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Disclosery

HLIO HELIOS TECHNOLOGIES INC

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COM (common), issuer CIK 1024795

171 managers (174 13F filers) reported a position in HLIO shares at 2024-12-31, 32,743,337 shares in all. 17 filers opened a position and 23 filers sold out during the quarter.

Managers
171
13F filers
174
New
17
Added
72
Reduced
49
Sold out
23
Shares held by filers
32,743,337

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WASATCH ADVISORS LP3,545,604$158M0.78%+2,47613F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,328,127$149M<0.01%+13,05913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,443,507$109M<0.01%+1,06113F-HRTimelineGroup
Conestoga Capital Advisors, LLC1,986,528$88.7M1.18%+266,12713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,841,823$82.2M0.16%+21,68313F-HRTimelineGroup
BROWN CAPITAL MANAGEMENT LLC1,530,748$68.3M1.58%-282,65613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,463,265$65.3M0.01%-559,45913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,438,786$64.2M0.02%+79,17813F-HRTimelineGroup
Sara-Bay Financial1,217,467$54.1M20.07%+247,08813F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC957,983$42.8M0.15%-41,13213F-HR/ATimeline
STATE STREET CORPin group STATE STREET CORP790,351$35.3M<0.01%+16,57413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/784,509$35M<0.01%-6,81313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC750,472$33.5M<0.01%-2,07213F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…720,925$32.2M0.3%+708,71513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson637,703$28.5M0.01%+5,68413F-HRTimelineGroup
T. Rowe Price Investment Management, In…569,169$25.4M0.02%+2,25513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp519,531$23.2M<0.01%+81,10013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC488,900$21.8M0.02%+9,76613F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC450,429$20.1M0.02%+90,36213F-HR/ATimelineGroup
ROYCE & ASSOCIATES LP434,799$19.4M0.18%+46,14013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co398,899$17.8M<0.01%+33,91513F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND393,323$17.6M0.02%013F-HR/ATimeline
Mesirow Institutional Investment Manage…332,729$14.9M1.14%+66,50013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP322,472$14.4M<0.01%+27,71813F-HRTimelineGroup
IAT REINSURANCE CO LTD.300,000$13.4M2.83%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…249,738$11.1M0.03%+195,77913F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP246,746$11M0.01%-77,55913F-HRTimeline
Diamond Hill Capital Management, LLC (I…231,675$10.3M0.05%-54,13013F-HRTimeline
Ceredex Value Advisors LLC219,900$9.82M0.2%+132,00713F-HRTimeline
UBS Group AGgroup of 2 filers holding218,650$9.76M+133,818Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding200,750$8.96M-5,541Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO187,176$8.36M0.01%+10,22513F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC185,459$8.28M0.06%-94013F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC180,890$8.07M0.08%-115,40113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC172,389$7.7M<0.01%13F-HR/ATimelineGroup
COMERICA BANK161,610$7.21M0.03%+2,11713F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC157,551$7.03M<0.01%+22,68013F-HRTimelineGroup
Keeley-Teton Advisors, LLC152,507$6.81M0.79%-3,27713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY151,282$6.75M<0.01%-20,05413F-HR/ATimelineGroup
Granite Investment Partners, LLC139,849$6.24M0.27%-24,81413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC125,896$5.62M<0.01%+4,33113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO115,542$5.16M<0.01%+56,11313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,463$4.17M<0.01%+58,28213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,835$3.97M<0.01%-2,66813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP88,470$3.95M<0.01%-27,28413F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA86,348$3.85M<0.01%-1,11613F-HRTimelineGroup
NORGES BANK86,297$3.85M<0.01%-25,31213F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP70,733$3.16M0.01%+29113F-HRTimeline
Swiss National Bank65,100$2.91M<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC61,408$2.74M<0.01%+3,95713F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC59,816$2.67M<0.01%+11,38313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.56,699$2.53M<0.01%+2,13713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers55,151$2.46M<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS50,612$2.26M<0.01%+72613F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,936$2.23M<0.01%-61113F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC44,648$1.99M0.01%-53,97813F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG42,591$1.9M0.02%-6,14613F-HRTimelineGroup
Advantage Alpha Capital Partners LP42,351$1.89M0.45%-3,28513F-HRTimeline
Sapience Investments, LLC39,447$1.76M1.03%-6,49013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,204$1.75M<0.01%+12,88913F-HRTimelineGroup
GHP Investment Advisors, Inc.38,720$1.73M0.08%+1,50113F-HRTimeline
ALLIANCEBERNSTEIN L.P.36,892$1.65M<0.01%+4213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc36,483$1.63M<0.01%+2,70813F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …31,688$1.41M0.02%+88013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\31,174$1.39M<0.01%+10,61613F-HR/ATimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…31,066$1.39M<0.01%-31613F-HR/ATimeline
PRICE T ROWE ASSOCIATES INC /MD/30,790$1.38M<0.01%+2,20813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC29,891$1.33M<0.01%+4,31513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP29,715$1.33M<0.01%+16,98013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC24,175$1.08M<0.01%new13F-HRTimeline
Cardinal Capital Management23,219$1.04M0.16%+1,00013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…20,338$908K<0.01%+1,11613F-HRTimelineGroup
Dynamic Technology Lab Private Ltd20,280$905K0.15%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,982$847K<0.01%-4,62313F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…18,909$844K<0.01%+64913F-HRTimelineGroup
