Stock Transactions — HELIOS TECHNOLOGIES INC

Total Bought
2,724,570
84 transactions
Total Sold
2,750,245
81 transactions
Net
-25,675
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
WELLINGTON MANAGEMENT GROUP LLP2,524,0413,278,538+754,4970.020.03+0.00buy
WASATCH ADVISORS LP3,835,1294,169,735+334,6060.960.97+0.02buy
BANK OF AMERICA CORP /DE/449,810658,519+208,7090.000.00+0.00buy
Elequin Capital, LP0103,745+103,7450.000.31+0.31buy
Bank of New York Mellon Corp271,780372,851+101,0710.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP64,018137,022+73,0040.010.02+0.01buy
GOLDMAN SACHS GROUP INC27,75593,313+65,5580.000.00+0.00buy
Penn Capital Management Company, LLC38,535103,745+65,2100.160.41+0.25buy
Qube Research & Technologies Ltd24,21882,179+57,9610.000.01+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS1,353,3811,409,738+56,3570.130.13-0.01buy
RENAISSANCE TECHNOLOGIES LLC055,675+55,6750.000.00+0.00buy
TWO SIGMA ADVISERS, LP80,600126,900+46,3000.010.01+0.00buy
TUDOR INVESTMENT CORP ET AL045,119+45,1190.000.02+0.02buy
D. E. Shaw & Co., Inc.69,219113,943+44,7240.000.01+0.00buy
VOLORIDGE INVESTMENT MANAGEMENT, LLC116,716159,419+42,7030.020.03+0.01buy
MARSHALL WACE, LLP038,091+38,0910.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.037,536+37,5360.000.00+0.00buy
SILVERCREST ASSET MANAGEMENT GROUP LLC148,239184,915+36,6760.050.06+0.01buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC258,982295,565+36,5830.000.00+0.00buy
Neuberger Berman Group LLC031,850+31,8500.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP1,198,8151,230,224+31,4090.020.01-0.00buy
FIRST TRUST ADVISORS LP23,63952,414+28,7750.000.00+0.00buy
Granite Investment Partners, LLC139,044166,738+27,6940.250.28+0.04buy
VANGUARD GROUP INC3,218,8393,243,814+24,9750.000.00-0.00buy
ISTHMUS PARTNERS, LLC38,22662,999+24,7730.230.32+0.09buy
Numerai GP LLC4,76728,994+24,2270.080.56+0.48buy
GEODE CAPITAL MANAGEMENT, LLC694,098714,665+20,5670.000.00-0.00buy
Cardinal Capital Management018,651+18,6510.000.14+0.14buy
Advantage Alpha Capital Partners LP41,95058,840+16,8900.360.49+0.13buy
SEI INVESTMENTS CO100,828117,032+16,2040.010.01+0.00buy
JANE STREET GROUP, LLC015,875+15,8750.000.00+0.00buy
JPMORGAN CHASE & CO80,30295,440+15,1380.000.00+0.00buy
Trexquant Investment LP011,765+11,7650.000.01+0.01buy
Bayesian Capital Management, LP011,482+11,4820.000.05+0.05buy
HRT FINANCIAL LP010,526+10,5260.000.00+0.00buy
ExodusPoint Capital Management, LP010,368+10,3680.000.01+0.01buy
Verition Fund Management LLC010,212+10,2120.000.00+0.00buy
OCCUDO QUANTITATIVE STRATEGIES LP09,974+9,9740.000.08+0.08buy
CANADA LIFE ASSURANCE Co2,89912,364+9,4650.000.00+0.00buy
Aquatic Capital Management LLC3,80012,900+9,1000.000.02+0.01buy
Engineers Gate Manager LP09,048+9,0480.000.01+0.01buy
CAPSTONE INVESTMENT ADVISORS, LLC08,875+8,8750.000.01+0.01buy
XTX Topco Ltd08,459+8,4590.000.05+0.05buy
Inspire Investing, LLC08,131+8,1310.000.04+0.04buy
Invesco Ltd.46,03454,012+7,9780.000.00+0.00buy
STATE STREET CORP736,674744,496+7,8220.000.00-0.00buy
