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Helen of Troy (HELE) Institutional Ownership

Helen of Troy logo
$65.47
+0.69 (+1.07%)
(As of 11/4/2024 ET)
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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)
$213.26M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$356.40M
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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
10/31/2024 Principal Financial Group Inc.124,834$7.72M0.0%+37.9%0.546%
10/31/2024 M&G PLC188,744$11.70M0.1%N/A0.826%
10/30/2024 Amalgamated Bank6,804$421K0.0%-41.2%0.030%
10/28/2024 Gladstone Institutional Advisory LLC58,318$3.61M0.2%+6.6%0.255%
10/28/2024 US Bancorp DE6,589$408K0.0%-2.9%0.029%
10/25/2024 New York State Teachers Retirement System28,045$1.74M0.0%-6.6%0.123%
10/24/2024 Nisa Investment Advisors LLC5,329$330K0.0%-7.7%0.023%
10/24/2024 State of Alaska Department of Revenue13,018$805K0.0%+395.5%0.057%
10/23/2024 Louisiana State Employees Retirement System11,000$680K0.0%+64.2%0.048%
10/22/2024 Signaturefd LLC991$61K0.0%N/A0.004%
10/21/2024 Evernest Financial Advisors LLC12,531$775K0.2%N/A0.055%
10/19/2024 Allspring Global Investments Holdings LLC91,121$5.64M0.0%-89.6%0.399%
10/18/2024Net Worth Advisory Group6,673$413K0.1%N/A0.029%
10/11/2024 Creative Planning4,034$250K0.0%-92.9%0.018%
10/10/2024 Exchange Traded Concepts LLC5,092$315K0.0%N/A0.022%
10/10/2024 Inspire Investing LLC6,649$411K0.0%+75.5%0.029%
10/7/2024 Azzad Asset Management Inc. ADV29,663$1.84M0.2%-5.8%0.130%
10/5/2024 Handelsbanken Fonder AB7,351$455K0.0%+48.5%0.032%
10/3/2024 SG Americas Securities LLC5,198$321K0.0%+158.3%0.023%
8/26/2024Teachers Retirement System of The State of Kentucky17,218$1.60M0.0%-19.0%0.075%
8/16/2024Systematic Financial Management LP193,869$17.98M0.5%+0.4%0.850%
8/16/2024 Creative Planning56,563$5.25M0.0%-0.4%0.248%
8/16/2024Algert Global LLC8,943$829K0.0%N/A0.039%
8/15/2024Scientech Research LLC5,401$501K0.1%+22.4%0.024%
8/15/2024The Manufacturers Life Insurance Company26,566$2.46M0.0%+1.0%0.116%
8/15/2024Millennium Management LLC32,709$3.03M0.0%+220.5%0.143%
8/15/2024Dark Forest Capital Management LP35,955$3.33M0.6%+54.3%0.158%
8/15/2024Earnest Partners LLC666,256$61.79M0.3%+2.7%2.921%
8/15/2024AQR Capital Management LLC78,155$7.25M0.0%-3.7%0.343%
8/14/2024Marshall Wace LLP51,302$4.76M0.0%+1,178.7%0.225%
8/14/2024Xponance Inc.3,210$298K0.0%-6.4%0.014%
8/14/2024Bank of Montreal Can7,839$779K0.0%+7.9%0.034%
8/14/2024Lombard Odier Asset Management USA Corp3,098$287K0.0%-45.7%0.014%
8/14/2024ProShare Advisors LLC4,310$400K0.0%-20.7%0.019%
8/13/2024Thrivent Financial for Lutherans5,753$534K0.0%-3.3%0.025%
8/13/2024Sei Investments Co.85,229$7.90M0.0%+64.5%0.374%
8/13/2024Public Employees Retirement Association of Colorado88,787$8.23M0.0%-0.3%0.389%
8/12/2024Intech Investment Management LLC5,356$497K0.0%N/A0.023%
8/12/2024 Inspire Investing LLC3,788$351K0.0%+22.8%0.017%
8/12/2024First Eagle Investment Management LLC20,219$1.88M0.0%-75.7%0.089%
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8/12/2024Seven Eight Capital LP14,416$1.34M0.1%N/A0.063%
8/12/2024Mercer Global Advisors Inc. ADV2,915$270K0.0%N/A0.013%
8/12/2024 Amalgamated Bank11,566$1.07M0.0%-7.1%0.051%
8/10/2024Mutual of America Capital Management LLC13,634$1.26M0.0%-3.6%0.060%
8/9/2024Dimensional Fund Advisors LP1,153,414$106.97M0.0%+9.8%5.056%
8/9/2024Massachusetts Financial Services Co. MA322,343$29.89M0.0%-1.8%1.413%
8/8/2024Envestnet Asset Management Inc.51,269$4.76M0.0%-10.2%0.225%
8/8/2024William Blair Investment Management LLC320,779$29.75M0.1%N/A1.406%
8/8/2024Federated Hermes Inc.2,790$259K0.0%-27.8%0.012%
8/8/2024 GHP Investment Advisors Inc.6,742$625K0.0%-21.3%0.030%
8/8/2024Cornercap Investment Counsel Inc.10,324$957K0.2%+12.7%0.045%
8/8/2024American Century Companies Inc.38,401$3.56M0.0%+23.1%0.168%
8/8/2024State of New Jersey Common Pension Fund D18,143$1.68M0.0%-19.4%0.080%
8/7/2024Texas Permanent School Fund Corp23,128$2.15M0.0%+11.3%0.101%
8/6/2024Pier 88 Investment Partners LLC4,445$412K0.1%+92.0%0.019%
8/6/2024 Anchor Capital Advisors LLC10,926$1.01M0.0%+5.8%0.048%
8/5/2024Victory Capital Management Inc.8,393$778K0.0%+13.9%0.037%
8/2/2024Cooke & Bieler LP1,913,566$177.46M1.7%+1.9%8.389%
8/1/2024Rhumbline Advisers87,555$8.12M0.0%-1.9%0.384%