Trexquant Investment LP17,455$779K0.01%new13F-HRTimeline
Natixis Investment Managers Internation…17,070$762K0.06%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,055$761K<0.01%+5,14713F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.16,531$738K<0.01%-1,24813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …16,087$718K<0.01%-96513F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC14,790$660K0.01%+10,08913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC14,323$638K<0.01%new13F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co14,169$632K<0.01%013F-HRTimelineGroup
SG Americas Securities, LLC13,479$602K<0.01%+1,86313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,273$548K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,577$517K<0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD11,417$510K0.01%-8,02513F-HRTimeline
Clean Yield Group10,969$490K0.16%-15013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,306$460K+7,048Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,141$453K<0.01%-1,05913F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK10,029$448K0.01%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC10,025$448K0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,642$430K<0.01%+9313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9,522$425K<0.01%+1913F-HRTimeline
Procyon Advisors, LLC9,468$423K0.03%-1,29213F-HRTimeline
ProShare Advisors LLC9,364$418K<0.01%+3,08113F-HRTimeline
Handelsbanken Fonder AB9,358$418K<0.01%+1,60013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,295$415K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…9,169$409K<0.01%+3,82913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,038$403K<0.01%-26,72413F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC8,955$400K0.04%+30113F-HRTimelineGroup
Numerai GP LLC7,937$354K0.1%-26,79113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA7,926$354K0.02%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC7,750$346K0.11%-4,93713F-HRTimeline
EntryPoint Capital, LLC7,606$340K0.14%-2,87413F-HRTimeline
KLP KAPITALFORVALTNING AS7,400$330K<0.01%13F-HRTimeline
Police & Firemen's Retirement System of…7,136$319K<0.01%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,113$318K<0.01%-17,17313F-HRTimelineGroup
Aviance Capital Partners, LLC7,087$316K0.04%013F-HRTimeline
Empower Advisory Group, LLC6,765$302K<0.01%+61513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,705$299K<0.01%+5,11313F-HRTimelineGroup
WRAPMANAGER INC6,502$290K0.07%-1,76713F-HRTimeline
Central Pacific Bank - Trust Division6,498$290K0.04%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC6,193$276K<0.01%+14813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,187$232K<0.01%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP4,802$214K0.03%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,022$180K<0.01%-9,08913F-HRTimelineGroup
Clearstead Advisors, LLC3,750$167K<0.01%013F-HRTimeline
Truvestments Capital LLC3,750$167K0.04%013F-HRTimeline
Aquatic Capital Management LLC3,732$167K<0.01%+2,23213F-HRTimeline
State of Wyoming3,600$161K0.02%-74013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,495$66.9K<0.01%-82413F-HR/ATimelineGroup
Amundiin group Amundi1,408$64.9K<0.01%-77713F-HRTimelineGroup
AMALGAMATED BANK1,165$52K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,124$50.2K<0.01%-11,26313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,049$46.8K<0.01%-6113F-HRTimelineGroup
FMR LLCin group FMR LLC942$42.1K<0.01%+3113F-HRTimelineGroup
SIGNATUREFD, LLC687$30.7K<0.01%+28713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…530$23.7K<0.01%+13713F-HRTimeline
Creative Planningin group Creative Planning485$21.6K<0.01%new13F-HRTimelineGroup
Avalon Trust Co400$17.9K<0.01%013F-HRTimeline
Spartan Fund Management Inc.9,000$17.6K0.06%new13F-HRTimeline
Sterling Capital Management LLC361$16.1K<0.01%+30113F-HRTimeline
CWM, LLCin group CWM, LLC277$12K<0.01%+3913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…248$11.1K<0.01%-3713F-HRTimelineGroup
Quarry LP202$9.02K<0.01%new13F-HRTimeline
GAMMA Investing LLC189$8.44K<0.01%+14513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.170$7.84K<0.01%013F-HRTimelineGroup
Arax Advisory Partners161$7.19K<0.01%-413F-HRTimeline
Salomon & Ludwin, LLC150$6.7K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.138$6K<0.01%-213F-HRTimeline
Versant Capital Management, Inc133$5.94K<0.01%+12313F-HRTimeline
Smartleaf Asset Management LLC118$5.24K<0.01%+1213F-HRTimeline
Caldwell Trust Co105$4.69K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC101$4.51K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100$4.46K<0.01%-11113F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…88$3.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP59$2.65K<0.01%-1313F-HRTimeline
Parallel Advisors, LLC46$2.05K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC50$2K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.43$1.92K<0.01%-2213F-HRTimeline
Lindbrook Capital, LLC40$1.79K<0.01%013F-HRTimeline
MAI Capital Management35$1.56K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$1.34K<0.01%+513F-HRTimeline
Private Wealth Management Group, LLC28$1.25K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18$804<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.15$673<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC14$625<0.01%+1213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12$536<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC11$491<0.01%013F-HRTimeline
Bell Investment Advisors, Inc10$447<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC7$313<0.01%013F-HRTimeline
SJS Investment Consulting Inc.6$268<0.01%+413F-HRTimeline
DiNuzzo Private Wealth, Inc.6$268<0.01%+413F-HRTimeline
IFP Advisors, Inc0$179<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1$45<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC1$45<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$45<0.01%13F-HRTimeline
Hemington Wealth Management11$00%+813F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd9$00%+313F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.