Helen of Troy Ltd (NASDAQ:HELE)

81.49
Delayed Data
As of Mar 31
 -0.51 / -0.62%
Today’s Change
51.80
Today|||52-Week Range
82.78
+25.25%
Year-to-Date
Institutional investors purchased a net $139.6 thousand shares of HELE during the quarter ended November 2014 and now own 95.13% 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 stakeholders7.37%
Mutual fund holders63.28%
Other institutional31.85%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

2/28/2015AMUNDI SMITH BREEDEN LLC  Bought 8.1 Thousand shares of Helen of Troy Ltd
1/30/2015CREDIT SUISSE AG  Bought 616.00 shares of Helen of Troy Ltd
2/27/2015STATE STREET GLOBAL ADVISORS IRE...  Bought 411.00 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...13.59%3,863,543296,024,665+21,470+0.56%
Dimensional Fund Advisors LP8.35%2,372,755181,800,488-100,828-4.08%
BlackRock Fund Advisors7.84%2,227,826170,696,028+115,060+5.45%
Wellington Management Co. LLP6.57%1,868,203143,141,714-51,066-2.66%
The Vanguard Group, Inc.6.15%1,748,022133,933,446+21,565+1.25%
SSgA Funds Management, Inc.3.96%1,125,70186,251,211-123,874-9.91%
AllianceBernstein LP3.77%1,071,43982,093,656-101,631-8.66%
Columbia Management Investment Ad...3.42%972,38074,503,756+92,017+10.45%
Northern Trust Investments, Inc.2.79%792,73460,739,279-5,910-0.74%
RBC Global Asset Management (U.S....2.46%698,38853,510,489+142,126+25.55%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund9.64%2,741,200210,030,744-20,400-0.74%
DFA US Small Cap Value Portfolio2.96%842,45564,548,90200.00%
Fidelity Series Intrinsic Opportu...2.50%710,40054,430,848-3,000-0.42%
SPDR S&P Homebuilders ETF2.47%702,95853,860,642+4,014+0.57%
iShares Core S&P Small Cap ETF2.13%605,25646,374,715+16,413+2.79%
Vanguard Small Cap Index Fund1.72%489,81737,529,779+9,772+2.04%
Vanguard Total Stock Market Index...1.66%471,80636,149,776+7,759+1.67%
iShares Russell 2000 ETF1.58%449,99334,478,464-27,702-5.80%
American Beacon Small Cap Value F...1.39%394,68930,241,071-19,740-4.76%
AB Discovery Value Fund1.19%338,35025,924,37700.00%

To view my watchlist

Not a member yet?

Sign up now for a free account