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Helen of Troy (HELE) Institutional Ownership

$104.78
+1.24 (+1.20%)
(As of 05/24/2024 04:00 PM ET)

Institutional Ownership Changes (13F Filings) for Helen of Troy (NASDAQ:HELE)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$226.87M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$410.41M
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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
5/20/2024 Virtu Financial LLC7,075$815K0.1%N/A0.030%
5/16/2024 California State Teachers Retirement System23,754$2.74M0.0%-5.2%0.100%
5/16/2024 Kennedy Capital Management LLC87,701$10.11M0.2%+58.4%0.368%
5/16/2024 Bayesian Capital Management LP6,025$694K0.1%-10.4%0.025%
5/15/2024 Earnest Partners LLC648,515$74.74M0.3%+10.9%2.724%
5/15/2024 Public Employees Retirement Association of Colorado89,089$10.27M0.0%-0.9%0.374%
5/15/2024 Price T Rowe Associates Inc. MD18,292$2.11M0.0%+4.9%0.077%
5/15/2024 Lazard Asset Management LLC54,955$6.33M0.0%-65.0%0.231%
5/15/2024 Quadrature Capital Ltd2,286$263K0.0%N/A0.010%
5/14/2024 Capital World Investors600,000$69.14M0.0%-12.4%2.520%
5/14/2024 Capital Research Global Investors1,086,151$125.17M0.0%-38.3%4.562%
5/14/2024 Capital International Investors360,102$41.50M0.0%+14.2%1.512%
5/14/2024 EntryPoint Capital LLC3,037$350K0.3%+244.3%0.013%
5/14/2024 MQS Management LLC2,222$256K0.1%N/A0.009%
5/14/2024 American International Group Inc.42,965$4.95M0.0%-1.7%0.180%
5/13/2024 Bessemer Group Inc.576$67K0.0%+153.7%0.002%
5/10/2024 Ontario Teachers Pension Plan Board19,112$2.20M0.0%+24.0%0.080%
5/9/2024 Lord Abbett & CO. LLC197,339$22.74M0.1%-2.4%0.829%
5/9/2024 First Eagle Investment Management LLC83,219$9.59M0.0%+4.6%0.350%
5/9/2024 State Board of Administration of Florida Retirement System6,612$762K0.0%-3.8%0.028%
5/8/2024 Entropy Technologies LP2,078$239K0.0%N/A0.009%
5/8/2024 ProShare Advisors LLC5,434$626K0.0%+4.7%0.023%
5/8/2024 US Bancorp DE9,799$1.13M0.0%-24.9%0.041%
5/8/2024 Russell Investments Group Ltd.40,262$4.64M0.0%+1.7%0.169%
5/8/2024 Headlands Technologies LLC1,743$201K0.0%N/A0.007%
5/7/2024 Meeder Asset Management Inc.5,027$579K0.0%N/A0.021%
5/7/2024 Sei Investments Co.51,801$5.97M0.0%-20.5%0.218%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.9,000$1.04M0.5%+12.5%0.038%
5/7/2024 Oppenheimer Asset Management Inc.11,271$1.30M0.0%+1.8%0.047%
5/7/2024 SG Americas Securities LLC2,239$258K0.0%+5.3%0.009%
5/6/2024 Quantbot Technologies LP20,156$2.32M0.1%+60.8%0.085%
5/6/2024 Texas Permanent School Fund Corp20,782$2.40M0.0%+1.4%0.087%
5/2/2024 Mutual of America Capital Management LLC14,149$1.63M0.0%-3.6%0.059%
5/1/2024 BNP Paribas Financial Markets14,982$1.73M0.0%+42.0%0.063%
5/1/2024 Mirae Asset Global Investments Co. Ltd.10,349$1.19M0.0%-11.3%0.043%
4/30/2024 Hazlett Burt & Watson Inc.1,540$177K0.1%-7.8%0.006%
4/29/2024 Principal Financial Group Inc.98,942$11.40M0.0%-1.8%0.416%
4/26/2024 Yousif Capital Management LLC10,820$1.25M0.0%-2.5%0.046%
4/26/2024 YHB Investment Advisors Inc.250$29K0.0%N/A0.001%
