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: $54.15
Price Change: Price Increase of +0.25 (0.46%)
As of 09/22/2023 10:38 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
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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  
2/4/2021Tricia L. FultonCFOSell600$60.00$36,000.0048,024View SEC Filing Icon  
1/6/2021Tricia L. FultonCFOSell2,000$55.00$110,000.00View SEC Filing Icon  
12/9/2020Tricia L. FultonCFOSell1,500$52.00$78,000.0050,606View SEC Filing Icon  
11/10/2020Tricia L. FultonCFOSell1,470$50.00$73,500.00View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Helios Technologies (NASDAQ:HLIO)

91.66% 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
8/22/2023Virginia Retirement Systems ET AL3,300$0.22M0.0%N/A0.010%Search for SEC Filing on Google Icon
8/22/2023Comerica Bank134,068$88.61M0.1%N/A0.406%Search for SEC Filing on Google Icon
8/21/2023California State Teachers Retirement System39,578$2.62M0.0%-2.8%0.120%Search for SEC Filing on Google Icon
8/15/2023Wells Fargo & Company MN14,756$0.98M0.0%+70.1%0.045%Search for SEC Filing on Google Icon
8/15/2023Goldman Sachs Group Inc.39,595$2.62M0.0%+18.9%0.120%Search for SEC Filing on Google Icon
8/15/2023Royal Bank of Canada385,111$25.45M0.0%-7.4%1.166%Search for SEC Filing on Google Icon
8/15/2023Stifel Financial Corp38,282$2.53M0.0%-2.0%0.116%Search for SEC Filing on Google Icon
8/15/2023Kennedy Capital Management LLC120,537$7.97M0.2%+126.8%0.365%Search for SEC Filing on Google Icon
8/15/2023Brown Capital Management LLC2,918,177$192.86M2.7%-2.0%8.835%Search for SEC Filing on Google Icon
8/14/2023State of Wyoming5,320$0.35M0.1%+16.8%0.016%Search for SEC Filing on Google Icon
8/14/2023Tower Research Capital LLC TRC 1,207$80K0.0%+570.6%0.004%Search for SEC Filing on Google Icon
8/14/2023State of Wisconsin Investment Board13,575$0.90M0.0%-4.4%0.041%Search for SEC Filing on Google Icon
8/14/2023State Street Corp693,159$45.81M0.0%+1.7%2.099%Search for SEC Filing on Google Icon
8/14/2023Nuveen Asset Management LLC86,930$5.75M0.0%+1.9%0.263%Search for SEC Filing on Google Icon
8/14/2023Silvercrest Asset Management Group LLC148,478$9.81M0.1%+17.2%0.450%Search for SEC Filing on Google Icon
8/14/2023Thrivent Financial for Lutherans1,409,557$93.16M0.2%+27.5%4.268%Search for SEC Filing on Google Icon
8/11/2023Renaissance Technologies LLC12,175$0.81M0.0%-62.4%0.037%Search for SEC Filing on Google Icon
8/11/2023Thematics Asset Management103,000$6.81M0.3%-7.2%0.312%Search for SEC Filing on Google Icon
8/11/2023Natixis Investment Managers International1,148$76K0.0%-27.2%0.003%Search for SEC Filing on Google Icon
8/11/2023Baird Financial Group Inc.3,541$0.23M0.0%+5.5%0.011%Search for SEC Filing on Google Icon
8/11/2023Credit Suisse AG31,404$2.08M0.0%+11.5%0.095%Search for SEC Filing on Google Icon
8/11/2023BlackRock Inc.2,167,917$143.28M0.0%+5.1%6.563%Search for SEC Filing on Google Icon
8/11/2023B. Metzler seel. Sohn & Co. AG73,930$4.89M0.1%+100.0%0.224%Search for SEC Filing on Google Icon
8/11/2023State Board of Administration of Florida Retirement System9,305$0.62M0.0%-31.7%0.028%Search for SEC Filing on Google Icon
8/11/2023Geode Capital Management LLC630,121$41.65M0.0%+3.9%1.908%Search for SEC Filing on Google Icon
8/11/2023Sei Investments Co.106,138$7.02M0.0%+0.6%0.321%Search for SEC Filing on Google Icon
8/11/2023JPMorgan Chase & Co.56,277$3.72M0.0%+7.6%0.170%Search for SEC Filing on Google Icon
8/11/2023PNC Financial Services Group Inc.3,148$0.21M0.0%-28.5%0.010%Search for SEC Filing on Google Icon
8/11/2023Northern Trust Corp319,938$21.15M0.0%+1.6%0.969%Search for SEC Filing on Google Icon
