Helen of Troy (HELE) Institutional Ownership

$58.98

+3.60 (+6.50%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 102
Total Institutional Inflows (last 12 months): $225.37M

Number of Institutional Sellers (last 12 months): 92
Total Institutional Outflows (last 12 months): $392.69M

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HELE Institutional Buying and Selling by Quarter

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Helen of Troy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	878,344	$81.46M	0.1%	-4.5%	3.851%
7/26/2024	Verdence Capital Advisors LLC	2,917	$271K	0.0%	N/A	0.013%
7/26/2024	Bank of New York Mellon Corp	222,926	$20.67M	0.0%	-4.2%	0.977%
7/24/2024	Retirement Systems of Alabama	29,387	$2.73M	0.0%	-1.4%	0.129%
7/16/2024	Wealth Enhancement Advisory Services LLC	2,787	$258K	0.0%	-89.7%	0.012%
7/12/2024	SG Americas Securities LLC	2,012	$187K	0.0%	-10.1%	0.009%
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7/12/2024	QRG Capital Management Inc.	3,113	$289K	0.0%	N/A	0.014%
7/10/2024	CWM LLC	280	$26K	0.0%	+374.6%	0.001%
5/28/2024	Teachers Retirement System of The State of Kentucky	21,248	$2.45M	0.0%	-28.5%	0.089%
5/20/2024	Virtu Financial LLC	7,075	$815K	0.1%	N/A	0.030%
5/16/2024	California State Teachers Retirement System	23,754	$2.74M	0.0%	-5.2%	0.100%
5/16/2024	Kennedy Capital Management LLC	87,701	$10.11M	0.2%	+58.4%	0.368%
5/16/2024	Bayesian Capital Management LP	6,025	$694K	0.1%	-10.4%	0.025%
5/15/2024	Earnest Partners LLC	648,515	$74.74M	0.3%	+10.9%	2.724%
5/15/2024	Public Employees Retirement Association of Colorado	89,089	$10.27M	0.0%	-0.9%	0.374%
5/15/2024	Price T Rowe Associates Inc. MD	18,292	$2.11M	0.0%	+4.9%	0.077%
5/15/2024	Lazard Asset Management LLC	54,955	$6.33M	0.0%	-65.0%	0.231%
5/15/2024	Quadrature Capital Ltd	2,286	$263K	0.0%	N/A	0.010%
5/14/2024	Capital World Investors	600,000	$69.14M	0.0%	-12.4%	2.520%
5/14/2024	Capital Research Global Investors	1,086,151	$125.17M	0.0%	-38.3%	4.562%
5/14/2024	Capital International Investors	360,102	$41.50M	0.0%	+14.2%	1.512%
5/14/2024	EntryPoint Capital LLC	3,037	$350K	0.3%	+244.3%	0.013%
5/14/2024	MQS Management LLC	2,222	$256K	0.1%	N/A	0.009%
5/14/2024	American International Group Inc.	42,965	$4.95M	0.0%	-1.7%	0.180%
5/13/2024	Bessemer Group Inc.	576	$67K	0.0%	+153.7%	0.002%
5/10/2024	Ontario Teachers Pension Plan Board	19,112	$2.20M	0.0%	+24.0%	0.080%
5/9/2024	Lord Abbett & CO. LLC	197,339	$22.74M	0.1%	-2.4%	0.829%
5/9/2024	First Eagle Investment Management LLC	83,219	$9.59M	0.0%	+4.6%	0.350%
5/9/2024	State Board of Administration of Florida Retirement System	6,612	$762K	0.0%	-3.8%	0.028%
5/8/2024	Entropy Technologies LP	2,078	$239K	0.0%	N/A	0.009%
5/8/2024	ProShare Advisors LLC	5,434	$626K	0.0%	+4.7%	0.023%
5/8/2024	US Bancorp DE	9,799	$1.13M	0.0%	-24.9%	0.041%
5/8/2024	Russell Investments Group Ltd.	40,262	$4.64M	0.0%	+1.7%	0.169%
