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Helen of Troy (HELE) Institutional Ownership

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$61.78 -1.81 (-2.85%)
Closing price 01/31/2025 04:00 PM Eastern
Extended Trading
$61.78 0.00 (0.00%)
As of 01/31/2025 06:02 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Helen of Troy (NASDAQ:HELE)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$364.02M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$312.66M
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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
1/31/2025Peregrine Capital Management LLC58,048$3.47M0.1%+63.2%0.254%
1/31/2025Principal Financial Group Inc.131,305$7.86M0.0%+5.2%0.574%
1/30/2025 Rhumbline Advisers75,283$4.50M0.0%-2.1%0.329%
1/30/2025 New York State Teachers Retirement System27,145$1.62M0.0%-3.2%0.119%
1/29/2025 Allspring Global Investments Holdings LLC47,699$2.84M0.0%-47.7%0.209%
1/29/2025 Gladstone Institutional Advisory LLC67,543$4.04M0.2%+15.8%0.295%
1/28/2025 Entropy Technologies LP6,582$394K0.0%-18.5%0.029%
1/28/2025 Empowered Funds LLC2,502$150K0.0%N/A0.011%
1/27/2025 Yousif Capital Management LLC8,701$521K0.0%-1.9%0.038%
1/22/2025 Pacer Advisors Inc.919,514$55.02M0.1%-14.1%4.023%
1/22/2025 KBC Group NV1,352$81K0.0%+73.1%0.006%
1/17/2025 Janney Montgomery Scott LLC7,634$457K0.0%-22.6%0.033%
1/13/2025 FNY Investment Advisers LLC750$44K0.0%N/A0.003%
1/8/2025 First Hawaiian Bank10,032$600K0.0%+7.2%0.044%
1/6/2025 Nordea Investment Management AB48,961$2.92M0.0%+5.8%0.214%
1/3/2025 GAMMA Investing LLC484$29K0.0%+96.0%0.002%
12/26/2024JPMorgan Chase & Co.83,889$5.19M0.0%+7.6%0.367%
12/19/2024Principal Financial Group Inc.124,834$7.72M0.0%+37.9%0.546%
11/27/2024Franklin Resources Inc.10,280$704K0.0%+13.9%0.045%
11/25/2024Tidal Investments LLC5,539$343K0.0%-39.8%0.024%
11/18/2024Teachers Retirement System of The State of Kentucky7,246$448K0.0%-57.9%0.032%
11/16/2024Geode Capital Management LLC535,883$33.15M0.0%-8.2%2.345%
11/15/2024Barclays PLC43,913$2.72M0.0%-30.3%0.192%
11/15/2024Public Employees Retirement System of Ohio783$48K0.0%+30.3%0.003%
11/15/2024Villanova Investment Management Co LLC19,968$1.24M1.3%N/A0.087%
11/15/2024Wellington Management Group LLP242,395$14.99M0.0%+96.1%1.061%
11/15/2024State Street Corp894,681$55.34M0.0%+3.7%3.915%
11/15/2024Systematic Financial Management LP226,879$14.03M0.4%+17.0%0.993%
11/15/2024QSV Equity Investors LLC19,553$1.21M1.1%+59.7%0.086%
11/15/2024Invenomic Capital Management LP231,256$14.30M0.8%N/A1.012%
11/15/2024Jacobs Levy Equity Management Inc.17,174$1.06M0.0%N/A0.075%
11/15/2024Janus Henderson Group PLC201,942$12.49M0.0%+1,693.4%0.884%
11/15/2024Hotchkis & Wiley Capital Management LLC223,120$13.80M0.0%N/A0.976%
11/15/2024Clearline Capital LP205,738$12.73M0.5%N/A0.900%
11/15/2024Arizona PSPRS Trust33,500$2.07M0.1%N/A0.147%
11/14/2024Edgestream Partners L.P.10,566$654K0.0%N/A0.046%
11/14/2024PDT Partners LLC42,517$2.63M0.2%N/A0.186%
11/14/2024Verition Fund Management LLC58,221$3.60M0.0%-13.1%0.255%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC57,716$3.57M0.0%+116.0%0.253%
11/14/2024Public Sector Pension Investment Board48,400$2.99M0.0%N/A0.212%
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11/14/2024MetLife Investment Management LLC13,020$805K0.0%-49.6%0.057%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund28,700$1.78M0.0%N/A0.126%
11/13/2024Bridgewater Associates LP15,057$931K0.0%-53.9%0.066%
11/13/2024BNP Paribas Financial Markets7,405$458K0.0%+49.5%0.032%
