HLIO

Helios Technologies Inc

Latest period2024 - Q4Total superinvestors10

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, 10 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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Sara-Bay Financial Corp Hard@Sara-bay Financial
Recent Activity
Increased 25.47%
20.05%
$54.08M
1.217M shares@ 44.42 avg price
Jenny Ly@Clean Yield Group
Recent Activity
Decreased -1.34%
0.16%
$489,656
10,969 shares@ 44.64 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
0.02%
$447,695
10,029 shares@ 44.65 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -12%
0.03%
$422,652
9,468 shares@ 44.65 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
New Position
0.02%
$314,623
7,048 shares@ 44.65 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
0.04%
$290,071
6,498 shares@ 44.65 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 329.55%
0.01%
$8,437
189 shares@ 44.65 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Decreased -1.42%
0.01%
$6,000
138 shares@ 43.48 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 1230%
0.01%
$5,937
133 shares@ 44.64 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
New Position
0.01%
$45
1 shares@ 45.0 avg price