HLIO Insider Trading

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Insider Trading History
Frequently Asked Questions
About

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

Helios Technologies Share Price & Price History

^$54.15

▲ +0.25 (0.46%)

As of 09/22/2023 10:38 AM ET

Days: 30 | 90 | 365

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Helios Technologies Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/30/2023	Philippe Lemaitre	Director	Sell	2,750	$65.52	$180,180.00	57,267
11/24/2021	Melanie M. Nealis	Insider	Sell	5,000	$108.92	$544,600.00
11/12/2021	Marc Bertoneche	Director	Sell	5,000	$107.06	$535,300.00
11/8/2021	Melanie M. Nealis	Insider	Sell	1,000	$100.07	$100,070.00
11/8/2021	Tricia L. Fulton	CFO	Sell	2,000	$100.02	$200,040.00
9/27/2021	Jason Lemar Morgan	Insider	Sell	400	$90.00	$36,000.00
9/27/2021	Tricia L. Fulton	CFO	Sell	1,000	$90.00	$90,000.00
9/22/2021	Jason Lemar Morgan	Insider	Sell	400	$85.33	$34,132.00
8/10/2021	Tricia L. Fulton	CFO	Sell	1,000	$85.00	$85,000.00
2/4/2021	Tricia L. Fulton	CFO	Sell	600	$60.00	$36,000.00	48,024
1/6/2021	Tricia L. Fulton	CFO	Sell	2,000	$55.00	$110,000.00
12/9/2020	Tricia L. Fulton	CFO	Sell	1,500	$52.00	$78,000.00	50,606
11/10/2020	Tricia L. Fulton	CFO	Sell	1,470	$50.00	$73,500.00

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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