8/11/2023RK Capital Management LLC102,900$6.80M1.5%+11.0%0.312%Search for SEC Filing on Google Icon
8/10/2023Osaic Holdings Inc.3,063$0.20M0.0%-7.0%0.009%Search for SEC Filing on Google Icon
8/10/2023King Luther Capital Management Corp63,505$4.20M0.0%+1.5%0.195%Search for SEC Filing on Google Icon
8/10/2023ProShare Advisors LLC4,265$0.28M0.0%+11.4%0.013%Search for SEC Filing on Google Icon
8/10/2023Commonwealth Equity Services LLC3,737$0.25M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/10/2023Russell Investments Group Ltd.24,858$1.64M0.0%N/A0.076%Search for SEC Filing on Google Icon
8/10/2023US Bancorp DE1,883$0.12M0.0%-17.5%0.006%Search for SEC Filing on Google Icon
8/10/2023Charles Schwab Investment Management Inc.264,050$17.45M0.0%+1.0%0.809%Search for SEC Filing on Google Icon
8/10/2023Citigroup Inc.14,531$0.96M0.0%+632.8%0.045%Search for SEC Filing on Google Icon
8/9/2023Dimensional Fund Advisors LP1,124,243$74.30M0.0%+2.7%3.443%Search for SEC Filing on Google Icon
8/9/2023BNP Paribas Arbitrage SNC18,597$1.23M0.0%-9.9%0.057%Search for SEC Filing on Google Icon
8/9/2023TD Asset Management Inc44,418$2.94M0.0%-0.4%0.136%Search for SEC Filing on Google Icon
8/9/2023Swiss National Bank71,000$4.69M0.0%+1.0%0.217%Search for SEC Filing on Google Icon
8/8/2023Rhumbline Advisers45,035$2.98M0.0%-0.6%0.138%Search for SEC Filing on Google Icon
8/8/2023Commerce Bank4,245$0.28M0.0%-42.9%0.013%Search for SEC Filing on Google Icon
8/8/2023Wasatch Advisors LP4,064,217$268.60M1.6%-5.6%12.448%Search for SEC Filing on Google Icon
8/8/2023Lindenwold Advisors INC3,535$0.23M0.1%N/A0.011%Search for SEC Filing on Google Icon
8/8/2023Ieq Capital LLC4,276$0.28M0.0%+9.6%0.013%Search for SEC Filing on Google Icon
8/7/2023Granite Investment Partners LLC190,140$12.57M0.5%+4.5%0.582%Search for SEC Filing on Google Icon
8/7/2023Principal Financial Group Inc.3,871$0.26M0.0%+8.0%0.012%Search for SEC Filing on Google Icon
8/7/2023Royce & Associates LP210,919$13.94M0.1%+5.6%0.646%Search for SEC Filing on Google Icon
8/7/2023New York Life Investment Management LLC6,302$0.42M0.0%-13.7%0.019%Search for SEC Filing on Google Icon
8/4/2023Envestnet Asset Management Inc.20,132$1.33M0.0%-4.1%0.062%Search for SEC Filing on Google Icon
8/3/2023Bank of New York Mellon Corp185,700$12.27M0.0%-4.4%0.569%Search for SEC Filing on Google Icon
8/3/2023Oppenheimer Asset Management Inc.22,107$1.46M0.0%-1.9%0.068%Search for SEC Filing on Google Icon
8/2/2023State of New Jersey Common Pension Fund D48,449$3.20M0.0%+37.3%0.148%Search for SEC Filing on Google Icon
8/1/2023Madison Asset Management LLC58,741$3.88M0.1%+26.9%0.180%Search for SEC Filing on Google Icon
8/1/2023Truist Financial Corp8,857$0.59M0.0%-6.2%0.027%Search for SEC Filing on Google Icon
8/1/2023Arizona State Retirement System9,152$0.61M0.0%-3.0%0.028%Search for SEC Filing on Google Icon
7/31/2023LPL Financial LLC16,764$1.11M0.0%+1.6%0.051%Search for SEC Filing on Google Icon
7/28/2023Conestoga Capital Advisors LLC2,042,979$135.02M2.1%+30.4%6.257%Search for SEC Filing on Google Icon
7/27/2023Victory Capital Management Inc.7,236$0.48M0.0%-22.8%0.022%Search for SEC Filing on Google Icon
7/27/2023Pinnacle Associates Ltd.19,297$1.28M0.0%N/A0.059%Search for SEC Filing on Google Icon
7/26/2023Fifth Third Bancorp6,954$0.46M0.0%-2.9%0.021%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates51,752$3.42M0.0%-1.0%0.159%Search for SEC Filing on Google Icon
7/25/2023OLD National Bancorp IN3,389$0.22M0.0%+10.7%0.010%Search for SEC Filing on Google Icon
7/19/2023Teacher Retirement System of Texas3,198$0.21M0.0%-27.9%0.010%Search for SEC Filing on Google Icon