5/8/2024	Headlands Technologies LLC	1,743	$201K	0.0%	N/A	0.007%
5/7/2024	Meeder Asset Management Inc.	5,027	$579K	0.0%	N/A	0.021%
5/7/2024	Sei Investments Co.	51,801	$5.97M	0.0%	-20.5%	0.218%
5/7/2024	Mitsubishi UFJ Asset Management UK Ltd.	9,000	$1.04M	0.5%	+12.5%	0.038%
5/7/2024	Oppenheimer Asset Management Inc.	11,271	$1.30M	0.0%	+1.8%	0.047%
5/7/2024	SG Americas Securities LLC	2,239	$258K	0.0%	+5.3%	0.009%
5/6/2024	Quantbot Technologies LP	20,156	$2.32M	0.1%	+60.8%	0.085%
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5/6/2024	Texas Permanent School Fund Corp	20,782	$2.40M	0.0%	+1.4%	0.087%
5/2/2024	Mutual of America Capital Management LLC	14,149	$1.63M	0.0%	-3.6%	0.059%
5/1/2024	BNP Paribas Financial Markets	14,982	$1.73M	0.0%	+42.0%	0.063%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	10,349	$1.19M	0.0%	-11.3%	0.043%
4/30/2024	Hazlett Burt & Watson Inc.	1,540	$177K	0.1%	-7.8%	0.006%
4/29/2024	Principal Financial Group Inc.	98,942	$11.40M	0.0%	-1.8%	0.416%
4/26/2024	Yousif Capital Management LLC	10,820	$1.25M	0.0%	-2.5%	0.046%
4/26/2024	YHB Investment Advisors Inc.	250	$29K	0.0%	N/A	0.001%
4/26/2024	Peregrine Capital Management LLC	47,243	$5.44M	0.2%	-5.7%	0.199%
4/23/2024	Louisiana State Employees Retirement System	6,800	$784K	0.0%	+1.5%	0.029%
4/19/2024	Azzad Asset Management Inc. ADV	20,449	$2.36M	0.3%	+1.9%	0.086%
4/18/2024	Allspring Global Investments Holdings LLC	920,098	$106.03M	0.2%	+1.5%	3.864%
4/18/2024	AlphaMark Advisors LLC	2,520	$290K	0.1%	+11.5%	0.011%
4/13/2024	ARGA Investment Management LP	1,893	$218K	0.0%	N/A	0.008%
4/5/2024	NBC Securities Inc.	2,021	$232K	0.0%	-6.0%	0.009%
3/27/2024	Nomura Holdings Inc.	5,900	$713K	0.0%	N/A	0.025%
3/11/2024	Vanguard Group Inc.	2,403,637	$290.38M	0.0%	-0.2%	10.121%
3/5/2024	Fisher Asset Management LLC	419,143	$50.64M	0.0%	-14.8%	1.765%
3/5/2024	Wellington Management Group LLP	85,923	$10.38M	0.0%	+0.7%	0.362%
3/1/2024	Goldman Sachs Group Inc.	257,050	$31.05M	0.0%	-6.8%	1.082%
2/28/2024	American International Group Inc.	43,705	$5.28M	0.0%	-4.5%	0.184%
2/26/2024	Teachers Retirement System of The State of Kentucky	29,731	$3.59M	0.0%	+3.6%	0.125%
2/20/2024	Polen Capital Management LLC	20,112	$2.43M	0.0%	-8.9%	0.085%
2/14/2024	Capital Fund Management S.A.	71,048	$8.58M	0.0%	N/A	0.299%
2/14/2024	Seven Eight Capital LP	4,025	$486K	0.1%	N/A	0.017%
2/13/2024	Public Employees Retirement Association of Colorado	89,940	$10.87M	0.0%	+1,351.6%	0.379%
2/13/2024	Capital World Investors	685,000	$82.76M	0.0%	-17.5%	2.884%
2/13/2024	Capital Research Global Investors	1,761,029	$212.75M	0.1%	+6.9%	7.415%
2/13/2024	Hudson Edge Investment Partners Inc.	2,639	$319K	0.1%	-3.2%	0.011%
2/13/2024	Campbell & CO Investment Adviser LLC	5,261	$636K	0.1%	-64.7%	0.022%
2/13/2024	Polen Capital Management LLC	20,112	$2.43M	0.0%	-8.9%	0.085%
