Helios Technologies Inc
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of Helios Technologies Inc (HLIO), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Helios Technologies Inc (HLIO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Helios Technologies Inc (HLIO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Helios Technologies Inc (HLIO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Sara-Bay Financial Corp Hard@Sara-bay Financial
| 20.05% | $54.08M 1.217M shares@ 44.42 avg price | Increased 25.47% |
Mike Muhizi@Sg Americas Securities, Llc
| 0.01% | $602,000 13,479 shares@ 44.67 avg price | Increased 16.04% |
Richard M. Dolson@Nisa Investment Advisors, Llc
| 0.01% | $425,062 9,522 shares@ 44.64 avg price | Increased 0.2% |
Robert Netzly@Inspire Investing, Llc
| 0.05% | $399,751 8,955 shares@ 44.64 avg price | Increased 3.48% |
Lorraine Wang@Gamma Investing Llc
| 0.01% | $8,437 189 shares@ 44.65 avg price | Increased 329.55% |
Brandon Yee@Versant Capital Management, Inc
| 0.01% | $5,937 133 shares@ 44.64 avg price | Increased 1230% |