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BABA   68.88 (+0.00%)
T   16.28 (-0.31%)
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MU   108.10 (-3.42%)
GE   150.83 (-1.38%)
CGC   7.78 (-0.64%)
DIS   111.89 (-0.48%)
AMC   3.10 (+6.16%)
PFE   25.73 (+1.34%)
PYPL   62.09 (-0.02%)
XOM   120.18 (+1.40%)
QQQ   419.50 (-0.92%)
AAPL   165.24 (-1.08%)
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GE   150.83 (-1.38%)
CGC   7.78 (-0.64%)
DIS   111.89 (-0.48%)
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Helen of Troy (HELE) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
150
Total
Institutional Inflows
(last 12 months)
$456.71M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$366.58M
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Skip Chart & View Institutional Buying and Selling Data

HELE Institutional Buying and Selling by Quarter

Helen of Troy Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Azzad Asset Management Inc. ADV20,449$2.36M0.3%+1.9%0.086%
4/18/2024Allspring Global Investments Holdings LLC920,098$106.03M0.2%+1.5%3.874%
4/18/2024AlphaMark 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%
3/27/2024Nomura Holdings Inc.5,900$713K0.0%N/A0.025%
3/11/2024Vanguard Group Inc.2,403,637$290.38M0.0%-0.2%10.121%
3/5/2024Fisher Asset Management LLC419,143$50.64M0.0%-14.8%1.765%
3/5/2024Wellington Management Group LLP85,923$10.38M0.0%+0.7%0.362%
3/1/2024Goldman Sachs Group Inc.257,050$31.05M0.0%-6.8%1.082%
2/28/2024American 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%
2/20/2024Polen Capital Management LLC20,112$2.43M0.0%-8.9%0.085%
2/16/2024Price T Rowe Associates Inc. MD17,444$2.11M0.0%+5.2%0.073%
2/16/2024Oarsman Capital Inc.8,605$1.04M0.3%-7.0%0.036%
2/15/2024Faithward Advisors LLC29,738$3.33M0.7%-2.7%0.125%
2/15/2024Chartwell Investment Partners LLC80,444$9.72M0.3%+39.6%0.339%
2/15/2024Legal & General Group Plc37,235$4.50M0.0%+2.2%0.157%
2/15/2024Vanguard Group Inc.2,403,637$290.38M0.0%-0.2%10.122%
2/15/2024Voloridge Investment Management LLC26,712$3.23M0.0%-7.9%0.112%
2/15/2024Voya Investment Management LLC9,407$1.14M0.0%-1.7%0.040%
2/15/2024Nierenberg Investment Management Company Inc.13,080$1.58M0.9%+18.1%0.055%
2/15/2024Nuveen Asset Management LLC90,295$10.91M0.0%+0.4%0.380%
2/15/2024Price T Rowe Associates Inc. MD17,444$2.11M0.0%+5.2%0.073%
2/15/2024Gotham Asset Management LLC25,275$3.05M0.1%-24.9%0.106%
2/15/2024Bayesian Capital Management LP6,725$812K0.1%N/A0.028%
2/14/2024Royal Bank of Canada6,808$823K0.0%+130.2%0.029%
2/14/2024Pathstone Holdings LLC2,827$342K0.0%N/A0.012%
2/14/2024Creative Planning56,702$6.85M0.0%-27.5%0.239%
2/14/2024Cubist Systematic Strategies LLC3,994$483K0.0%N/A0.017%
2/14/2024Bridgewater Associates LP43,812$5.29M0.0%-11.1%0.185%
2/14/2024Nomura Holdings Inc.5,900$713K0.0%N/A0.025%
2/14/2024Verition Fund Management LLC2,237$270K0.0%-97.6%0.009%
2/14/2024Sei Investments Co.65,176$7.87M0.0%+0.5%0.274%
2/14/2024Capital Fund Management S.A.71,048$8.58M0.0%N/A0.299%
2/14/2024Shell Asset Management Co.1,315$159K0.0%-23.0%0.006%