4/26/2024 Peregrine Capital Management LLC47,243$5.44M0.2%-5.7%0.199%
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4/23/2024 Louisiana State Employees Retirement System6,800$784K0.0%+1.5%0.029%
4/19/2024 Azzad Asset Management Inc. ADV20,449$2.36M0.3%+1.9%0.086%
4/18/2024 Allspring Global Investments Holdings LLC920,098$106.03M0.2%+1.5%3.864%
4/18/2024 AlphaMark Advisors LLC2,520$290K0.1%+11.5%0.011%
4/13/2024 ARGA Investment Management LP1,893$218K0.0%N/A0.008%
4/5/2024 NBC Securities Inc.2,021$232K0.0%-6.0%0.009%
3/27/2024 Nomura Holdings Inc.5,900$713K0.0%N/A0.025%
3/11/2024 Vanguard Group Inc.2,403,637$290.38M0.0%-0.2%10.121%
3/5/2024 Fisher Asset Management LLC419,143$50.64M0.0%-14.8%1.765%
3/5/2024 Wellington Management Group LLP85,923$10.38M0.0%+0.7%0.362%
3/1/2024 Goldman Sachs Group Inc.257,050$31.05M0.0%-6.8%1.082%
2/28/2024 American International Group Inc.43,705$5.28M0.0%-4.5%0.184%
2/26/2024Teachers Retirement System of The State of Kentucky29,731$3.59M0.0%+3.6%0.125%
2/20/2024 Polen Capital Management LLC20,112$2.43M0.0%-8.9%0.085%
2/14/2024 Capital Fund Management S.A.71,048$8.58M0.0%N/A0.299%
2/14/2024 Seven Eight Capital LP4,025$486K0.1%N/A0.017%
2/13/2024 Public Employees Retirement Association of Colorado89,940$10.87M0.0%+1,351.6%0.379%
2/13/2024 Capital World Investors685,000$82.76M0.0%-17.5%2.884%
2/13/2024 Capital Research Global Investors1,761,029$212.75M0.1%+6.9%7.415%
2/13/2024 Hudson Edge Investment Partners Inc.2,639$319K0.1%-3.2%0.011%
2/13/2024 Campbell & CO Investment Adviser LLC5,261$636K0.1%-64.7%0.022%
2/13/2024 Polen Capital Management LLC20,112$2.43M0.0%-8.9%0.085%
2/12/2024 Evoke Wealth LLC3,408$412K0.0%N/A0.014%
2/12/2024 Connable Office Inc.2,743$331K0.0%+40.3%0.012%
2/12/2024 Pier 88 Investment Partners LLC2,315$280K0.1%-68.2%0.010%
2/9/2024 Orion Portfolio Solutions LLC5,304$643K0.0%+18.8%0.022%
2/9/2024 US Bancorp DE13,040$1.58M0.0%-2.9%0.055%
2/9/2024 Ontario Teachers Pension Plan Board15,409$1.86M0.0%+394.5%0.065%
2/9/2024 GW&K Investment Management LLC196,506$23.74M0.2%-7.4%0.827%
2/9/2024 Gladstone Institutional Advisory LLC37,562$4.54M0.3%-6.4%0.158%
2/9/2024 Norges Bank226,637$27.38M0.0%N/A0.954%
2/8/2024 First Eagle Investment Management LLC79,539$9.61M0.0%+56.6%0.335%
2/8/2024 Vanguard Personalized Indexing Management LLC2,088$252K0.0%N/A0.009%
2/8/2024 Massachusetts Financial Services Co. MA329,375$39.79M0.0%-2.7%1.387%
2/7/2024 Principal Financial Group Inc.100,753$12.17M0.0%+1.3%0.424%
2/7/2024 Dimensional Fund Advisors LP1,042,755$125.98M0.0%-2.3%4.391%
2/7/2024 BNP Paribas Financial Markets10,551$1.28M0.0%-2.4%0.044%
2/7/2024 Teacher Retirement System of Texas2,730$330K0.0%-23.7%0.011%
2/7/2024 Versor Investments LP4,820$582K0.1%N/A0.020%
2/6/2024 Charles Schwab Investment Management Inc.334,843$40.45M0.0%+0.1%1.410%
2/6/2024 M&T Bank Corp18,378$2.22M0.0%+14.8%0.077%
2/6/2024 Swiss National Bank46,800$5.65M0.0%-11.7%0.197%
2/6/2024 Fisher Asset Management LLC419,053$50.63M0.0%-14.8%1.764%
