Helen of Troy Ltd (NASDAQ:HELE)

89.32
Delayed Data
As of 1:26pm ET
 +0.68 / +0.77%
Today’s Change
51.80
Today|||52-Week Range
92.62
+37.29%
Year-to-Date
Institutional investors purchased a net $133.9 thousand shares of HELE during the quarter ended February 2015 and now own 95.67% 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 stakeholders7.33%
Mutual fund holders63.06%
Other institutional32.61%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015QUANTITATIVE MANAGEMENT ASSOCIAT...  Bought 526.3 Thousand shares of Helen of Troy Ltd
3/31/2015CASTLEARK MANAGEMENT LLC  Bought 287.7 Thousand shares of Helen of Troy Ltd
3/31/2015LORD, ABBETT & CO. LLC  Bought 214.7 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...13.57%3,866,272338,724,090+2,729+0.07%
Dimensional Fund Advisors LP8.44%2,405,219210,721,237+32,464+1.37%
BlackRock Fund Advisors8.11%2,311,161202,480,815+83,335+3.74%
The Vanguard Group, Inc.6.44%1,835,421160,801,234+87,399+5.00%
Wellington Management Co. LLP5.86%1,670,975146,394,120-197,228-10.56%
SSgA Funds Management, Inc.4.61%1,314,585115,170,792+188,884+16.78%
Columbia Management Investment Ad...3.20%911,17979,828,392-61,201-6.29%
Northern Trust Investments, Inc.2.68%764,03966,937,457-28,695-3.62%
Quantitative Management Associate...2.63%748,08765,539,902+526,294+237.29%
AllianceBernstein LP2.53%720,70063,140,527-350,739-32.74%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund9.50%2,706,000237,072,660-35,200-1.28%
DFA US Small Cap Value Portfolio2.96%842,45573,807,48300.00%
Fidelity Series Intrinsic Opportu...2.49%710,40062,238,14400.00%
iShares Core S&P Small Cap ETF2.19%625,18554,772,458+11,872+1.94%
SPDR S&P Homebuilders ETF1.98%564,25349,434,205-170,395-23.19%
Vanguard Small Cap Index Fund1.73%492,78843,173,157+2,971+0.61%
Vanguard Total Stock Market Index...1.66%474,31141,554,387-1,055-0.22%
iShares Russell 2000 ETF1.62%462,15340,489,224-26,375-5.40%
American Beacon Small Cap Value F...1.28%364,99931,977,562-29,690-7.52%
Fidelity Value Fund1.12%319,69728,008,65400.00%

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