Helios Technologies Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2023	Virginia Retirement Systems ET AL	3,300	$0.22M	0.0%	N/A	0.010%
8/22/2023	Comerica Bank	134,068	$88.61M	0.1%	N/A	0.406%
8/21/2023	California State Teachers Retirement System	39,578	$2.62M	0.0%	-2.8%	0.120%
8/15/2023	Wells Fargo & Company MN	14,756	$0.98M	0.0%	+70.1%	0.045%
8/15/2023	Goldman Sachs Group Inc.	39,595	$2.62M	0.0%	+18.9%	0.120%
8/15/2023	Royal Bank of Canada	385,111	$25.45M	0.0%	-7.4%	1.166%
8/15/2023	Stifel Financial Corp	38,282	$2.53M	0.0%	-2.0%	0.116%
8/15/2023	Kennedy Capital Management LLC	120,537	$7.97M	0.2%	+126.8%	0.365%
8/15/2023	Brown Capital Management LLC	2,918,177	$192.86M	2.7%	-2.0%	8.835%
8/14/2023	State of Wyoming	5,320	$0.35M	0.1%	+16.8%	0.016%
8/14/2023	Tower Research Capital LLC TRC	1,207	$80K	0.0%	+570.6%	0.004%
8/14/2023	State of Wisconsin Investment Board	13,575	$0.90M	0.0%	-4.4%	0.041%
8/14/2023	State Street Corp	693,159	$45.81M	0.0%	+1.7%	2.099%
8/14/2023	Nuveen Asset Management LLC	86,930	$5.75M	0.0%	+1.9%	0.263%
8/14/2023	Silvercrest Asset Management Group LLC	148,478	$9.81M	0.1%	+17.2%	0.450%
8/14/2023	Thrivent Financial for Lutherans	1,409,557	$93.16M	0.2%	+27.5%	4.268%
8/11/2023	Renaissance Technologies LLC	12,175	$0.81M	0.0%	-62.4%	0.037%
8/11/2023	Thematics Asset Management	103,000	$6.81M	0.3%	-7.2%	0.312%
8/11/2023	Natixis Investment Managers International	1,148	$76K	0.0%	-27.2%	0.003%
8/11/2023	Baird Financial Group Inc.	3,541	$0.23M	0.0%	+5.5%	0.011%
8/11/2023	Credit Suisse AG	31,404	$2.08M	0.0%	+11.5%	0.095%
8/11/2023	BlackRock Inc.	2,167,917	$143.28M	0.0%	+5.1%	6.563%
8/11/2023	B. Metzler seel. Sohn & Co. AG	73,930	$4.89M	0.1%	+100.0%	0.224%
8/11/2023	State Board of Administration of Florida Retirement System	9,305	$0.62M	0.0%	-31.7%	0.028%
8/11/2023	Geode Capital Management LLC	630,121	$41.65M	0.0%	+3.9%	1.908%
8/11/2023	Sei Investments Co.	106,138	$7.02M	0.0%	+0.6%	0.321%
8/11/2023	JPMorgan Chase & Co.	56,277	$3.72M	0.0%	+7.6%	0.170%
8/11/2023	PNC Financial Services Group Inc.	3,148	$0.21M	0.0%	-28.5%	0.010%
8/11/2023	Northern Trust Corp	319,938	$21.15M	0.0%	+1.6%	0.969%
8/11/2023	RK Capital Management LLC	102,900	$6.80M	1.5%	+11.0%	0.312%
8/10/2023	Osaic Holdings Inc.	3,063	$0.20M	0.0%	-7.0%	0.009%
8/10/2023	King Luther Capital Management Corp	63,505	$4.20M	0.0%	+1.5%	0.195%
8/10/2023	ProShare Advisors LLC	4,265	$0.28M	0.0%	+11.4%	0.013%
8/10/2023	Commonwealth Equity Services LLC	3,737	$0.25M	0.0%	N/A	0.011%
8/10/2023	Russell Investments Group Ltd.	24,858	$1.64M	0.0%	N/A	0.076%
8/10/2023	US Bancorp DE	1,883	$0.12M	0.0%	-17.5%	0.006%
8/10/2023	Charles Schwab Investment Management Inc.	264,050	$17.45M	0.0%	+1.0%	0.809%
8/10/2023	Citigroup Inc.	14,531	$0.96M	0.0%	+632.8%	0.045%
8/9/2023	Dimensional Fund Advisors LP	1,124,243	$74.30M	0.0%	+2.7%	3.443%
8/9/2023	BNP Paribas Arbitrage SNC	18,597	$1.23M	0.0%	-9.9%	0.057%
8/9/2023	TD Asset Management Inc	44,418	$2.94M	0.0%	-0.4%	0.136%
8/9/2023	Swiss National Bank	71,000	$4.69M	0.0%	+1.0%	0.217%
8/8/2023	Rhumbline Advisers	45,035	$2.98M	0.0%	-0.6%	0.138%
8/8/2023	Commerce Bank	4,245	$0.28M	0.0%	-42.9%	0.013%
8/8/2023	Wasatch Advisors LP	4,064,217	$268.60M	1.6%	-5.6%	12.448%
8/8/2023	Lindenwold Advisors INC	3,535	$0.23M	0.1%	N/A	0.011%
8/8/2023	Ieq Capital LLC	4,276	$0.28M	0.0%	+9.6%	0.013%
8/7/2023	Granite Investment Partners LLC	190,140	$12.57M	0.5%	+4.5%	0.582%
8/7/2023	Principal Financial Group Inc.	3,871	$0.26M	0.0%	+8.0%	0.012%
8/7/2023	Royce & Associates LP	210,919	$13.94M	0.1%	+5.6%	0.646%
8/7/2023	New York Life Investment Management LLC	6,302	$0.42M	0.0%	-13.7%	0.019%
8/4/2023	Envestnet Asset Management Inc.	20,132	$1.33M	0.0%	-4.1%	0.062%
8/3/2023	Bank of New York Mellon Corp	185,700	$12.27M	0.0%	-4.4%	0.569%
8/3/2023	Oppenheimer Asset Management Inc.	22,107	$1.46M	0.0%	-1.9%	0.068%
8/2/2023	State of New Jersey Common Pension Fund D	48,449	$3.20M	0.0%	+37.3%	0.148%
8/1/2023	Madison Asset Management LLC	58,741	$3.88M	0.1%	+26.9%	0.180%
8/1/2023	Truist Financial Corp	8,857	$0.59M	0.0%	-6.2%	0.027%
8/1/2023	Arizona State Retirement System	9,152	$0.61M	0.0%	-3.0%	0.028%