7/14/2023Sara Bay Financial995,141$65.77M32.0%-1.2%3.048%Search for SEC Filing on Google Icon
5/26/2023ProShare Advisors LLC3,830$0.25M0.0%-8.5%0.012%Search for SEC Filing on Google Icon
5/25/2023Empower Advisory Group LLC9,150$0.60M0.0%N/A0.028%Search for SEC Filing on Google Icon
5/22/2023Ameriprise Financial Inc.264,411$17.29M0.0%-47.9%0.810%Search for SEC Filing on Google Icon
5/18/2023JPMorgan Chase & Co.52,310$3.42M0.0%+18.2%0.160%Search for SEC Filing on Google Icon
5/17/2023Thrivent Financial for Lutherans1,105,289$72.29M0.2%+11.2%3.385%Search for SEC Filing on Google Icon
5/16/2023Jane Street Group LLC12,155$0.80M0.0%N/A0.037%Search for SEC Filing on Google Icon
5/16/2023Silvercrest Asset Management Group LLC126,687$8.29M0.1%+29.6%0.388%Search for SEC Filing on Google Icon
5/16/2023State Street Corp681,450$44.57M0.0%+3.4%2.087%Search for SEC Filing on Google Icon
5/16/2023First Trust Advisors LP16,054$1.05M0.0%+122.8%0.049%Search for SEC Filing on Google Icon
5/16/2023Geode Capital Management LLC606,284$39.65M0.0%+4.2%1.857%Search for SEC Filing on Google Icon
5/15/2023Cubist Systematic Strategies LLC6,561$0.43M0.0%N/A0.020%Search for SEC Filing on Google Icon
5/15/2023Moneta Group Investment Advisors LLC10,025$0.66M0.0%N/A0.031%Search for SEC Filing on Google Icon
5/15/2023Polar Asset Management Partners Inc.187,900$12.29M0.2%-23.9%0.576%Search for SEC Filing on Google Icon
5/15/2023Public Employees Retirement System of Ohio65,689$4.30M0.0%-7.4%0.201%Search for SEC Filing on Google Icon
5/15/2023Two Sigma Advisers LP50,500$3.30M0.0%-8.5%0.155%Search for SEC Filing on Google Icon
5/15/2023Two Sigma Investments LP39,010$2.55M0.0%-43.0%0.120%Search for SEC Filing on Google Icon
5/15/2023Deutsche Bank AG22,923$1.50M0.0%+39.3%0.070%Search for SEC Filing on Google Icon
5/15/2023Price T Rowe Associates Inc. MD53,685$3.51M0.0%-16.0%0.165%Search for SEC Filing on Google Icon
5/15/2023Brown Capital Management LLC2,976,561$194.67M2.9%-0.6%9.121%Search for SEC Filing on Google Icon
5/12/2023Renaissance Technologies LLC32,375$2.12M0.0%+82.1%0.099%Search for SEC Filing on Google Icon
5/12/2023Wasatch Advisors LP4,304,199$281.50M1.8%-6.8%13.189%Search for SEC Filing on Google Icon
5/12/2023Stifel Financial Corp39,051$2.55M0.0%+10.7%0.120%Search for SEC Filing on Google Icon
5/12/2023Great West Life Assurance Co. Can1,499$98K0.0%-14.5%0.005%Search for SEC Filing on Google Icon
5/12/2023BlackRock Inc.2,062,222$134.87M0.0%-0.6%6.319%Search for SEC Filing on Google Icon
5/12/2023BNP Paribas Arbitrage SNC20,631$1.35M0.0%+138.2%0.063%Search for SEC Filing on Google Icon
5/12/2023Bank of America Corp DE314,724$20.58M0.0%+20.1%0.964%Search for SEC Filing on Google Icon
5/12/2023UBS Group AG7,155$0.47M0.0%-23.8%0.022%Search for SEC Filing on Google Icon
5/12/2023Sei Investments Co.105,465$6.90M0.0%+2.9%0.323%Search for SEC Filing on Google Icon
5/12/2023RK Capital Management LLC92,700$6.06M1.3%+55.8%0.284%Search for SEC Filing on Google Icon
5/12/2023Dimensional Fund Advisors LP1,094,878$71.60M0.0%+1.6%3.355%Search for SEC Filing on Google Icon
5/12/2023Wellington Management Group LLP710,556$46.47M0.0%+6.0%2.177%Search for SEC Filing on Google Icon
5/12/2023First Republic Investment Management Inc.4,380$0.29M0.0%+5.0%0.013%Search for SEC Filing on Google Icon
5/12/2023ProShare Advisors LLC3,830$0.25M0.0%-8.5%0.012%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; and hydraulic system design that provides 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 founded in 1970 and is headquartered in Sarasota, Florida.
Read More on Helios Technologies

