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Helen of Troy (HELE) Institutional Ownership

Helen of Troy logo
$62.78 +0.63 (+1.01%)
(As of 12/20/2024 05:31 PM ET)
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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)
$363.73M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$309.46M
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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
12/19/2024 Principal Financial Group Inc.124,834$7.72M0.0%+37.9%0.546%
11/27/2024 Franklin Resources Inc.10,280$704K0.0%+13.9%0.045%
11/25/2024 Tidal Investments LLC5,539$343K0.0%-39.8%0.024%
11/18/2024 Teachers Retirement System of The State of Kentucky7,246$448K0.0%-57.9%0.032%
11/16/2024 Geode Capital Management LLC535,883$33.15M0.0%-8.2%2.345%
11/15/2024 Barclays PLC43,913$2.72M0.0%-30.3%0.192%
11/15/2024 Public Employees Retirement System of Ohio783$48K0.0%+30.3%0.003%
11/15/2024 Villanova Investment Management Co LLC19,968$1.24M1.3%N/A0.087%
11/15/2024 Wellington Management Group LLP242,395$14.99M0.0%+96.1%1.061%
11/15/2024 State Street Corp894,681$55.34M0.0%+3.7%3.915%
11/15/2024 Systematic Financial Management LP226,879$14.03M0.4%+17.0%0.993%
11/15/2024 QSV Equity Investors LLC19,553$1.21M1.1%+59.7%0.086%
11/15/2024 Invenomic Capital Management LP231,256$14.30M0.8%N/A1.012%
11/15/2024 Jacobs Levy Equity Management Inc.17,174$1.06M0.0%N/A0.075%
11/15/2024 Janus Henderson Group PLC201,942$12.49M0.0%+1,693.4%0.884%
11/15/2024 Hotchkis & Wiley Capital Management LLC223,120$13.80M0.0%N/A0.976%
11/15/2024 Clearline Capital LP205,738$12.73M0.5%N/A0.900%
11/15/2024 Arizona PSPRS Trust33,500$2.07M0.1%N/A0.147%
11/14/2024 Edgestream Partners L.P.10,566$654K0.0%N/A0.046%
11/14/2024 PDT Partners LLC42,517$2.63M0.2%N/A0.186%
11/14/2024 Verition Fund Management LLC58,221$3.60M0.0%-13.1%0.255%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC57,716$3.57M0.0%+116.0%0.253%
11/14/2024 Public Sector Pension Investment Board48,400$2.99M0.0%N/A0.212%
11/14/2024 MetLife Investment Management LLC13,020$805K0.0%-49.6%0.057%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund28,700$1.78M0.0%N/A0.126%
11/13/2024 Bridgewater Associates LP15,057$931K0.0%-53.9%0.066%
11/13/2024 BNP Paribas Financial Markets7,405$458K0.0%+49.5%0.032%
11/13/2024 Quantbot Technologies LP9,162$567K0.0%+176.2%0.040%
11/13/2024 FMR LLC2,880,457$178.16M0.0%-17.3%12.606%
11/13/2024 The 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%
11/12/2024 Algert Global LLC7,760$480K0.0%-13.2%0.034%
11/12/2024 Charles 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%
11/12/2024 Massachusetts Financial Services Co. MA264,616$16.37M0.0%-17.9%1.158%
11/9/2024 Intech Investment Management LLC10,099$625K0.0%+88.6%0.044%
11/8/2024 Pzena Investment Management LLC581,442$35.96M0.1%N/A2.544%
11/8/2024 Jennison Associates LLC10,895$674K0.0%N/A0.048%
11/7/2024 Meeder Asset Management Inc.7,754$480K0.0%+54.2%0.034%
11/7/2024 Thrivent Financial for Lutherans17,915$1.11M0.0%+211.4%0.078%
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11/6/2024 Mutual of America Capital Management LLC3,431$212K0.0%-74.8%0.015%
11/6/2024 Oppenheimer Asset Management Inc.10,533$651K0.0%-5.7%0.046%
11/5/2024 Victory Capital Management Inc.7,431$460K0.0%-11.5%0.033%
11/5/2024 Entropy Technologies LP8,077$500K0.1%N/A0.035%
11/4/2024 Chartwell Investment Partners LLC56,206$3.48M0.1%-10.1%0.246%
