HLIO Insider Trading

Insider Ownership Percentage: 0.70%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $1,380,010.00

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: $50.91
Price Change: Price Increase of +1.1 (2.21%)
As of 09/28/2022 03:05 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
11/24/2021Melanie 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  
9/14/2020Alexander SchuetzDirectorSell545$40.14$21,876.306,260View SEC Filing Icon  
9/10/2020Alexander SchuetzDirectorSell3,000$39.61$118,830.008,715View SEC Filing Icon  
8/14/2020Alexander SchuetzDirectorSell3,000$42.51$127,530.008,715View SEC Filing Icon  
1/16/2020Christine L KoskiDirectorSell20,000$48.02$960,400.00View SEC Filing Icon  
1/16/2020Tricia L. FultonCFOSell1,500$48.00$72,000.0054,372View SEC Filing Icon  
12/19/2019Christine L KoskiDirectorSell20,000$45.68$913,600.0052,811View SEC Filing Icon  
12/17/2019Douglas BrittDirectorSell2,000$45.50$91,000.009,500View SEC Filing Icon  
11/11/2019Christine L KoskiDirectorSell6,421$45.34$291,128.1458,481View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Helios Technologies (NASDAQ:HLIO)

91.83% 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
8/22/2022Legal & General Group Plc28,336$1.88M0.0%+1.2%0.087%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.25,819$1.71M0.0%-2.6%0.079%Search for SEC Filing on Google Icon
8/16/2022First Republic Investment Management Inc.4,314$0.29M0.0%-11.6%0.013%Search for SEC Filing on Google Icon
8/16/2022Thrivent Financial for Lutherans352,381$23.35M0.1%+1.9%1.083%Search for SEC Filing on Google Icon
8/16/2022Price T Rowe Associates Inc. MD2,702,808$179.06M0.0%+0.6%8.306%Search for SEC Filing on Google Icon
8/16/2022Dark Forest Capital Management LP712$47K0.0%-55.5%0.002%Search for SEC Filing on Google Icon
8/15/2022AQR Capital Management LLC5,233$0.35M0.0%-14.0%0.016%Search for SEC Filing on Google Icon
8/15/2022State Street Corp650,475$43.09M0.0%+0.4%1.999%Search for SEC Filing on Google Icon
8/15/2022Point72 Hong Kong Ltd1,041$69K0.0%+417.9%0.003%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC13,777$0.91M0.0%-50.9%0.042%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC8,728$0.58M0.0%-15.4%0.027%Search for SEC Filing on Google Icon
8/15/2022Sei Investments Co.91,489$6.10M0.0%-3.6%0.281%Search for SEC Filing on Google Icon
8/15/2022UBS Asset Management Americas Inc.36,536$2.42M0.0%+2.3%0.112%Search for SEC Filing on Google Icon
8/15/2022Alpha Paradigm Partners LLC16,674$1.11M0.5%N/A0.051%Search for SEC Filing on Google Icon
8/13/2022Quantbot Technologies LP686$45K0.0%-84.9%0.002%Search for SEC Filing on Google Icon
8/13/2022Teacher Retirement System of Texas5,028$0.33M0.0%-20.4%0.015%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC24,075$1.60M0.0%+111.6%0.074%Search for SEC Filing on Google Icon
8/13/2022American International Group Inc.15,231$1.01M0.0%-5.1%0.047%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp309,101$20.48M0.0%-2.5%0.951%Search for SEC Filing on Google Icon
8/12/2022LPL Financial LLC13,236$0.85M0.0%+7.3%0.041%Search for SEC Filing on Google Icon
8/12/2022Natixis Investment Managers International2,434$0.16M0.0%-17.4%0.007%Search for SEC Filing on Google Icon
8/12/2022Commerce Bank7,764$0.52M0.0%-11.3%0.024%Search for SEC Filing on Google Icon
8/12/2022Credit Suisse AG114,545$7.59M0.0%+213.3%0.352%Search for SEC Filing on Google Icon
8/12/2022BNP Paribas Arbitrage SA8,145$0.54M0.0%-6.6%0.025%Search for SEC Filing on Google Icon
8/12/2022Rhumbline Advisers39,471$2.62M0.0%+13.5%0.122%Search for SEC Filing on Google Icon
8/11/2022Axiom Investors LLC DE38,585$2.56M0.1%-40.8%0.119%Search for SEC Filing on Google Icon
8/11/2022Deutsche Bank AG17,854$1.18M0.0%-12.1%0.055%Search for SEC Filing on Google Icon