Today's Range

Now: $54.15
Low: $53.79
High: $54.15

50 Day Range

MA: $59.10
Low: $53.90
High: $64.66

52 Week Range

Now: $54.15
Low: $48.03
High: $72.61

Volume

1,334 shs

Average Volume

127,276 shs

Market Capitalization

$1.79 billion

P/E Ratio

25.79

Dividend Yield

0.65%

Beta

1.22

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

Helios Technologies' top insider shareholders include:
  1. Philippe Lemaitre (Director)
  2. Jason Lemar Morgan (Insider)
  3. Marc Bertoneche (Director)
  4. Melanie M Nealis (Insider)
  5. Tricia L Fulton (CFO)
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 — 12.45%
  2. Brown Capital Management LLC — 8.83%
  3. BlackRock Inc. — 6.56%
  4. Conestoga Capital Advisors LLC — 6.26%
  5. Thrivent Financial for Lutherans — 4.27%
  6. Dimensional Fund Advisors LP — 3.44%
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. Wasatch Advisors LP
  2. Brown Capital Management LLC
  3. Royal Bank of Canada
  4. Renaissance Technologies LLC
  5. Sara Bay Financial
  6. Bank of New York Mellon Corp
  7. Thematics Asset Management
  8. State Board of Administration of Florida Retirement System

Which major investors are buying Helios Technologies stock?

During the previous quarter, HLIO stock was purchased by institutional investors including:
  1. Conestoga Capital Advisors LLC
  2. Thrivent Financial for Lutherans
  3. Comerica Bank
  4. BlackRock Inc.
  5. Kennedy Capital Management LLC
  6. B. Metzler seel. Sohn & Co. AG
  7. Dimensional Fund Advisors LP
  8. Russell Investments Group Ltd.
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