HLIO Insider Trading

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Insider Trading History
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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

Helios Technologies Share Price & Price History

^$32.78

▼ -0.5 (-1.50%)

As of 05/15/2025 04:58 PM ET

Days: 30 | 90 | 365

Helios Technologies Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
11/7/2024	Diana Sacchi	Director	Sell	615	$53.91	$33,154.65	3,636
6/30/2023	Philippe Lemaitre	Director	Sell	2,750	$65.52	$180,180.00	57,267

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

Helios Technologies Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/15/2025	EP Wealth Advisors LLC	7,077	$0.23M	0.0%	N/A	0.021%
5/15/2025	Royal Bank of Canada	89,391	$2.87M	0.0%	+0.6%	0.268%
5/15/2025	Quarry LP	1,023	$33K	0.0%	+406.4%	0.003%
5/14/2025	B. Metzler seel. Sohn & Co. AG	41,705	$1.34M	0.0%	-2.1%	0.125%
5/14/2025	Keeley Teton Advisors LLC	159,336	$5.11M	0.6%	+4.5%	0.478%
5/14/2025	Ceredex Value Advisors LLC	350,500	$11.25M	0.2%	+59.4%	1.052%
5/14/2025	Comerica Bank	160,347	$5.15M	0.0%	-0.8%	0.481%
5/14/2025	MetLife Investment Management LLC	344,505	$11.06M	0.1%	+1,593.9%	1.034%
5/14/2025	Jump Financial LLC	14,572	$0.47M	0.0%	N/A	0.044%
5/14/2025	Advantage Alpha Capital Partners LP	56,295	$1.81M	0.4%	+32.9%	0.169%
5/14/2025	T. Rowe Price Investment Management Inc.	568,017	$18.23M	0.0%	-0.2%	1.704%
5/14/2025	EntryPoint Capital LLC	11,601	$0.37M	0.2%	+52.5%	0.035%
5/14/2025	Credit Agricole S A	25,000	$0.80M	0.0%	N/A	0.075%
5/14/2025	Quantbot Technologies LP	16,717	$0.54M	0.0%	N/A	0.050%
5/14/2025	Wellington Management Group LLP	1,106,921	$35.52M	0.0%	-24.4%	3.321%
5/13/2025	Northern Trust Corp	312,283	$10.02M	0.0%	-3.2%	0.937%
5/13/2025	Raymond James Financial Inc.	245,274	$7.87M	0.0%	+42.3%	0.736%
5/13/2025	American Century Companies Inc.	70,549	$2.26M	0.0%	+17.9%	0.212%
5/13/2025	Russell Investments Group Ltd.	1,311	$42K	0.0%	+7,183.3%	0.004%
5/12/2025	Nuveen LLC	86,348	$2.77M	0.0%	N/A	0.259%
5/12/2025	Invesco Ltd.	53,653	$1.72M	0.0%	-5.4%	0.161%
5/12/2025	Swiss National Bank	64,400	$2.07M	0.0%	-1.1%	0.193%
5/9/2025	Deutsche Bank AG	28,451	$0.91M	0.0%	-8.7%	0.085%
5/9/2025	Charles Schwab Investment Management Inc.	429,860	$13.79M	0.0%	+7.8%	1.290%
5/9/2025	Vanguard Group Inc.	3,296,258	$105.78M	0.0%	-1.0%	9.889%
5/8/2025	US Bancorp DE	11,495	$0.37M	0.0%	+71.4%	0.034%
5/8/2025	Natixis Advisors LLC	68,553	$2.20M	0.0%	+24.3%	0.206%
5/8/2025	XTX Topco Ltd	10,693	$0.34M	0.0%	N/A	0.032%
5/8/2025	GSA Capital Partners LLP	16,991	$0.55M	0.0%	N/A	0.051%
5/6/2025	Royce & Associates LP	437,629	$14.04M	0.2%	+0.7%	1.313%
5/6/2025	Diamond Hill Capital Management Inc.	257,251	$8.26M	0.0%	+11.0%	0.772%
5/6/2025	Pinnacle Associates Ltd.	17,742	$0.57M	0.0%	+55.4%	0.053%
5/1/2025	Rice Hall James & Associates LLC	55,984	$1.80M	0.1%	N/A	0.168%
5/1/2025	New York State Common Retirement Fund	348,448	$11.18M	0.0%	-11.4%	1.045%
4/29/2025	Envestnet Asset Management Inc.	121,779	$3.91M	0.0%	+30.3%	0.365%
4/29/2025	Bank of New York Mellon Corp	347,407	$11.15M	0.0%	-33.1%	1.042%
4/25/2025	KBC Group NV	805	$26K	0.0%	N/A	0.002%
4/23/2025	GHP Investment Advisors Inc.	39,877	$1.28M	0.1%	+3.0%	0.120%
4/23/2025	Oppenheimer Asset Management Inc.	34,639	$1.11M	0.0%	+9.3%	0.104%
4/18/2025	Cardinal Capital Management	25,310	$0.81M	0.1%	+9.0%	0.076%
4/17/2025	Conestoga Capital Advisors LLC	1,971,463	$63.26M	1.0%	-0.8%	5.921%
4/17/2025	Vaughan Nelson Investment Management L.P.	789,915	$25.35M	0.3%	+9.6%	2.372%
4/15/2025	SG Americas Securities LLC	9,859	$0.32M	0.0%	-26.9%	0.030%
4/14/2025	Clean Yield Group	9,657	$0.31M	0.1%	-12.0%	0.029%
4/11/2025	Sara Bay Financial	1,215,181	$39.21M	17.3%	-0.2%	3.650%
4/11/2025	Procyon Advisors LLC	10,267	$0.33M	0.0%	+8.4%	0.031%