8/11/2022Healthcare of Ontario Pension Plan Trust Fund11,207$0.74M0.0%-20.0%0.034%Search for SEC Filing on Google Icon
8/11/2022GHP Investment Advisors Inc.24,528$1.63M0.1%N/A0.075%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG16,900$1.12M0.0%-27.1%0.052%Search for SEC Filing on Google Icon
8/11/2022JPMorgan Chase & Co.40,459$2.68M0.0%+6.3%0.125%Search for SEC Filing on Google Icon
8/10/2022Principal Financial Group Inc.13,434$0.89M0.0%-17.7%0.041%Search for SEC Filing on Google Icon
8/9/2022Swiss National Bank76,300$5.06M0.0%+4.8%0.235%Search for SEC Filing on Google Icon
8/9/2022Lazard Asset Management LLC1,877$0.12M0.0%+50.5%0.006%Search for SEC Filing on Google Icon
8/8/2022Oppenheimer Asset Management Inc.23,027$1.53M0.0%-1.8%0.071%Search for SEC Filing on Google Icon
8/8/2022Isthmus Partners LLC31,205$2.07M0.4%+1.5%0.096%Search for SEC Filing on Google Icon
8/5/2022Zions Bancorporation N.A.9,831$0.65M0.1%+22.0%0.030%Search for SEC Filing on Google Icon
8/5/2022Loomis Sayles & Co. L P601,576$39.85M0.1%-0.5%1.852%Search for SEC Filing on Google Icon
8/5/2022abrdn plc519,164$33.97M0.1%-23.0%1.598%Search for SEC Filing on Google Icon
8/3/2022Envestnet Asset Management Inc.9,367$0.62M0.0%+5.6%0.029%Search for SEC Filing on Google Icon
8/3/2022Ceredex Value Advisors LLC151,541$10.04M0.1%+59.3%0.466%Search for SEC Filing on Google Icon
8/3/2022Assetmark Inc.610$40K0.0%-36.5%0.002%Search for SEC Filing on Google Icon
8/2/2022Comerica Bank134,128$8.39M0.1%+9.7%0.413%Search for SEC Filing on Google Icon
8/1/2022Victory Capital Management Inc.211,370$14M0.0%+2,754.0%0.651%Search for SEC Filing on Google Icon
8/1/2022ProShare Advisors LLC3,656$0.24M0.0%-39.7%0.011%Search for SEC Filing on Google Icon
7/29/2022SG Americas Securities LLC11,033$0.73M0.0%-62.7%0.034%Search for SEC Filing on Google Icon
7/28/2022Arizona State Retirement System8,781$0.58M0.0%+5.5%0.027%Search for SEC Filing on Google Icon
7/25/2022Allspring Global Investments Holdings LLC1,546$0.10M0.0%-89.1%0.005%Search for SEC Filing on Google Icon
7/22/2022Conestoga Capital Advisors LLC1,650,540$109.35M2.0%+0.3%5.080%Search for SEC Filing on Google Icon
7/22/2022HighTower Trust Services LTA65,613$6.55M0.7%N/A0.202%Search for SEC Filing on Google Icon
7/18/2022Clean Yield Group12,379$0.82M0.3%-1.6%0.038%Search for SEC Filing on Google Icon
7/12/2022Sara Bay Financial1,149,324$75.76M35.4%-0.6%3.532%Search for SEC Filing on Google Icon
6/30/2022Amalgamated Bank5,294$0.43M0.0%-7.0%0.016%Search for SEC Filing on Google Icon
6/7/2022Bank of America Corp DE55,495$4.45M0.0%-3.6%0.171%Search for SEC Filing on Google Icon
5/20/2022The Manufacturers Life Insurance Company 13,314$1.07M0.0%-18.8%0.041%Search for SEC Filing on Google Icon
5/18/2022BNP Paribas Arbitrage SA8,717$0.70M0.0%+25.7%0.027%Search for SEC Filing on Google Icon
5/17/2022Jane Street Group LLC3,268$0.26M0.0%N/A0.010%Search for SEC Filing on Google Icon
5/17/2022Quantbot Technologies LP4,557$0.37M0.0%+7,495.0%0.014%Search for SEC Filing on Google Icon
5/17/2022Dynamic Technology Lab Private Ltd4,700$0.38M0.0%N/A0.014%Search for SEC Filing on Google Icon
5/16/2022California State Teachers Retirement System39,922$3.20M0.0%-8.5%0.123%Search for SEC Filing on Google Icon
5/16/2022Goldman Sachs Group Inc.26,499$2.13M0.0%-24.5%0.082%Search for SEC Filing on Google Icon
5/16/2022Wellington Management Group LLP761,652$61.12M0.0%+14.2%2.345%Search for SEC Filing on Google Icon
5/16/2022State Street Corp647,934$52M0.0%+2.1%1.995%Search for SEC Filing on Google Icon
5/16/2022Invesco Ltd.300,031$24.08M0.0%-23.8%0.924%Search for SEC Filing on Google Icon
5/16/2022UBS Group AG23,194$1.86M0.0%+80.6%0.071%Search for SEC Filing on Google Icon
5/13/2022PEAK6 Investments LLC6,133$0.49M0.0%-77.2%0.019%Search for SEC Filing on Google Icon