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%
8/26/2024 Teachers Retirement System of The State of Kentucky17,218$1.60M0.0%-19.0%0.075%
8/16/2024 Systematic Financial Management LP193,869$17.98M0.5%+0.4%0.850%
8/16/2024 Creative Planning56,563$5.25M0.0%-0.4%0.248%
8/16/2024 Algert Global LLC8,943$829K0.0%N/A0.039%
8/15/2024 Scientech Research LLC5,401$501K0.1%+22.4%0.024%
8/15/2024 The Manufacturers Life Insurance Company26,566$2.46M0.0%+1.0%0.116%
8/15/2024 Millennium Management LLC32,709$3.03M0.0%+220.5%0.143%
8/15/2024 Dark Forest Capital Management LP35,955$3.33M0.6%+54.3%0.158%
8/15/2024 Earnest Partners LLC666,256$61.79M0.3%+2.7%2.921%
8/15/2024 AQR Capital Management LLC78,155$7.25M0.0%-3.7%0.343%
8/14/2024 Marshall Wace LLP51,302$4.76M0.0%+1,178.7%0.225%
8/14/2024 Xponance Inc.3,210$298K0.0%-6.4%0.014%
8/14/2024 Bank of Montreal Can7,839$779K0.0%+7.9%0.034%
8/14/2024 Lombard Odier Asset Management USA Corp3,098$287K0.0%-45.7%0.014%
8/14/2024 ProShare Advisors LLC4,310$400K0.0%-20.7%0.019%
8/13/2024 Thrivent Financial for Lutherans5,753$534K0.0%-3.3%0.025%
8/13/2024 Sei Investments Co.85,229$7.90M0.0%+64.5%0.374%
8/13/2024 Public Employees Retirement Association of Colorado88,787$8.23M0.0%-0.3%0.389%
8/12/2024 Intech Investment Management LLC5,356$497K0.0%N/A0.023%
8/12/2024 Inspire Investing LLC3,788$351K0.0%+22.8%0.017%
8/12/2024 First Eagle Investment Management LLC20,219$1.88M0.0%-75.7%0.089%
8/12/2024 Seven Eight Capital LP14,416$1.34M0.1%N/A0.063%
8/12/2024 Mercer Global Advisors Inc. ADV2,915$270K0.0%N/A0.013%
8/12/2024 Amalgamated Bank11,566$1.07M0.0%-7.1%0.051%
8/10/2024 Mutual of America Capital Management LLC13,634$1.26M0.0%-3.6%0.060%
8/9/2024 Dimensional Fund Advisors LP1,153,414$106.97M0.0%+9.8%5.056%
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8/9/2024 Massachusetts Financial Services Co. MA322,343$29.89M0.0%-1.8%1.413%
8/8/2024 Envestnet Asset Management Inc.51,269$4.76M0.0%-10.2%0.225%
8/8/2024 William Blair Investment Management LLC320,779$29.75M0.1%N/A1.406%
8/8/2024 Federated 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%
8/8/2024 Cornercap Investment Counsel Inc.10,324$957K0.2%+12.7%0.045%
8/8/2024 American Century Companies Inc.38,401$3.56M0.0%+23.1%0.168%
8/8/2024 State of New Jersey Common Pension Fund D18,143$1.68M0.0%-19.4%0.080%
8/7/2024 Texas Permanent School Fund Corp23,128$2.15M0.0%+11.3%0.101%
8/6/2024 Pier 88 Investment Partners LLC4,445$412K0.1%+92.0%0.019%
(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, 225 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), JPMorgan Chase & Co. ($118.30M), Dimensional Fund Advisors LP ($106.97M), and Capital World Investors ($69.14M).Learn more on HELE's institutional investors.

Which institutional investors have been buying Helen of Troy stock?

Of the 174 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 8,172,484 shares in the last 24 months. This purchase volume represents approximately $724.82M 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), 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 5,712,616 shares in the last 24 months. This volume of shares sold represents approximately $560.04M in transactions.


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This page (NASDAQ:HELE) was last updated on 12/21/2024 by MarketBeat.com Staff
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