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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)
102
Total
Institutional Inflows
(last 12 months)
$269.62M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$315.01M
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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
4/30/2024 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%
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%
3/27/2024Nomura 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%
2/14/2024Capital Fund Management S.A.71,048$8.58M0.0%N/A0.299%
2/14/2024Seven Eight Capital LP4,025$486K0.1%N/A0.017%
2/13/2024Public Employees Retirement Association of Colorado89,940$10.87M0.0%+1,351.6%0.379%
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%
2/13/2024Hudson Edge Investment Partners Inc.2,639$319K0.1%-3.2%0.011%
2/13/2024Campbell & CO Investment Adviser LLC5,261$636K0.1%-64.7%0.022%
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%
2/9/2024Orion 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%
2/9/2024Norges 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%
2/7/2024 Principal Financial Group Inc.100,753$12.17M0.0%+1.3%0.424%
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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%
2/1/2024 Yousif 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%
1/29/2024 Louisiana State Employees Retirement System6,700$809K0.0%N/A0.028%
1/26/2024Mutual 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%
1/26/2024Moody Aldrich Partners LLC52,729$6.37M1.1%+5.1%0.222%
1/25/2024 Allspring 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%
1/24/2024 New 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%
1/19/2024 AlphaMark Advisors LLC2,260$273K0.1%+20.2%0.010%
1/19/2024 State of Alaska Department of Revenue2,627$317K0.0%-9.0%0.011%
1/18/2024 Strong Tower Advisory Services2,368$286K0.1%+8.7%0.010%
1/16/2024Pacer Advisors Inc.3,562$430K0.0%+73.9%0.015%
1/16/2024 Raymond James Financial Services Advisors Inc.1,908$231K0.0%-63.1%0.008%
1/16/2024 Raymond James & Associates3,336$403K0.0%+15.2%0.014%
12/18/2023Vanguard Group Inc.2,408,664$280.75M0.0%+0.7%10.146%
12/13/2023Teachers Retirement System of The State of Kentucky28,705$3.35M0.0%+16.0%0.121%
12/6/2023Citigroup Inc.738$86K0.0%-91.4%0.003%
12/1/2023Wellington Management Group LLP85,303$9.94M0.0%+13.7%0.359%
11/22/2023Graham Capital Management L.P.10,694$1.25M0.0%+73.5%0.045%
11/16/2023Creative Planning78,159$9.11M0.0%-4.6%0.329%
11/16/2023Tudor Investment Corp Et Al24,021$2.80M0.0%-31.4%0.101%
11/15/2023JPMorgan Chase & Co.1,014,898$118.30M0.0%-7.6%4.275%
11/15/2023Kennedy Capital Management LLC7,556$881K0.0%-90.9%0.032%
11/15/2023Earnest Partners LLC610,136$71.12M0.4%-4.1%2.570%
11/15/2023Advantage Alpha Capital Partners LP19,551$2.28M0.5%-43.7%0.082%
11/15/2023Glenmede Trust Co. NA5,846$681K0.0%-6.8%0.025%
11/15/2023AQR Capital Management LLC81,296$9.48M0.0%-24.1%0.342%
11/14/2023Quadrature Capital Ltd16,633$1.94M0.0%N/A0.070%
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11/14/2023Lazard Asset Management LLC157,892$18.40M0.0%-37.0%0.665%
11/14/2023Gotham Asset Management LLC33,645$3.92M0.1%+127.7%0.142%
11/14/2023California State Teachers Retirement System26,627$3.10M0.0%-8.6%0.112%
11/14/2023Trexquant Investment LP11,205$1.31M0.0%+482.7%0.047%
11/13/2023Northern Trust Corp329,849$38.45M0.0%+8.9%1.389%
11/13/2023Federated Hermes Inc.3,166$369K0.0%+74.5%0.013%
11/13/2023Ontario Teachers Pension Plan Board3,116$363K0.0%N/A0.013%
11/13/2023Fuller & Thaler Asset Management Inc.198,124$23.09M0.1%+16.6%0.835%
11/13/2023Dark Forest Capital Management LP35,144$4.10M0.3%+43.1%0.148%
11/13/2023Nierenberg Investment Management Company Inc.11,080$1.29M0.9%-15.3%0.047%
(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, 240 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), Capital Research Global Investors ($212.75M), Dimensional Fund Advisors LP ($125.98M), 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 187 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), Earnest Partners LLC ($503.99K), 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 5,340,128 shares in the last 24 months. This purchase volume represents approximately $625.32M in transactions.

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

Of the 142 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 4,459,788 shares in the last 24 months. This volume of shares sold represents approximately $569.94M in transactions.


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This page (NASDAQ:HELE) was last updated on 5/1/2024 by MarketBeat.com Staff

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