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Helen of Troy (HELE) Institutional Ownership

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$28.03 +1.09 (+4.05%)
Closing price 04:00 PM Eastern
Extended Trading
$28.14 +0.11 (+0.37%)
As of 06:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for Helen of Troy (NASDAQ:HELE)

Number of
Institutional Buyers
(last 12 months)
141
Total
Institutional Inflows
(last 12 months)
$566.14M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$238.57M
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HELE Institutional Buying and Selling by Quarter

Helen of Troy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC74,309$3.98M0.0%+16.3%0.324%
5/16/2025 Clearline Capital LP82,770$4.43M0.3%-24.9%0.361%
5/16/2025 Goldman Sachs Group Inc.208,742$11.17M0.0%-12.2%0.910%
5/16/2025 Petrus Trust Company LTA6,046$323K0.0%N/A0.026%
5/16/2025 Millennium Management LLC261,972$14.01M0.0%N/A1.142%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,533$724K0.0%+4.3%0.059%
5/16/2025 Invenomic Capital Management LP238,791$12.77M0.6%+68.2%1.041%
5/16/2025 Jacobs Levy Equity Management Inc.332,708$17.80M0.1%+1,985.6%1.450%
5/16/2025 AQR Capital Management LLC109,512$5.81M0.0%-43.8%0.477%
5/16/2025 Amundi1,281$69K0.0%-22.4%0.006%
5/16/2025 Ancora Advisors LLC81,650$4.37M0.1%+55.8%0.356%
5/15/2025 Cubist Systematic Strategies LLC97,148$5.20M0.0%+1,392.7%0.423%
5/15/2025 Royal Bank of Canada7,102$380K0.0%+60.2%0.031%
5/15/2025 Graham Capital Management L.P.18,094$968K0.0%N/A0.079%
5/15/2025 Armistice Capital LLC371,000$19.85M0.3%N/A1.617%
5/15/2025 State of Wyoming1,936$104K0.0%+137.8%0.008%
5/15/2025 Landscape Capital Management L.L.C.130,417$6.98M0.6%N/A0.568%
5/15/2025 Earnest Partners LLC780,940$41.77M0.2%+3.1%3.404%
5/14/2025 Systematic Financial Management LP234,668$12.55M0.4%-0.9%1.023%
5/14/2025 Jump Financial LLC30,230$1.62M0.0%N/A0.132%
5/14/2025 Hotchkis & Wiley Capital Management LLC224,160$11.99M0.0%+7.7%0.977%
5/14/2025 Capital Fund Management S.A.12,438$665K0.0%-78.8%0.054%
5/14/2025 Hsbc Holdings PLC4,761$258K0.0%N/A0.021%
5/14/2025 Fuller & Thaler Asset Management Inc.236,682$12.66M0.0%+1.1%1.032%
5/14/2025 Quantbot Technologies LP21,428$1.15M0.0%N/A0.093%
5/14/2025 Wellington Management Group LLP279,621$14.96M0.0%+16.6%1.219%
5/13/2025 Northern Trust Corp263,777$14.11M0.0%+1.9%1.150%
5/13/2025 Raymond James Financial Inc.55,313$2.96M0.0%-1.7%0.241%
5/13/2025 American Century Companies Inc.54,762$2.93M0.0%+11.1%0.239%
5/13/2025 Russell Investments Group Ltd.88,177$4.72M0.0%+146.0%0.384%
5/12/2025 Public Sector Pension Investment Board72,526$3.88M0.0%+27.3%0.316%
5/12/2025 Nuveen LLC88,473$4.73M0.0%N/A0.386%
5/12/2025 Aigen Investment Management LP10,085$539K0.1%N/A0.044%
5/12/2025 Invesco Ltd.102,657$5.49M0.0%+12.3%0.447%
5/12/2025 Swiss National Bank44,300$2.37M0.0%-1.6%0.193%
5/12/2025 Maryland State Retirement & Pension System6,657$356K0.0%-13.6%0.029%
5/9/2025 Deutsche Bank AG39,642$2.12M0.0%-29.4%0.173%
5/9/2025 Charles Schwab Investment Management Inc.520,422$27.84M0.0%+7.9%2.268%
5/9/2025 Vanguard Group Inc.2,598,327$138.99M0.0%-1.1%11.325%
5/9/2025 Pacific Ridge Capital Partners LLC11,483$614K0.2%+12.2%0.050%
Trump Predicts Dollar Downfall (Ad)

READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years." Why Would He Say This?