5/13/2022Renaissance Technologies LLC11,375$0.91M0.0%N/A0.035%Search for SEC Filing on Google Icon
5/13/2022Northern Trust Corp316,980$25.44M0.0%-3.8%0.976%Search for SEC Filing on Google Icon
5/13/2022Charles Schwab Investment Management Inc.235,140$18.87M0.0%-11.1%0.724%Search for SEC Filing on Google Icon
5/13/2022Lazard Asset Management LLC1,247$100K0.0%+54.3%0.004%Search for SEC Filing on Google Icon
5/13/2022Wasatch Advisors Inc.4,668,305$374.63M1.8%+1.0%14.370%Search for SEC Filing on Google Icon
5/13/2022Arrowstreet Capital Limited Partnership60,647$4.87M0.0%-43.7%0.187%Search for SEC Filing on Google Icon
5/13/2022First Trust Advisors LP49,176$3.95M0.0%-27.3%0.151%Search for SEC Filing on Google Icon
5/13/2022American International Group Inc.16,056$1.29M0.0%-6.6%0.049%Search for SEC Filing on Google Icon
5/13/2022Zions Bancorporation N.A.8,059$0.65M0.1%+33.6%0.025%Search for SEC Filing on Google Icon
5/13/2022Loomis Sayles & Co. L P604,653$48.52M0.1%+3.4%1.861%Search for SEC Filing on Google Icon
5/13/2022Vanguard Group Inc.2,746,305$220.39M0.0%-0.1%8.453%Search for SEC Filing on Google Icon
5/13/2022Aviva PLC20,192$1.62M0.0%-32.3%0.062%Search for SEC Filing on Google Icon
5/13/2022Sei Investments Co.94,890$7.60M0.0%-11.4%0.292%Search for SEC Filing on Google Icon
5/13/2022RK Capital Management LLC174,950$14.04M2.8%+56.6%0.538%Search for SEC Filing on Google Icon
5/13/2022Dimensional Fund Advisors LP1,048,915$84.17M0.0%-0.8%3.228%Search for SEC Filing on Google Icon
5/12/2022Westwood Holdings Group Inc.3,227$0.26M0.0%N/A0.010%Search for SEC Filing on Google Icon
5/12/2022Great West Life Assurance Co. Can1,487$0.13M0.0%-15.2%0.005%Search for SEC Filing on Google Icon
5/12/2022BlackRock Inc.2,029,405$162.86M0.0%-1.8%6.247%Search for SEC Filing on Google Icon
5/12/2022Rhumbline Advisers34,762$2.79M0.0%-1.7%0.107%Search for SEC Filing on Google Icon
5/12/2022Metropolitan Life Insurance Co NY1,960$0.16M0.0%-76.6%0.006%Search for SEC Filing on Google Icon
5/12/2022MetLife Investment Management LLC17,500$1.40M0.0%+55.9%0.054%Search for SEC Filing on Google Icon
5/12/2022Healthcare of Ontario Pension Plan Trust Fund14,008$1.12M0.0%N/A0.043%Search for SEC Filing on Google Icon
5/12/2022PNC Financial Services Group Inc.6,375$0.51M0.0%+31.3%0.020%Search for SEC Filing on Google Icon
5/12/2022Citigroup Inc.2,454$0.20M0.0%-74.4%0.008%Search for SEC Filing on Google Icon
5/11/2022US Bancorp DE5,397$0.43M0.0%+32.5%0.017%Search for SEC Filing on Google Icon
5/11/2022Bank of New York Mellon Corp150,186$12.05M0.0%-6.9%0.462%Search for SEC Filing on Google Icon
5/11/2022Handelsbanken Fonder AB6,858$0.55M0.0%-15.9%0.021%Search for SEC Filing on Google Icon
5/11/2022Raymond James & Associates52,400$4.21M0.0%+9.5%0.161%Search for SEC Filing on Google Icon
5/11/2022JPMorgan Chase & Co.38,072$3.06M0.0%-48.0%0.117%Search for SEC Filing on Google Icon
5/11/2022GSA Capital Partners LLP3,372$0.27M0.0%N/A0.010%Search for SEC Filing on Google Icon
5/10/2022ProShare Advisors LLC6,065$0.49M0.0%-14.1%0.019%Search for SEC Filing on Google Icon
5/10/2022TD Asset Management Inc.37,882$3.04M0.0%-23.6%0.117%Search for SEC Filing on Google Icon
5/10/2022Cornercap Investment Counsel Inc.14,824$1.19M0.1%N/A0.046%Search for SEC Filing on Google Icon
5/9/2022GW&K Investment Management LLC691,967$55.53M0.5%+5.1%2.130%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, develops, manufactures, and sells solutions for the hydraulics and electronics markets 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; 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, and Custom Fluidpower brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets. This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers. 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: $50.91
Low: $49.81
High: $51.10

