,758$91.05M1.4%+3.3%6.075%Search for SEC Filing on Google Icon
1/25/2024Ceredex Value Advisors LLC288,119$13.07M0.2%+29.0%0.872%Search for SEC Filing on Google Icon
1/25/2024Nisa Investment Advisors LLC10,433$0.47M0.0%-11.1%0.032%Search for SEC Filing on Google Icon
1/24/2024Mirae Asset Global Investments Co. Ltd.15,187$0.69M0.0%+6.6%0.046%Search for SEC Filing on Google Icon
1/19/2024Fifth Third Bancorp914$41K0.0%-87.4%0.003%Search for SEC Filing on Google Icon
1/16/2024Tributary Capital Management LLC175,297$7.95M0.7%N/A0.530%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates48,592$2.20M0.0%-7.4%0.147%Search for SEC Filing on Google Icon
1/12/2024Sara Bay Financial984,007$44.63M21.3%-0.2%2.977%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.3,130,183$173.66M0.0%+0.7%9.471%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.6,686$0.37M0.0%-54.0%0.020%Search for SEC Filing on Google Icon
12/1/2023Wellington Management Group LLP1,118,943$62.08M0.0%+117.7%3.386%Search for SEC Filing on Google Icon
11/21/2023Comerica Bank151,248$8.39M0.0%+12.8%0.458%Search for SEC Filing on Google Icon
11/17/2023OLD National Bancorp IN6,387$0.35M0.0%+88.5%0.019%Search for SEC Filing on Google Icon
11/17/2023Jacobs Levy Equity Management Inc.95,694$5.31M0.0%+27.2%0.290%Search for SEC Filing on Google Icon
11/15/2023Kennedy Capital Management LLC119,548$6.63M0.2%-0.8%0.362%Search for SEC Filing on Google Icon
11/15/2023Advantage Alpha Capital Partners LP41,083$2.28M0.5%-19.4%0.124%Search for SEC Filing on Google Icon
11/15/2023Glenmede Trust Co. NA9,885$0.55M0.0%+28.4%0.030%Search for SEC Filing on Google Icon
11/14/2023Fred Alger Management LLC122,860$6.82M0.0%N/A0.372%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.36,412$2.02M0.0%+1.2%0.110%Search for SEC Filing on Google Icon
11/13/2023Stifel Financial Corp39,835$2.21M0.0%+4.1%0.121%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP8,762$0.49M0.0%N/A0.027%Search for SEC Filing on Google Icon
11/13/2023PNC Financial Services Group Inc.537$30K0.0%-82.9%0.002%Search for SEC Filing on Google Icon
11/9/2023Loomis Sayles & Co. L P562,433$31.20M0.1%-3.0%1.703%Search for SEC Filing on Google Icon
11/9/2023Rhumbline Advisers46,948$2.61M0.0%+4.2%0.142%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG17,332$0.96M0.0%+13.3%0.052%Search for SEC Filing on Google Icon
11/8/2023State of New Jersey Common Pension Fund D43,195$2.40M0.0%-10.8%0.131%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.270,198$14.99M0.0%+2.3%0.818%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank71,800$3.98M0.0%+1.1%0.217%Search for SEC Filing on Google Icon
11/8/2023New York Life Investment Management LLC5,444$0.30M0.0%-13.6%0.016%Search for SEC Filing on Google Icon
11/8/2023Oppenheimer Asset Management Inc.21,550$1.20M0.0%-2.5%0.065%Search for SEC Filing on Google Icon
11/6/2023Wrapmanager Inc.8,126$0.45M0.1%+33.3%0.025%Search for SEC Filing on Google Icon
11/6/2023Victory Capital Management Inc.9,721$0.54M0.0%+34.3%0.029%Search for SEC Filing on Google Icon
11/1/2023Knights of Columbus Asset Advisors LLC16,891$0.94M0.1%-44.8%0.051%Search for SEC Filing on Google Icon
10/31/2023Fifth Third Bancorp7,232$0.40M0.0%+4.0%0.022%Search for SEC Filing on Google Icon
10/30/2023Conestoga Capital Advisors LLC1,943,046$107.80M1.9%-4.9%5.883%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC940$52K0.0%-18.8%0.003%Search for SEC Filing on Google Icon
10/27/2023TD Asset Management Inc45,218$2.51M0.0%+1.8%0.137%Search for SEC Filing on Google Icon
10/26/2023Yorktown Management & Research Co Inc5,200$0.29M0.3%N/A0.016%Search for SEC Filing on Google Icon
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank5,037$0.28M0.0%+22.7%0.015%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp179,950$9.98M0.0%-3.1%0.545%Search for SEC Filing on Google Icon
10/24/2023Ceredex Value Advisors LLC223,300$12.39M0.2%N/A0.676%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates52,459$2.91M0.0%+1.4%0.159%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: $51.61
Low: $51.20
High: $52.13

50 Day Range

MA: $45.60
Low: $41.72
High: $52.00

52 Week Range

Now: $51.61
Low: $37.50
High: $67.31

Volume

116,460 shs

Average Volume

207,437 shs

Market Capitalization

$1.71 billion

P/E Ratio

51.61

Dividend Yield

0.70%

Beta

0.93

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

Helios Technologies' top insider shareholders include:
  1. Philippe Lemaitre (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 — 12.59%
  2. Vanguard Group Inc. — 9.78%
  3. Brown Capital Management LLC — 6.78%
  4. Conestoga Capital Advisors LLC — 6.07%
  5. Silvercrest Asset Management Group LLC — 0.56%
  6. Sei Investments Co. — 0.35%
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. Brown Capital Management LLC
  2. Price T Rowe Associates Inc. MD
  3. Quantbot Technologies LP
  4. BNP Paribas Financial Markets
  5. Public Employees Retirement System of Ohio
  6. Oppenheimer Asset Management Inc.
  7. Mirae Asset Global Investments Co. Ltd.
  8. Pinnacle Associates Ltd.

Which major investors are buying Helios Technologies stock?

During the previous quarter, HLIO stock was purchased by institutional investors including:
  1. Wasatch Advisors LP
  2. Keeley Teton Advisors LLC
  3. Silvercrest Asset Management Group LLC
  4. Vanguard Group Inc.
  5. Isthmus Partners LLC
  6. Cardinal Capital Management
  7. Sei Investments Co.
  8. Bayesian Capital Management LP