7/31/2024 nVerses Capital LLC300$28K0.0%N/A0.001%
7/30/2024 Azzad Asset Management Inc. ADV31,487$2.92M0.3%+54.0%0.138%
7/29/2024 Principal Financial Group Inc.90,516$8.39M0.0%-8.5%0.397%
7/26/2024 Allspring Global Investments Holdings LLC878,344$81.46M0.1%-4.5%3.851%
7/26/2024Verdence Capital Advisors LLC2,917$271K0.0%N/A0.013%
7/26/2024Bank of New York Mellon Corp222,926$20.67M0.0%-4.2%0.977%
7/24/2024Retirement Systems of Alabama29,387$2.73M0.0%-1.4%0.129%
7/16/2024 Wealth Enhancement Advisory Services LLC2,787$258K0.0%-89.7%0.012%
7/12/2024 SG Americas Securities LLC2,012$187K0.0%-10.1%0.009%
7/12/2024 QRG Capital Management Inc.3,113$289K0.0%N/A0.014%
7/10/2024 CWM LLC280$26K0.0%+374.6%0.001%
5/28/2024Teachers Retirement System of The State of Kentucky21,248$2.45M0.0%-28.5%0.089%
5/20/2024Virtu Financial LLC7,075$815K0.1%N/A0.030%
5/16/2024California State Teachers Retirement System23,754$2.74M0.0%-5.2%0.100%
5/16/2024Kennedy Capital Management LLC87,701$10.11M0.2%+58.4%0.368%
5/16/2024Bayesian Capital Management LP6,025$694K0.1%-10.4%0.025%
5/15/2024Earnest Partners LLC648,515$74.74M0.3%+10.9%2.724%
5/15/2024Public Employees Retirement Association of Colorado89,089$10.27M0.0%-0.9%0.374%
5/15/2024Price T Rowe Associates Inc. MD18,292$2.11M0.0%+4.9%0.077%
5/15/2024Lazard Asset Management LLC54,955$6.33M0.0%-65.0%0.231%
5/15/2024Quadrature Capital Ltd2,286$263K0.0%N/A0.010%
5/14/2024Capital World Investors600,000$69.14M0.0%-12.4%2.520%
5/14/2024Capital Research Global Investors1,086,151$125.17M0.0%-38.3%4.562%
5/14/2024Capital International Investors360,102$41.50M0.0%+14.2%1.512%
5/14/2024EntryPoint Capital LLC3,037$350K0.3%+244.3%0.013%
5/14/2024MQS Management LLC2,222$256K0.1%N/A0.009%
5/14/2024American International Group Inc.42,965$4.95M0.0%-1.7%0.180%
5/13/2024Bessemer Group Inc.576$67K0.0%+153.7%0.002%
5/10/2024Ontario Teachers Pension Plan Board19,112$2.20M0.0%+24.0%0.080%
5/9/2024Lord Abbett & CO. LLC197,339$22.74M0.1%-2.4%0.829%
5/9/2024First Eagle Investment Management LLC83,219$9.59M0.0%+4.6%0.350%
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5/9/2024State Board of Administration of Florida Retirement System6,612$762K0.0%-3.8%0.028%
5/8/2024Entropy Technologies LP2,078$239K0.0%N/A0.009%
5/8/2024ProShare Advisors LLC5,434$626K0.0%+4.7%0.023%
5/8/2024 US Bancorp DE9,799$1.13M0.0%-24.9%0.041%
5/8/2024Russell Investments Group Ltd.40,262$4.64M0.0%+1.7%0.169%
5/8/2024Headlands Technologies LLC1,743$201K0.0%N/A0.007%
5/7/2024Meeder Asset Management Inc.5,027$579K0.0%N/A0.021%
5/7/2024Sei Investments Co.51,801$5.97M0.0%-20.5%0.218%
5/7/2024Mitsubishi UFJ Asset Management UK Ltd.9,000$1.04M0.5%+12.5%0.038%
5/7/2024Oppenheimer Asset Management Inc.11,271$1.30M0.0%+1.8%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, 226 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 ($177.46M), Capital Research Global Investors ($125.17M), JPMorgan Chase & Co. ($118.30M), and Dimensional Fund Advisors LP ($106.97M).Learn more on HELE's institutional investors.

Which institutional investors have been buying Helen of Troy stock?

Of the 173 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 ($585.32K), Cooke & Bieler LP ($521.91K), FMR LLC ($475.83K), William Blair Investment Management LLC ($320.78K), Dimensional Fund Advisors LP ($312.36K), Norges Bank ($226.64K), and M&G PLC ($188.74K).

How much institutional buying is happening at Helen of Troy?

Institutional investors have bought a total of 5,520,531 shares in the last 24 months. This purchase volume represents approximately $574.80M in transactions.

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

Of the 126 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 ($1.15M), Capital Research Global Investors ($674.88K), JPMorgan Chase & Co. ($479.67K), Victory Capital Management Inc. ($432.47K), FMR LLC ($330.06K), Capital World Investors ($230.50K), and Lazard Asset Management LLC ($194.79K).

How much institutional selling is happening at Helen of Troy?

Institutional investors have sold a total of 5,094,501 shares in the last 24 months. This volume of shares sold represents approximately $528.51M in transactions.


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This page (NASDAQ:HELE) was last updated on 11/5/2024 by MarketBeat.com Staff
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