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Helen of Troy (HELE) Institutional Ownership

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$27.71 -0.15 (-0.54%)
Closing price 05/1/2025 04:00 PM Eastern
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$27.41 -0.30 (-1.08%)
As of 05:39 AM Eastern
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Institutional Ownership Changes (13F Filings) for Helen of Troy (NASDAQ:HELE)

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$480.43M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$327.97M
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HELE Institutional Buying and Selling by Quarter

Helen of Troy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/24/2025Wellington Management Group LLP239,857$14.35M0.0%-1.0%1.049%
3/18/2025California State Teachers Retirement System21,360$1.28M0.0%-1.0%0.093%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC63,912$3.82M0.0%+10.7%0.280%
2/17/2025Voloridge Investment Management LLC110,551$6.61M0.0%-67.3%0.484%
2/17/2025Woodline Partners LP72,180$4.32M0.0%N/A0.316%
2/17/2025Two Sigma Investments LP7,208$431K0.0%-94.9%0.032%
2/17/2025Tidal Investments LLC5,278$316K0.0%-4.7%0.023%
2/17/2025State of Wyoming814$49K0.0%-52.6%0.004%
2/17/2025Systematic Financial Management LP236,809$14.17M0.4%+4.4%1.036%
2/17/2025Point72 Asset Management L.P.4,300$257K0.0%N/A0.019%
2/17/2025Point72 Hong Kong Ltd50,105$3.00M0.2%N/A0.219%
2/17/2025ProShare Advisors LLC6,868$411K0.0%+44.5%0.030%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,970$776K0.0%+3.8%0.057%
2/17/2025Invenomic Capital Management LP141,986$8.50M0.4%-38.6%0.621%
2/17/2025Jacobs Levy Equity Management Inc.15,953$954K0.0%-7.1%0.070%
2/17/2025Janus Henderson Group PLC302,709$18.11M0.0%+49.9%1.324%
2/17/2025Gotham Asset Management LLC16,858$1.01M0.0%+254.3%0.074%
2/17/2025Clearline Capital LP110,158$6.59M0.9%-46.5%0.482%
2/17/2025Deutsche Bank AG56,132$3.36M0.0%+76.6%0.246%
2/17/2025Centiva Capital LP7,429$444K0.0%N/A0.032%
2/17/2025Balyasny Asset Management L.P.6,287$376K0.0%-29.1%0.028%
2/17/2025Bayesian Capital Management LP20,131$1.20M0.1%+33.0%0.088%
2/17/2025Bank of America Corp DE364,180$21.79M0.0%+80.5%1.593%
2/17/2025BNP Paribas Financial Markets3,405$204K0.0%-54.0%0.015%
2/17/2025Ameriprise Financial Inc.111,155$6.65M0.0%-5.7%0.486%
2/17/2025Ancora Advisors LLC52,399$3.14M0.1%+40.1%0.229%
2/17/2025AXA S.A.7,352$440K0.0%+111.8%0.032%
2/14/2025PDT Partners LLC35,911$2.15M0.2%-15.5%0.157%
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2/14/2025Schonfeld Strategic Advisors LLC6,102$365K0.0%N/A0.027%
2/14/2025AQR Capital Management LLC194,788$11.65M0.0%-36.6%0.852%
2/14/2025Northern Trust Corp258,835$15.49M0.0%+14.6%1.132%
2/14/2025The Manufacturers Life Insurance Company 10,844$649K0.0%-2.4%0.047%
2/14/2025Quarry LP814$49K0.0%+917.5%0.004%
2/14/2025Earnest Partners LLC757,339$45.31M0.2%+18.6%3.313%
2/14/2025Susquehanna Fundamental Investments LLC51,624$3.09M0.0%N/A0.226%
2/14/2025Voya Investment Management LLC6,888$412K0.0%-6.7%0.030%
2/14/2025Fuller & Thaler Asset Management Inc.234,049$14.00M0.1%-0.8%1.024%
2/14/2025Price T Rowe Associates Inc. MD21,751$1.30M0.0%+8.1%0.095%
2/14/2025Stifel Financial Corp9,109$545K0.0%N/A0.040%
2/14/2025State of Tennessee Department of Treasury12,382$741K0.0%+112.6%0.054%
2/14/2025Tower Research Capital LLC TRC12,219$731K0.0%+63.2%0.053%
2/14/2025MetLife Investment Management LLC13,807$826K0.0%+6.0%0.060%
2/14/2025Natixis39,700$2.38M0.0%N/A0.174%
2/14/2025Dimensional Fund Advisors LP1,084,426$64.88M0.0%-0.6%4.744%
2/14/2025First Trust Advisors LP69,856$4.18M0.0%+111.3%0.306%
2/13/2025Canada Pension Plan Investment Board500$30K0.0%+66.7%0.002%
2/13/2025Medina Value Partners LLC318,463$19.05M7.8%+303.8%1.393%
2/13/2025Bridgewater Associates LP4,325$259K0.0%-71.3%0.019%