2/5/2024 Victory Capital Management Inc.6,936$838K0.0%-97.2%0.029%
2/5/2024 Anchor Capital Advisors LLC10,376$1.25M0.0%+18.8%0.044%
2/5/2024 Retirement Systems of Alabama29,737$3.59M0.0%-1.2%0.125%
2/5/2024 Russell Investments Group Ltd.39,578$4.78M0.0%+14.1%0.167%
2/2/2024 State of New Jersey Common Pension Fund D24,100$2.91M0.0%+21.1%0.101%
2/1/2024 Yousif Capital Management LLC11,099$1.34M0.0%-1.1%0.047%
2/1/2024 New York State Common Retirement Fund9,500$1.15M0.0%-1.5%0.040%
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2/1/2024 California Public Employees Retirement System41,604$5.03M0.0%+14.6%0.175%
2/1/2024 Handelsbanken Fonder AB4,951$598K0.0%+43.5%0.021%
1/31/2024 Cooke & Bieler LP1,998,725$241.47M2.1%-1.5%8.416%
1/31/2024 Federated Hermes Inc.3,037$367K0.0%-4.1%0.013%
1/30/2024 Cornercap Investment Counsel Inc.9,147$1.11M0.2%N/A0.039%
1/30/2024 Strs Ohio500$60K0.0%-37.5%0.002%
1/29/2024 Louisiana State Employees Retirement System6,700$809K0.0%N/A0.028%
1/26/2024 Mutual of America Capital Management LLC14,678$1.77M0.0%-6.3%0.062%
1/26/2024 GHP Investment Advisors Inc.10,229$1.24M0.1%-10.8%0.043%
1/26/2024 Peregrine Capital Management LLC50,088$6.05M0.2%-24.8%0.211%
(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, 237 institutional investors and hedge funds held shares of Helen of Troy. The most heavily invested institutionals were FMR LLC ($357.62M), Vanguard Group Inc. ($290.38M), BlackRock Inc. ($245.63M), Cooke & Bieler LP ($241.47M), Dimensional Fund Advisors LP ($125.98M), Capital Research Global Investors ($125.17M), and JPMorgan Chase & Co. ($118.30M).Learn more on HELE's institutional investors.

Which institutional investors have been buying Helen of Troy stock?

Of the 185 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: Cooke & Bieler LP ($587.29K), Earnest Partners LLC ($567.58K), FMR LLC ($475.83K), Norges Bank ($226.64K), Dimensional Fund Advisors LP ($209.59K), Allspring Global Investments Holdings LLC ($177.49K), and Victory Capital Management Inc. ($158.55K).

How much institutional buying is happening at Helen of Troy?

Institutional investors have bought a total of 5,187,550 shares in the last 24 months. This purchase volume represents approximately $580.42M in transactions.

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

Of the 137 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: JPMorgan Chase & Co. ($812.19K), Capital Research Global Investors ($674.88K), Victory Capital Management Inc. ($432.89K), William Blair Investment Management LLC ($417.28K), Allspring Global Investments Holdings LLC ($368.30K), FMR LLC ($334.08K), and Capital World Investors ($230.50K).

How much institutional selling is happening at Helen of Troy?

Institutional investors have sold a total of 5,165,393 shares in the last 24 months. This volume of shares sold represents approximately $636.56M in transactions.


This page (NASDAQ:HELE) was last updated on 5/27/2024 by MarketBeat.com Staff

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