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5/9/2025 PNC Financial Services Group Inc.3,175$170K0.0%-16.8%0.014%
5/8/2025 US Bancorp DE10,692$572K0.0%+22.8%0.047%
5/8/2025 Clark Estates Inc. NY34,200$1.83M0.4%-9.3%0.149%
5/8/2025 Federated Hermes Inc.185,616$9.93M0.0%+3,325.3%0.809%
5/7/2025 LPL Financial LLC77,553$4.15M0.0%+67.8%0.338%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 7,034$376K0.0%+29.8%0.031%
5/6/2025 Avantax Advisory Services Inc.19,146$1.02M0.0%+42.6%0.083%
5/6/2025 Royce & Associates LP14,333$767K0.0%+141.3%0.062%
5/6/2025 IMA Advisory Services Inc.963$52K0.0%N/A0.004%
5/6/2025 Choreo LLC7,030$376K0.0%N/A0.031%
5/2/2025 Pzena Investment Management LLC756,227$40.45M0.1%+7.2%3.296%
5/2/2025 Verdence Capital Advisors LLC4,923$263K0.0%N/A0.021%
4/30/2025 Ninety One UK Ltd17,578$940K0.0%-37.1%0.077%
4/29/2025 Envestnet Asset Management Inc.149,625$8.00M0.0%+20.8%0.655%
4/29/2025 Bank of New York Mellon Corp166,651$8.91M0.0%-52.3%0.729%
4/28/2025 Principal Financial Group Inc.134,689$7.21M0.0%+2.6%0.589%
4/25/2025 New York State Teachers Retirement System23,445$1.25M0.0%-13.6%0.103%
4/23/2025 Oppenheimer Asset Management Inc.12,926$691K0.0%+32.9%0.057%
4/17/2025 QRG Capital Management Inc.3,875$207K0.0%N/A0.017%
4/15/2025 Net Worth Advisory Group7,090$379K0.1%+47.0%0.031%
4/15/2025 SG Americas Securities LLC13,351$714K0.0%N/A0.058%
4/8/2025 Rhumbline Advisers72,141$3.86M0.0%-4.2%0.316%
4/7/2025 GAMMA Investing LLC37,390$20M0.0%+7,625.2%0.164%
4/3/2025 First Hawaiian Bank9,647$516K0.0%-3.8%0.042%
3/24/2025 Wellington Management Group LLP239,857$14.35M0.0%-1.0%1.049%
3/18/2025 California State Teachers Retirement System21,360$1.28M0.0%-1.0%0.093%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC63,912$3.82M0.0%+10.7%0.280%
2/17/2025 Voloridge Investment Management LLC110,551$6.61M0.0%-67.3%0.484%
2/17/2025 Woodline Partners LP72,180$4.32M0.0%N/A0.316%
2/17/2025 Two Sigma Investments LP7,208$431K0.0%-94.9%0.032%
2/17/2025 Tidal Investments LLC5,278$316K0.0%-4.7%0.023%
2/17/2025 State of Wyoming814$49K0.0%-52.6%0.004%
2/17/2025 Systematic Financial Management LP236,809$14.17M0.4%+4.4%1.036%
2/17/2025 Point72 Asset Management L.P.4,300$257K0.0%N/A0.019%
2/17/2025 Point72 Hong Kong Ltd50,105$3.00M0.2%N/A0.219%
2/17/2025 ProShare Advisors LLC6,868$411K0.0%+44.5%0.030%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,970$776K0.0%+3.8%0.057%
2/17/2025 Invenomic Capital Management LP141,986$8.50M0.4%-38.6%0.621%
2/17/2025 Jacobs Levy Equity Management Inc.15,953$954K0.0%-7.1%0.070%
2/17/2025 Janus Henderson Group PLC302,709$18.11M0.0%+49.9%1.324%
2/17/2025 Gotham Asset Management LLC16,858$1.01M0.0%+254.3%0.074%
2/17/2025 Clearline Capital LP110,158$6.59M0.9%-46.5%0.482%
2/17/2025 Deutsche Bank AG56,132$3.36M0.0%+76.6%0.246%
2/17/2025 Centiva Capital LP7,429$444K0.0%N/A0.032%
2/17/2025 Balyasny Asset Management L.P.6,287$376K0.0%-29.1%0.028%
2/17/2025 Bayesian Capital Management LP20,131$1.20M0.1%+33.0%0.088%
2/17/2025 Bank of America Corp DE364,180$21.79M0.0%+80.5%1.593%
2/17/2025 BNP Paribas Financial Markets3,405$204K0.0%-54.0%0.015%
2/17/2025 Ameriprise Financial Inc.111,155$6.65M0.0%-5.7%0.486%
2/17/2025 Ancora Advisors LLC52,399$3.14M0.1%+40.1%0.229%
Trump Predicts Dollar Downfall (Ad)

READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years." Why Would He Say This?

Claim your free, no-strings-attached 2025 Ultimate Guide to Gold IRAs right now.
2/17/2025 AXA S.A.7,352$440K0.0%+111.8%0.032%
2/14/2025 PDT Partners LLC35,911$2.15M0.2%-15.5%0.157%
2/14/2025 Schonfeld Strategic Advisors LLC6,102$365K0.0%N/A0.027%
2/14/2025 AQR Capital Management LLC194,788$11.65M0.0%-36.6%0.852%
2/14/2025 Northern Trust Corp258,835$15.49M0.0%+14.6%1.132%
2/14/2025 The Manufacturers Life Insurance Company10,844$649K0.0%-2.4%0.047%
2/14/2025 Quarry LP814$49K0.0%+917.5%0.004%
2/14/2025 Earnest Partners LLC757,339$45.31M0.2%+18.6%3.313%
2/14/2025 Susquehanna Fundamental Investments LLC51,624$3.09M0.0%N/A0.226%
2/14/2025 Voya Investment Management LLC6,888$412K0.0%-6.7%0.030%
(Data available from 1/1/2016 forward)

HELE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HELE shares?

During the previous two years, 262 institutional investors and hedge funds held shares of Helen of Troy. The most heavily invested institutionals were Cooke & Bieler LP ($177.46M), FMR LLC ($160.34M), Vanguard Group Inc. ($138.99M), Capital Research Global Investors ($125.17M), Capital World Investors ($69.14M), Dimensional Fund Advisors LP ($64.88M), and Snyder Capital Management L P ($57.07M).Learn more on HELE's institutional investors.

Which institutional investors have been buying Helen of Troy stock?

Of the 204 institutional investors that purchased Helen of Troy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($1.07M), Pzena Investment Management LLC ($756.23K), Cooper Creek Partners Management LLC ($689.42K), Arrowstreet Capital Limited Partnership ($528.31K), Armistice Capital LLC ($371K), Jacobs Levy Equity Management Inc. ($333.93K), and William Blair Investment Management LLC ($329.38K).

How much institutional buying is happening at Helen of Troy?

Institutional investors have bought a total of 11,195,827 shares in the last 24 months. This purchase volume represents approximately $793.01M in transactions.

Which Helen of Troy major shareholders have been selling company stock?

Of the 139 institutional investors that sold Helen of Troy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.19M), FMR LLC ($1.13M), Capital Research Global Investors ($674.88K), Fisher Asset Management LLC ($555.50K), JPMorgan Chase & Co. ($479.67K), Victory Capital Management Inc. ($433.86K), and Capital World Investors ($230.50K).

How much institutional selling is happening at Helen of Troy?

Institutional investors have sold a total of 7,452,846 shares in the last 24 months. This volume of shares sold represents approximately $648.98M in transactions.



This page (NASDAQ:HELE) was last updated on 5/22/2025 by MarketBeat.com Staff
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