7/31/2023	LPL Financial LLC	16,764	$1.11M	0.0%	+1.6%	0.051%
7/28/2023	Conestoga Capital Advisors LLC	2,042,979	$135.02M	2.1%	+30.4%	6.257%
7/27/2023	Victory Capital Management Inc.	7,236	$0.48M	0.0%	-22.8%	0.022%
7/27/2023	Pinnacle Associates Ltd.	19,297	$1.28M	0.0%	N/A	0.059%
7/26/2023	Fifth Third Bancorp	6,954	$0.46M	0.0%	-2.9%	0.021%
7/25/2023	Raymond James & Associates	51,752	$3.42M	0.0%	-1.0%	0.159%
7/25/2023	OLD National Bancorp IN	3,389	$0.22M	0.0%	+10.7%	0.010%
7/19/2023	Teacher Retirement System of Texas	3,198	$0.21M	0.0%	-27.9%	0.010%
7/14/2023	Sara Bay Financial	995,141	$65.77M	32.0%	-1.2%	3.048%
5/26/2023	ProShare Advisors LLC	3,830	$0.25M	0.0%	-8.5%	0.012%
5/25/2023	Empower Advisory Group LLC	9,150	$0.60M	0.0%	N/A	0.028%
5/22/2023	Ameriprise Financial Inc.	264,411	$17.29M	0.0%	-47.9%	0.810%
5/18/2023	JPMorgan Chase & Co.	52,310	$3.42M	0.0%	+18.2%	0.160%
5/17/2023	Thrivent Financial for Lutherans	1,105,289	$72.29M	0.2%	+11.2%	3.385%
5/16/2023	Jane Street Group LLC	12,155	$0.80M	0.0%	N/A	0.037%
5/16/2023	Silvercrest Asset Management Group LLC	126,687	$8.29M	0.1%	+29.6%	0.388%
5/16/2023	State Street Corp	681,450	$44.57M	0.0%	+3.4%	2.087%
5/16/2023	First Trust Advisors LP	16,054	$1.05M	0.0%	+122.8%	0.049%
5/16/2023	Geode Capital Management LLC	606,284	$39.65M	0.0%	+4.2%	1.857%
5/15/2023	Cubist Systematic Strategies LLC	6,561	$0.43M	0.0%	N/A	0.020%
5/15/2023	Moneta Group Investment Advisors LLC	10,025	$0.66M	0.0%	N/A	0.031%
5/15/2023	Polar Asset Management Partners Inc.	187,900	$12.29M	0.2%	-23.9%	0.576%
5/15/2023	Public Employees Retirement System of Ohio	65,689	$4.30M	0.0%	-7.4%	0.201%
5/15/2023	Two Sigma Advisers LP	50,500	$3.30M	0.0%	-8.5%	0.155%
5/15/2023	Two Sigma Investments LP	39,010	$2.55M	0.0%	-43.0%	0.120%
5/15/2023	Deutsche Bank AG	22,923	$1.50M	0.0%	+39.3%	0.070%
5/15/2023	Price T Rowe Associates Inc. MD	53,685	$3.51M	0.0%	-16.0%	0.165%
5/15/2023	Brown Capital Management LLC	2,976,561	$194.67M	2.9%	-0.6%	9.121%
5/12/2023	Renaissance Technologies LLC	32,375	$2.12M	0.0%	+82.1%	0.099%
5/12/2023	Wasatch Advisors LP	4,304,199	$281.50M	1.8%	-6.8%	13.189%
5/12/2023	Stifel Financial Corp	39,051	$2.55M	0.0%	+10.7%	0.120%
5/12/2023	Great West Life Assurance Co. Can	1,499	$98K	0.0%	-14.5%	0.005%
5/12/2023	BlackRock Inc.	2,062,222	$134.87M	0.0%	-0.6%	6.319%
5/12/2023	BNP Paribas Arbitrage SNC	20,631	$1.35M	0.0%	+138.2%	0.063%
5/12/2023	Bank of America Corp DE	314,724	$20.58M	0.0%	+20.1%	0.964%
5/12/2023	UBS Group AG	7,155	$0.47M	0.0%	-23.8%	0.022%
5/12/2023	Sei Investments Co.	105,465	$6.90M	0.0%	+2.9%	0.323%
5/12/2023	RK Capital Management LLC	92,700	$6.06M	1.3%	+55.8%	0.284%
5/12/2023	Dimensional Fund Advisors LP	1,094,878	$71.60M	0.0%	+1.6%	3.355%
5/12/2023	Wellington Management Group LLP	710,556	$46.47M	0.0%	+6.0%	2.177%
5/12/2023	First Republic Investment Management Inc.	4,380	$0.29M	0.0%	+5.0%	0.013%
5/12/2023	ProShare Advisors LLC	3,830	$0.25M	0.0%	-8.5%	0.012%

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; 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.

Today's Range

Now: $54.15

$53.79

$54.15

50 Day Range

MA: $59.10

$53.90

$64.66

52 Week Range

Now: $54.15

$48.03

$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:
Philippe Lemaitre (Director)
Jason Lemar Morgan (Insider)
Marc Bertoneche (Director)
Melanie M Nealis (Insider)
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:
Wasatch Advisors LP — 12.45%
Brown Capital Management LLC — 8.83%
BlackRock Inc. — 6.56%
Conestoga Capital Advisors LLC — 6.26%
Thrivent Financial for Lutherans — 4.27%
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:
Wasatch Advisors LP
Brown Capital Management LLC
Royal Bank of Canada
Renaissance Technologies LLC
Sara Bay Financial
Bank of New York Mellon Corp
Thematics Asset Management
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:
Conestoga Capital Advisors LLC
Thrivent Financial for Lutherans
Comerica Bank
BlackRock Inc.
Kennedy Capital Management LLC
B. Metzler seel. Sohn & Co. AG
Dimensional Fund Advisors LP
Russell Investments Group Ltd.