Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Helen of Troy Ltd (NASDAQ:HELE)

92.30
Delayed Data
As of Dec 14
 +1.15 / +1.26%
Today’s Change
81.90
Today|||52-Week Range
102.88
+9.30%
Year-to-Date
Institutional investors purchased a net $577.2 thousand shares of HELE during the quarter ended August 2017 and now own 94.38% 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 stakeholders7.92%
Mutual fund holders59.15%
Other institutional35.23%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2017ARROWMARK COLORADO HOLDINGS LLC  Bought 409.2 Thousand shares of Helen of Troy Ltd
9/30/2017AMERICAN CENTURY INVESTMENT MANA...  Bought 237.9 Thousand shares of Helen of Troy Ltd
9/30/2017COOKE & BIELER LP  Bought 128.2 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...12.36%3,369,164312,995,336+127,434+3.93%
BlackRock Fund Advisors9.34%2,545,462236,473,420+17,004+0.67%
The Vanguard Group, Inc.8.21%2,239,249208,026,232+39,615+1.80%
Dimensional Fund Advisors LP5.43%1,479,455137,441,370-44,853-2.94%
SSgA Funds Management, Inc.3.70%1,009,98193,827,235-3,409-0.34%
Fisher Asset Management LLC2.90%789,88473,380,224-10,575-1.32%
Champlain Investment Partners LLC2.51%683,69063,514,801+22,390+3.39%
FIAM LLC2.39%650,98560,476,507+39,600+6.48%
Wells Capital Management, Inc.2.01%547,93150,902,790+18,613+3.52%
Snyder Capital Management LP1.88%511,50747,519,000-14,007-2.67%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund7.15%1,949,800181,136,420-75,200-3.71%
iShares Core S&P Mid Cap ETF2.42%660,77561,385,998+580+0.09%
Vanguard Total Stock Market Index...2.39%651,51060,525,279+1,508+0.23%
Vanguard Small Cap Index Fund2.32%633,38458,841,374+4,330+0.69%
Fidelity Series Intrinsic Opportu...2.20%600,00055,740,000-25,000-4.00%
iShares Russell 2000 ETF2.13%580,72753,949,538-3,200-0.55%
Vanguard Small Cap Value Index Fu...1.50%409,21838,016,352+3,905+0.96%
Vanguard Extended Market Index Fu...1.29%350,93832,602,14000.00%
Glenmede Small Cap Equity Fund1.24%336,78931,287,698-16,884-4.77%
Wells Fargo Special Small Cap Val...1.19%323,40030,043,86000.00%