11/13/2024Quantbot Technologies LP9,162$567K0.0%+176.2%0.040%
11/13/2024FMR LLC2,880,457$178.16M0.0%-17.3%12.606%
11/13/2024The Manufacturers Life Insurance Company11,106$687K0.0%-58.2%0.049%
11/13/2024Fisher Asset Management LLC413,114$25.55M0.0%-0.9%1.808%
11/12/2024Algert Global LLC7,760$480K0.0%-13.2%0.034%
11/12/2024Charles Schwab Investment Management Inc.410,078$25.36M0.0%+14.8%1.795%
11/12/2024 Pacer Advisors Inc.1,069,940$66.18M0.1%+30,278.8%4.682%
11/12/2024Massachusetts Financial Services Co. MA264,616$16.37M0.0%-17.9%1.158%
11/9/2024Intech Investment Management LLC10,099$625K0.0%+88.6%0.044%
11/8/2024Pzena Investment Management LLC581,442$35.96M0.1%N/A2.544%
11/8/2024 Jennison Associates LLC10,895$674K0.0%N/A0.048%
11/7/2024Meeder Asset Management Inc.7,754$480K0.0%+54.2%0.034%
11/7/2024Thrivent Financial for Lutherans17,915$1.11M0.0%+211.4%0.078%
11/6/2024Mutual of America Capital Management LLC3,431$212K0.0%-74.8%0.015%
11/6/2024Oppenheimer Asset Management Inc.10,533$651K0.0%-5.7%0.046%
11/5/2024Victory Capital Management Inc.7,431$460K0.0%-11.5%0.033%
11/5/2024 Entropy Technologies LP8,077$500K0.1%N/A0.035%
11/4/2024Chartwell Investment Partners LLC56,206$3.48M0.1%-10.1%0.246%
10/31/2024Principal Financial Group Inc.124,834$7.72M0.0%+37.9%0.546%
10/31/2024M&G PLC188,744$11.70M0.1%N/A0.826%
10/30/2024Amalgamated Bank6,804$421K0.0%-41.2%0.030%
10/28/2024 Gladstone Institutional Advisory LLC58,318$3.61M0.2%+6.6%0.255%
10/28/2024US 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%
10/22/2024Signaturefd 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%
10/11/2024Creative 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%
10/5/2024Handelsbanken 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%
8/16/2024Creative 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%
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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%
(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 Vanguard Group Inc. ($290.38M), FMR LLC ($178.16M), Cooke & Bieler LP ($177.46M), Capital Research Global Investors ($125.17M), Dimensional Fund Advisors LP ($106.97M), Capital World Investors ($69.14M), and Earnest Partners LLC ($61.79M).Learn more on HELE's institutional investors.

Which institutional investors have been buying Helen of Troy stock?

Of the 178 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: Pacer Advisors Inc. ($1.08M), Earnest Partners LLC ($585.32K), Pzena Investment Management LLC ($581.44K), FMR LLC ($475.83K), Cooke & Bieler LP ($459.13K), William Blair Investment Management LLC ($320.78K), and Dimensional Fund Advisors LP ($312.36K).

How much institutional buying is happening at Helen of Troy?

Institutional investors have bought a total of 7,939,896 shares in the last 24 months. This purchase volume represents approximately $696.41M in transactions.

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

Of the 123 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 ($1.19M), FMR LLC ($932.14K), Capital Research Global Investors ($674.88K), JPMorgan Chase & Co. ($479.67K), Victory Capital Management Inc. ($433.43K), 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 5,871,440 shares in the last 24 months. This volume of shares sold represents approximately $567.43M in transactions.


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This page (NASDAQ:HELE) was last updated on 2/1/2025 by MarketBeat.com Staff
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