Helen of Troy Ltd (NASDAQ:HELE)

58.09
Real-Time Quote
 -0.14 / -0.24%
Today’s Change
39.88
Today|||52-Week Range
70.23
+17.64%
Year-to-Date
Institutional investors purchased a net $240.3 thousand shares of HELE during the quarter ended May 2014 and now own 95.40% 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 stakeholders7.32%
Mutual fund holders61.18%
Other institutional34.22%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014RENAISSANCE TECHNOLOGIES LLC  Bought 245.1 Thousand shares of Helen of Troy Ltd
6/30/2014RBC GLOBAL ASSET MANAGEMENT (US)...  Bought 203.9 Thousand shares of Helen of Troy Ltd
6/30/2014ALLIANCEBERNSTEIN LP  Bought 202.8 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...13.60%3,857,973206,903,092-468,425-10.83%
Dimensional Fund Advisors LP8.85%2,509,302134,573,866+15,021+0.60%
BlackRock Fund Advisors7.65%2,169,224116,335,483-375,820-14.77%
Wellington Management Co. LLP6.65%1,885,280101,107,566-18,922-0.99%
The Vanguard Group, Inc.6.06%1,718,89392,184,232-106,129-5.82%
SSgA Funds Management, Inc.5.35%1,517,63181,390,551+113,366+8.07%
AllianceBernstein LP4.08%1,156,47062,021,486+202,847+21.27%
Columbia Management Investment Ad...3.53%1,000,03753,631,984-60,363-5.69%
Northern Trust Investments, Inc.2.63%747,25640,075,339-77,301-9.37%
Fort Washington Investment Adviso...2.27%644,42834,560,674+130,380+25.36%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund10.96%3,110,400166,810,752-79,600-2.50%
SPDR S&P Homebuilders ETF3.04%861,46646,200,422-101,504-10.54%
DFA US Small Cap Value Portfolio2.97%842,45545,180,86200.00%
Fidelity Series Intrinsic Opportu...2.82%800,00042,904,00000.00%
iShares Core S&P Small Cap ETF1.90%539,10428,912,148-1,090-0.20%
Vanguard Total Stock Market Index...1.69%478,02025,636,213+8,720+1.86%
Vanguard Small Cap Index Fund1.65%469,23625,165,127-61,802-11.64%
Touchstone Focused Fund1.59%450,37424,153,558+79,403+21.40%
iShares Russell 2000 ETF1.43%406,91921,823,066-16,684-3.94%
AllianceBernstein Discovery Value...1.32%375,13020,118,22200.00%

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