50 Day Range

MA: $60.33
Low: $49.33
High: $70.28

52 Week Range

Now: $50.91
Low: $48.27
High: $114.89

Volume

633 shs

Average Volume

119,854 shs

Market Capitalization

$1.66 billion

P/E Ratio

14.80

Dividend Yield

0.73%

Beta

1.2

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

Helios Technologies' top insider shareholders include:
  1. Tricia L Fulton (CFO)
  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. Price T Rowe Associates Inc. MD — 8.31%
  2. Conestoga Capital Advisors LLC — 5.08%
  3. Sara Bay Financial — 3.53%
  4. State Street Corp — 2.00%
  5. Loomis Sayles & Co. L P — 1.85%
  6. abrdn plc — 1.60%
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. abrdn plc
  2. Axiom Investors LLC DE
  3. SG Americas Securities LLC
  4. Cubist Systematic Strategies LLC
  5. Allspring Global Investments Holdings LLC
  6. Northern Trust Corp
  7. Sara Bay Financial
  8. UBS Group AG
During the previous year, company insiders that have sold Helios Technologies company stock include:
  1. Tricia L Fulton (CFO)
  2. Jason Lemar Morgan (Insider)
  3. Marc Bertoneche (Director)
Learn More investors selling Helios Technologies stock.

Which major investors are buying Helios Technologies stock?

Within the last quarter, HLIO stock was bought by institutional investors including:
  1. Victory Capital Management Inc.
  2. Credit Suisse AG
  3. HighTower Trust Services LTA
  4. Ceredex Value Advisors LLC
  5. GHP Investment Advisors Inc.
  6. Alpha Paradigm Partners LLC
  7. Price T Rowe Associates Inc. MD
  8. Renaissance Technologies LLC