2/12/2024	Evoke Wealth LLC	3,408	$412K	0.0%	N/A	0.014%
2/12/2024	Connable Office Inc.	2,743	$331K	0.0%	+40.3%	0.012%
2/12/2024	Pier 88 Investment Partners LLC	2,315	$280K	0.1%	-68.2%	0.010%
2/9/2024	Orion Portfolio Solutions LLC	5,304	$643K	0.0%	+18.8%	0.022%
2/9/2024	US Bancorp DE	13,040	$1.58M	0.0%	-2.9%	0.055%
2/9/2024	Ontario Teachers Pension Plan Board	15,409	$1.86M	0.0%	+394.5%	0.065%
2/9/2024	GW&K Investment Management LLC	196,506	$23.74M	0.2%	-7.4%	0.827%
2/9/2024	Gladstone Institutional Advisory LLC	37,562	$4.54M	0.3%	-6.4%	0.158%
2/9/2024	Norges Bank	226,637	$27.38M	0.0%	N/A	0.954%
2/8/2024	First Eagle Investment Management LLC	79,539	$9.61M	0.0%	+56.6%	0.335%
2/8/2024	Vanguard Personalized Indexing Management LLC	2,088	$252K	0.0%	N/A	0.009%
2/8/2024	Massachusetts Financial Services Co. MA	329,375	$39.79M	0.0%	-2.7%	1.387%
2/7/2024	Principal Financial Group Inc.	100,753	$12.17M	0.0%	+1.3%	0.424%
2/7/2024	Dimensional Fund Advisors LP	1,042,755	$125.98M	0.0%	-2.3%	4.391%
2/7/2024	BNP Paribas Financial Markets	10,551	$1.28M	0.0%	-2.4%	0.044%
2/7/2024	Teacher Retirement System of Texas	2,730	$330K	0.0%	-23.7%	0.011%
2/7/2024	Versor Investments LP	4,820	$582K	0.1%	N/A	0.020%
2/6/2024	Charles Schwab Investment Management Inc.	334,843	$40.45M	0.0%	+0.1%	1.410%
2/6/2024	M&T Bank Corp	18,378	$2.22M	0.0%	+14.8%	0.077%
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2/6/2024	Swiss National Bank	46,800	$5.65M	0.0%	-11.7%	0.197%
2/6/2024	Fisher Asset Management LLC	419,053	$50.63M	0.0%	-14.8%	1.764%
2/5/2024	Victory Capital Management Inc.	6,936	$838K	0.0%	-97.2%	0.029%
2/5/2024	Anchor Capital Advisors LLC	10,376	$1.25M	0.0%	+18.8%	0.044%
2/5/2024	Retirement Systems of Alabama	29,737	$3.59M	0.0%	-1.2%	0.125%
2/5/2024	Russell Investments Group Ltd.	39,578	$4.78M	0.0%	+14.1%	0.167%
2/2/2024	State of New Jersey Common Pension Fund D	24,100	$2.91M	0.0%	+21.1%	0.101%
2/1/2024	Yousif Capital Management LLC	11,099	$1.34M	0.0%	-1.1%	0.047%
2/1/2024	New York State Common Retirement Fund	9,500	$1.15M	0.0%	-1.5%	0.040%
2/1/2024	California Public Employees Retirement System	41,604	$5.03M	0.0%	+14.6%	0.175%

(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, 235 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 184 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: Earnest Partners LLC ($567.58K), Cooke & Bieler LP ($485.81K), 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 5,085,259 shares in the last 24 months. This purchase volume represents approximately $563.37M in transactions.

Which Helen of Troy major shareholders have been selling company stock?: Of the 133 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 ($364.19K), 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 5,176,431 shares in the last 24 months. This volume of shares sold represents approximately $632.24M in transactions.