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Helen of Troy Ltd (NASDAQ:HELE)

99.00
Delayed Data
As of Feb 27
 +0.05 / +0.05%
Today’s Change
77.50
Today|||52-Week Range
106.18
+17.23%
Year-to-Date
Institutional investors purchased a net $1.4 million shares of HELE during the quarter ended November 2016 and now own 93.48% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Electronics/Appliances industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders7.82%
Mutual fund holders58.93%
Other institutional34.55%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016CHAMPLAIN INVESTMENT PARTNERS LL...  Bought 404.0 Thousand shares of Helen of Troy Ltd
12/31/2016FISHER ASSET MANAGEMENT LLC  Bought 284.6 Thousand shares of Helen of Troy Ltd
12/31/2016BLACKROCK FUND ADVISORS  Bought 139.8 Thousand shares of Helen of Troy Ltd

Top 10 Owners of Helen of Troy Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Management & Research Co...13.68%3,692,080344,471,064-90-0.00%
BlackRock Fund Advisors9.26%2,498,736233,132,069+139,826+5.93%
The Vanguard Group, Inc.8.12%2,191,233204,442,039+87,092+4.14%
Dimensional Fund Advisors LP6.19%1,671,290155,931,357-185,138-9.97%
SSgA Funds Management, Inc.3.86%1,040,64597,092,179-32,780-3.05%
Fisher Asset Management LLC3.01%811,06875,672,644+284,636+54.07%
Northern Trust Investments, Inc.2.53%682,52463,679,489-249,341-26.76%
Westwood Management Corp. (Texas)2.39%645,81760,254,726-19,747-2.97%
Wells Capital Management, Inc.1.83%493,95446,085,908+138,628+39.01%
FIAM LLC1.81%489,12845,635,642+5,896+1.22%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund9.01%2,431,100226,821,630-5,800-0.24%
Fidelity Series Intrinsic Opportu...2.50%675,00062,977,50000.00%
Vanguard Small Cap Index Fund2.31%622,43858,073,465+4,810+0.78%
iShares Core S&P Mid Cap ETF2.30%619,54057,803,082+3,266+0.53%
Vanguard Total Stock Market Index...2.19%590,44555,088,519+1,098+0.19%
iShares Russell 2000 ETF2.07%559,76452,225,981+11,200+2.04%
DFA US Small Cap Value Portfolio2.01%541,16650,490,788-71,121-11.62%
Vanguard Small Cap Value Index Fu...1.51%408,51238,114,170+14,672+3.73%
SPDR S&P Mid Cap 400 ETF Trust1.23%332,36431,009,561-1,950-0.58%
Vanguard Extended Market Index Fu...1.23%332,14930,989,502+9,928+3.08%