MIIM
HLIO icon

Mesirow Institutional Investment Management’s Helios Technologies HLIO Stock Holding History

Mesirow Institutional Investment Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$14.9M Buy
332,729
+66,500
+25% +$3.29M 1.14% 34
2024
Q3 		$12.7M Buy
266,229
+87,307
+49% +$3.84M 0.97% 61
2024
Q2 		$8.54M Buy
+178,922
New +$8.57M 0.75% 79

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Mesirow Institutional Investment Management's HLIO Position: Q4 2024 in Review

Mesirow Institutional Investment Management increased its Helios Technologies (HLIO) stake by 25% in Q4 2024, buying an estimated $3.29M and bringing the position to 332,729 shares worth $14.9M. The position accounts for 1.14% of the portfolio, ranked #34.

Mesirow Institutional Investment Management first reported a position in HLIO in Q2 2024 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold HLIO as of Q4 2024.

  • Mesirow Institutional Investment Management held 332,729 shares of Helios Technologies worth $14.9M as of Q4 2024.
  • Mesirow Institutional Investment Management bought 66,500 Helios Technologies shares in Q4 2024, an estimated $3.29M.
  • Helios Technologies made up 1.14% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #34 holding.
  • Mesirow Institutional Investment Management first reported a position in Helios Technologies in Q2 2024 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.