4/7/2025	GAMMA Investing LLC	4,653	$0.15M	0.0%	+2,361.9%	0.014%
3/24/2025	Wellington Management Group LLP	1,463,265	$65.32M	0.0%	-27.7%	4.395%
3/18/2025	California State Teachers Retirement System	31,066	$1.39M	0.0%	-1.0%	0.093%
2/18/2025	Barrow Hanley Mewhinney & Strauss LLC	957,983	$42.76M	0.1%	-4.1%	2.882%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	61,895	$2.76M	0.0%	+0.9%	0.186%
2/17/2025	Voloridge Investment Management LLC	44,648	$1.99M	0.0%	-54.7%	0.134%
2/17/2025	Two Sigma Advisers LP	84,300	$3.76M	0.0%	-5.3%	0.254%
2/17/2025	Two Sigma Investments LP	116,450	$5.20M	0.0%	-0.7%	0.350%
2/17/2025	State of Wyoming	3,600	$0.16M	0.0%	-17.1%	0.011%
2/17/2025	Sapience Investments LLC	39,447	$1.76M	1.0%	-14.1%	0.119%
2/17/2025	Sherbrooke Park Advisers LLC	7,750	$0.35M	0.1%	-38.9%	0.023%
2/17/2025	Silvercrest Asset Management Group LLC	185,459	$8.28M	0.1%	-0.5%	0.558%
2/17/2025	ProShare Advisors LLC	9,364	$0.42M	0.0%	+49.0%	0.028%
2/17/2025	Nuveen Asset Management LLC	86,348	$3.86M	0.0%	-1.3%	0.260%
2/17/2025	Numerai GP LLC	7,937	$0.35M	0.1%	-77.1%	0.024%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	18,909	$0.84M	0.0%	+3.6%	0.057%
2/17/2025	Janus Henderson Group PLC	637,703	$28.47M	0.0%	+0.9%	1.918%
2/17/2025	Frontier Capital Management Co. LLC	180,890	$8.08M	0.1%	-38.9%	0.544%
2/17/2025	D. E. Shaw & Co. Inc.	7,113	$0.32M	0.0%	-70.7%	0.021%
2/17/2025	Deutsche Bank AG	31,174	$1.39M	0.0%	+51.6%	0.094%
2/17/2025	Bank of America Corp DE	784,509	$35.02M	0.0%	-0.9%	2.360%
2/17/2025	BNP Paribas Financial Markets	4,022	$0.18M	0.0%	-69.3%	0.012%
2/17/2025	Ameriprise Financial Inc.	157,551	$7.03M	0.0%	+16.8%	0.474%
2/14/2025	Jane Street Group LLC	18,982	$0.85M	0.0%	-19.6%	0.057%
2/14/2025	Comerica Bank	161,610	$7.21M	0.0%	+1.3%	0.486%
2/14/2025	Northern Trust Corp	322,472	$14.40M	0.0%	+9.4%	0.970%
2/14/2025	The Manufacturers Life Insurance Company	16,087	$0.72M	0.0%	-5.7%	0.048%
2/14/2025	Aquatic Capital Management LLC	3,732	$0.17M	0.0%	+148.8%	0.011%
2/14/2025	Voya Investment Management LLC	450,429	$20.11M	0.0%	+25.1%	1.355%
2/14/2025	T. Rowe Price Investment Management Inc.	569,169	$25.41M	0.0%	+0.4%	1.712%
2/14/2025	Price T Rowe Associates Inc. MD	30,790	$1.38M	0.0%	+7.7%	0.093%
2/14/2025	Spartan Fund Management Inc.	9,000	$0.40M	1.5%	N/A	0.027%
2/14/2025	Dark Forest Capital Management LP	4,802	$0.21M	0.0%	N/A	0.014%
2/14/2025	Susquehanna International Group LLP	39,204	$1.75M	0.0%	+49.0%	0.118%
2/14/2025	Hsbc Holdings PLC	14,323	$0.64M	0.0%	N/A	0.043%
2/14/2025	Stifel Financial Corp	49,936	$2.23M	0.0%	-1.2%	0.150%
2/14/2025	Tower Research Capital LLC TRC	1,124	$50K	0.0%	-90.9%	0.003%
2/14/2025	MetLife Investment Management LLC	20,338	$0.91M	0.0%	+5.8%	0.061%
2/14/2025	Mesirow Institutional Investment Management Inc.	332,729	$14.85M	1.1%	+25.0%	1.001%
2/14/2025	Ostrum Asset Management	17,070	$0.76M	0.1%	N/A	0.051%
2/14/2025	Dimensional Fund Advisors LP	1,438,786	$64.23M	0.0%	+5.8%	4.328%
2/14/2025	First Trust Advisors LP	29,715	$1.33M	0.0%	+133.3%	0.089%
2/13/2025	Marshall Wace LLP	88,470	$3.95M	0.0%	-23.6%	0.266%
2/13/2025	Wasatch Advisors LP	3,545,604	$158.28M	0.8%	+0.1%	10.667%
2/13/2025	Ceredex Value Advisors LLC	219,900	$9.82M	0.2%	+150.2%	0.662%
2/13/2025	Keeley Teton Advisors LLC	152,507	$6.81M	0.8%	-2.1%	0.459%
2/13/2025	Barclays PLC	61,408	$2.74M	0.0%	+6.9%	0.185%
2/13/2025	Granite Investment Partners LLC	139,849	$6.24M	0.3%	-15.1%	0.421%
2/13/2025	Rockefeller Capital Management L.P.	249,738	$11.15M	0.0%	+362.8%	0.751%
2/13/2025	Raymond James Financial Inc.	172,389	$7.70M	0.0%	N/A	0.519%
2/13/2025	Renaissance Technologies LLC	24,175	$1.08M	0.0%	N/A	0.073%
2/13/2025	Invesco Ltd.	56,699	$2.53M	0.0%	+3.9%	0.171%
2/13/2025	Envestnet Asset Management Inc.	93,463	$4.17M	0.0%	+165.7%	0.281%
2/13/2025	Dynamic Technology Lab Private Ltd	20,280	$0.91M	0.1%	N/A	0.061%