2/13/2025Barclays PLC44,779$2.68M0.0%+2.0%0.196%
2/13/2025Cooper Creek Partners Management LLC689,416$41.25M1.3%N/A3.016%
2/13/2025Sterling Capital Management LLC718$43K0.0%+844.7%0.003%
2/13/2025LSV Asset Management2,800$168K0.0%N/A0.012%
2/13/2025Raymond James Financial Inc.56,270$3.37M0.0%N/A0.246%
2/13/2025Legal & General Group Plc64,198$3.84M0.0%-1.9%0.281%
2/13/2025Invesco Ltd.91,447$5.47M0.0%+33.8%0.400%
2/13/2025Bank of Montreal Can25,672$1.54M0.0%+50.5%0.112%
2/13/2025FMR LLC2,679,872$160.34M0.0%-7.0%11.723%
2/13/2025Federated Hermes Inc.5,419$324K0.0%-53.5%0.024%
2/13/2025 Envestnet Asset Management Inc.123,912$7.41M0.0%+142.8%0.542%
2/13/2025Dynamic Technology Lab Private Ltd13,460$806K0.1%N/A0.059%
2/13/2025Wells Fargo & Company MN92,846$5.56M0.0%+31.3%0.406%
2/12/2025Villanova Investment Management Co LLC22,123$1.32M1.2%+10.8%0.097%
2/12/2025Headlands Technologies LLC4,743$284K0.0%+148.7%0.021%
2/12/2025Geode Capital Management LLC534,565$31.99M0.0%-0.2%2.338%
2/12/2025Franklin Resources Inc.72,367$4.33M0.0%+604.0%0.317%
2/12/2025Wellington Management Group LLP239,857$14.35M0.0%-1.0%1.049%
2/12/2025Clearbridge Investments LLC203,317$12.16M0.0%-1.2%0.889%
2/12/2025Arrowstreet Capital Limited Partnership646,746$38.70M0.0%+446.0%2.829%
2/12/2025Pacific Ridge Capital Partners LLC10,230$612K0.1%+87.5%0.045%
2/12/2025JPMorgan Chase & Co.90,080$5.39M0.0%+7.4%0.394%
2/12/2025WINTON GROUP Ltd29,149$1.74M0.1%-48.9%0.128%
2/11/2025Corebridge Financial Inc.12,134$726K0.0%-7.2%0.053%
2/11/2025Vanguard Group Inc.2,626,315$157.13M0.0%-0.5%11.489%
2/11/2025LPL Financial LLC46,225$2.77M0.0%-3.4%0.202%
2/11/2025Fox Run Management L.L.C.14,423$863K0.2%N/A0.063%
2/11/2025KLP Kapitalforvaltning AS5,300$317K0.0%N/A0.023%
2/11/2025Sei Investments Co.34,867$2.09M0.0%+20.5%0.153%
2/11/2025American Century Companies Inc.49,293$2.95M0.0%+10.1%0.216%
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2/11/2025Intech Investment Management LLC9,401$562K0.0%-6.9%0.041%
2/10/2025Thrivent Financial for Lutherans17,663$1.06M0.0%-1.4%0.077%
2/10/2025William Blair Investment Management LLC440,851$26.38M0.1%+2.0%1.928%
2/10/2025Royce & Associates LP5,940$355K0.0%N/A0.026%
2/10/2025Swiss National Bank45,000$2.69M0.0%+0.9%0.197%
2/10/2025Connor Clark & Lunn Investment Management Ltd.8,097$484K0.0%N/A0.035%
2/10/2025Avantax Advisory Services Inc.13,428$803K0.0%N/A0.059%
2/7/2025Pzena Investment Management LLC705,711$42.22M0.1%+21.4%3.087%
2/7/2025 Net Worth Advisory Group4,824$289K0.1%-27.7%0.021%
2/7/2025Amundi1,651$97K0.0%+40.9%0.007%
(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, 258 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. ($157.13M), 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 199 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 ($705.71K), Cooper Creek Partners Management LLC ($689.42K), Arrowstreet Capital Limited Partnership ($528.31K), FMR LLC ($475.83K), William Blair Investment Management LLC ($329.38K), and Dimensional Fund Advisors LP ($312.36K).

How much institutional buying is happening at Helen of Troy?

Institutional investors have bought a total of 9,864,372 shares in the last 24 months. This purchase volume represents approximately $749.42M in transactions.

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

Of the 135 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. ($434.64K), and Capital World Investors ($230.50K).

How much institutional selling is happening at Helen of Troy?

Institutional investors have sold a total of 7,272,248 shares in the last 24 months. This volume of shares sold represents approximately $641.87M in transactions.


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This page (NASDAQ:HELE) was last updated on 5/2/2025 by MarketBeat.com Staff
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