2/14/2024Seven Eight Capital LP4,025$486K0.1%N/A0.017%
2/13/2024Envestnet Asset Management Inc.50,918$6.15M0.0%+2.2%0.214%
2/13/2024Northern Trust Corp304,616$36.80M0.0%-7.6%1.283%
2/13/2024American International Group Inc.43,705$5.28M0.0%-4.5%0.184%
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2/13/2024Public Employees Retirement Association of Colorado89,940$10.87M0.0%+1,351.6%0.379%
2/13/2024Tower Research Capital LLC TRC 4,613$557K0.0%+291.9%0.019%
2/13/2024Capital World Investors685,000$82.76M0.0%-17.5%2.884%
2/13/2024Capital Research Global Investors1,761,029$212.75M0.1%+6.9%7.415%
2/13/2024First Trust Advisors LP10,446$1.26M0.0%-43.7%0.044%
2/13/2024Goldman Sachs Group Inc.257,050$31.05M0.0%-6.8%1.082%
2/13/2024Hudson Edge Investment Partners Inc.2,639$319K0.1%-3.2%0.011%
2/13/2024The Manufacturers Life Insurance Company 26,736$3.23M0.0%-4.5%0.113%
2/13/2024KBC Group NV404$49K0.0%N/A0.002%
2/13/2024Campbell & CO Investment Adviser LLC5,261$636K0.1%-64.7%0.022%
2/13/2024California State Teachers Retirement System25,062$3.03M0.0%-5.9%0.106%
2/13/2024Polen Capital Management LLC20,112$2.43M0.0%-8.9%0.085%
2/12/2024Evoke Wealth LLC3,408$412K0.0%N/A0.014%
2/12/2024Connable Office Inc.2,743$331K0.0%+40.3%0.012%
2/12/2024Pier 88 Investment Partners LLC2,315$280K0.1%-68.2%0.010%
2/12/2024Hsbc Holdings PLC2,725$330K0.0%N/A0.011%
2/9/2024Advisory Services Network LLC1,071$129K0.0%N/A0.005%
2/9/2024Orion Portfolio Solutions LLC5,304$643K0.0%+18.8%0.022%
2/9/2024US Bancorp DE13,040$1.58M0.0%-2.9%0.055%
2/9/2024Ontario Teachers Pension Plan Board15,409$1.86M0.0%+394.5%0.065%
2/9/2024GW&K Investment Management LLC196,506$23.74M0.2%-7.4%0.827%
2/9/2024Gladstone Institutional Advisory LLC37,562$4.54M0.3%-6.4%0.158%
2/9/2024UBS Group AG13,726$1.66M0.0%+635.2%0.058%
2/9/2024Norges Bank226,637$27.38M0.0%N/A0.954%
2/8/2024First Eagle Investment Management LLC79,539$9.61M0.0%+56.6%0.335%
2/8/2024Vanguard Personalized Indexing Management LLC2,088$252K0.0%N/A0.009%
2/8/2024Massachusetts Financial Services Co. MA329,375$39.79M0.0%-2.7%1.387%
2/7/2024Principal Financial Group Inc.100,753$12.17M0.0%+1.3%0.424%
2/7/2024Dimensional Fund Advisors LP1,042,755$125.98M0.0%-2.3%4.391%
2/7/2024BNP Paribas Financial Markets10,551$1.28M0.0%-2.4%0.044%
2/7/2024Teacher Retirement System of Texas2,730$330K0.0%-23.7%0.011%
2/7/2024Versor Investments LP4,820$582K0.1%N/A0.020%
2/6/2024Charles Schwab Investment Management Inc.334,843$40.45M0.0%+0.1%1.410%
2/6/2024M&T Bank Corp18,378$2.22M0.0%+14.8%0.077%
2/6/2024Swiss National Bank46,800$5.65M0.0%-11.7%0.197%
2/6/2024Fisher Asset Management LLC419,053$50.63M0.0%-14.8%1.764%
2/5/2024Victory Capital Management Inc.6,936$838K0.0%-97.2%0.029%
2/5/2024Anchor Capital Advisors LLC10,376$1.25M0.0%+18.8%0.044%
2/5/2024Retirement Systems of Alabama29,737$3.59M0.0%-1.2%0.125%
2/5/2024Russell Investments Group Ltd.39,578$4.78M0.0%+14.1%0.167%
2/2/2024State of New Jersey Common Pension Fund D24,100$2.91M0.0%+21.1%0.101%
2/1/2024Yousif Capital Management LLC11,099$1.34M0.0%-1.1%0.047%