Data available starting January 2016

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.

Today's Range

Now: $32.78

$32.60

$33.27

50 Day Range

MA: $30.24

$25.67

$37.07

52 Week Range

Now: $32.78

$24.76

$57.29

Volume

285,231 shs

Average Volume

213,577 shs

Market Capitalization

$1.09 billion

P/E Ratio

29.01

Dividend Yield

1.14%

Beta

1.22

Who are the company insiders with the largest holdings of Helios Technologies?: Helios Technologies' top insider shareholders include:
Philippe Lemaitre (Director)
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:
Vanguard Group Inc. — 9.89%
Conestoga Capital Advisors LLC — 5.92%
Sara Bay Financial — 3.65%
Wellington Management Group LLP — 3.32%
Vaughan Nelson Investment Management L.P. — 2.37%
T. Rowe Price Investment Management Inc. — 1.70%
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:
Wellington Management Group LLP
Bank of New York Mellon Corp
New York State Common Retirement Fund
Vanguard Group Inc.
Conestoga Capital Advisors LLC
Northern Trust Corp
SG Americas Securities LLC
Invesco Ltd.
Which major investors are buying Helios Technologies stock?: During the previous quarter, HLIO stock was purchased by institutional investors including:
MetLife Investment Management LLC
Ceredex Value Advisors LLC
Nuveen LLC
Raymond James Financial Inc.
Vaughan Nelson Investment Management L.P.
Rice Hall James & Associates LLC
Charles Schwab Investment Management Inc.
Envestnet Asset Management Inc.