Trust Point Inc.07,783+7,7830.000.03+0.03buy
Ameritas Advisory Services, LLC07,048+7,0480.000.01+0.01buy
GSA CAPITAL PARTNERS LLP13,01619,939+6,9230.050.07+0.02buy
Entropy Technologies, LP06,760+6,7600.000.03+0.03buy
GHP Investment Advisors, Inc.30,31936,205+5,8860.070.08+0.01buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC39,90245,566+5,6640.000.00+0.00buy
MQS Management LLC05,497+5,4970.000.14+0.14buy
Ceredex Value Advisors LLC288,119293,241+5,1220.230.23+0.00buy
Procyon Advisors, LLC04,716+4,7160.000.02+0.02buy
Walleye Capital LLC04,700+4,7000.000.00+0.00buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM9,35513,625+4,2700.000.00+0.00buy
ROYCE & ASSOCIATES LP291,065294,824+3,7590.120.12-0.00buy
NEW YORK LIFE INVESTMENT MANAGEMENT LLC5,3018,394+3,0930.000.00+0.00buy
EntryPoint Capital, LLC02,966+2,9660.000.12+0.12buy
Conestoga Capital Advisors, LLC2,007,7582,010,417+2,6591.371.30-0.07buy
WRAPMANAGER INC7,85910,222+2,3630.100.13+0.02buy
STIFEL FINANCIAL CORP32,63734,554+1,9170.000.00-0.00buy
VICTORY CAPITAL MANAGEMENT INC9,43711,077+1,6400.000.00+0.00buy
B. Metzler seel. Sohn & Co. AG36,57538,143+1,5680.020.02-0.00buy
DEUTSCHE BANK AG\17,00018,388+1,3880.000.00-0.00buy
RHUMBLINE ADVISERS46,80648,015+1,2090.000.00-0.00buy
Dynamic Technology Lab Private Ltd9,43410,300+8660.050.05+0.00buy
Quarry LP0769+7690.000.01+0.01buy
ProShare Advisors LLC5,4945,964+4700.000.00-0.00buy
Annis Gardner Whiting Capital Advisors, LLC0334+3340.000.01+0.01buy
AZZAD ASSET MANAGEMENT INC /ADV7,3957,665+2700.040.04-0.00buy
CIBC Private Wealth Group LLC0170+1700.000.00+0.00buy
FIFTH THIRD BANCORP9141,013+990.000.00+0.00buy
FMR LLC575653+780.000.00-0.00buy
MATHER GROUP, LLC.065+650.000.00+0.00buy
Allworth Financial LP366+630.000.00+0.00buy
FIRST FINANCIAL CORP /IN/035+350.000.00+0.00buy
OLD NATIONAL BANCORP /IN/7,2647,284+200.010.01-0.00buy
CONCOURSE FINANCIAL GROUP SECURITIES, INC.015+150.000.00+0.00buy
Covestor Ltd413+90.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC07+70.000.00+0.00buy
Avior Wealth Management, LLC06+60.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC05+50.000.00+0.00buy
BALDWIN WEALTH PARTNERS LLC/MA7,9267,92600.030.03-0.00hold
Ameritas Investment Partners, Inc.3,2583,25800.010.00-0.00hold
MassMutual Private Wealth & Trust, FSB7700.000.00-0.00hold
ALLIANCEBERNSTEIN L.P.36,85036,85000.000.00-0.00hold
MONETA GROUP INVESTMENT ADVISORS LLC10,02510,02500.010.01-0.00hold
JANUS HENDERSON GROUP PLC13,97713,97700.000.00-0.00hold
PRIVATE TRUST CO NA707000.000.00-0.00hold
BROWN ADVISORY INC12,27312,27300.000.00-0.00hold
Handelsbanken Fonder AB6,8586,85800.000.00-0.00hold
SIGNATUREFD, LLC40040000.000.00-0.00hold
Mitsubishi UFJ Asset Management Co., Ltd.888800.000.00-0.00hold
State of New Jersey Common Pension Fund D65,37465,37400.010.01-0.00hold
MetLife Investment Management, LLC17,50017,50000.010.01-0.00hold
Aviance Capital Partners, LLC7,0877,08700.070.05-0.02hold
Swiss National Bank65,10065,10000.000.00-0.00hold
IAT REINSURANCE CO LTD.300,000300,00002.522.98+0.46hold
Page 1 of 2