2/1/2024New York State Common Retirement Fund9,500$1.15M0.0%-1.5%0.040%
2/1/2024California Public Employees Retirement System41,604$5.03M0.0%+14.6%0.175%
2/1/2024Handelsbanken Fonder AB4,951$598K0.0%+43.5%0.021%
1/31/2024Cooke & Bieler LP1,998,725$241.47M2.1%-1.5%8.416%
1/31/2024Federated Hermes Inc.3,037$367K0.0%-4.1%0.013%
1/30/2024Cornercap Investment Counsel Inc.9,147$1.11M0.2%N/A0.039%
1/30/2024Strs Ohio500$60K0.0%-37.5%0.002%
1/29/2024Louisiana State Employees Retirement System6,700$809K0.0%N/A0.028%
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1/26/2024Mutual of America Capital Management LLC14,678$1.77M0.0%-6.3%0.062%
1/26/2024GHP Investment Advisors Inc.10,229$1.24M0.1%-10.8%0.043%
1/26/2024Peregrine Capital Management LLC50,088$6.05M0.2%-24.8%0.211%
1/26/2024Moody Aldrich Partners LLC52,729$6.37M1.1%+5.1%0.222%
1/25/2024Allspring Global Investments Holdings LLC906,892$109.56M0.2%-1.9%3.819%
1/25/2024Nisa Investment Advisors LLC5,732$692K0.0%-4.2%0.024%
1/24/2024New York State Teachers Retirement System30,537$3.69M0.0%+7.9%0.129%
1/24/2024Arizona State Retirement System6,637$802K0.0%-3.3%0.028%
1/19/2024AlphaMark Advisors LLC2,260$273K0.1%+20.2%0.010%
1/19/2024State of Alaska Department of Revenue2,627$317K0.0%-9.0%0.011%
(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, 302 institutional investors and hedge funds held shares of Helen of Troy. The most heavily invested institutionals were FMR LLC ($357.62M), BlackRock Inc. ($300.98M), Vanguard Group Inc. ($290.38M), Capital International Investors ($277.23M), Cooke & Bieler LP ($241.47M), Capital Research Global Investors ($212.75M), and Dimensional Fund Advisors LP ($125.98M).Learn more on HELE's institutional investors.

Which institutional investors have been buying Helen of Troy stock?

Of the 247 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 ($691.47K), Dimensional Fund Advisors LP ($534.93K), Earnest Partners LLC ($503.99K), FMR LLC ($475.83K), Norges Bank ($432.50K), Renaissance Technologies LLC ($282.51K), and Lazard Asset Management LLC ($219.91K).

How much institutional buying is happening at Helen of Troy?

Institutional investors have bought a total of 8,161,843 shares in the last 24 months. This purchase volume represents approximately $944.28M in transactions.

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

Of the 190 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), Victory Capital Management Inc. ($495.90K), William Blair Investment Management LLC ($434.31K), Allspring Global Investments Holdings LLC ($368.30K), FMR LLC ($334.08K), Earnest Partners LLC ($173.32K), and Fisher Asset Management LLC ($170.16K).

How much institutional selling is happening at Helen of Troy?

Institutional investors have sold a total of 5,452,022 shares in the last 24 months. This volume of shares sold represents approximately $710.92M in transactions.


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This page (NASDAQ:HELE) was last updated on 4/19/2024 by MarketBeat.com Staff

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