Helen of Troy Ltd (NASDAQ:HELE)

Data as of Oct 01
 -0.49 / -0.93%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $254.2 thousand shares of HELE during the quarter ended May 2014 and now own 95.30% 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 holders62.34%
Other institutional32.95%

Largest Quarterly Institutional

Latest Institutional Activity

8/31/2014SPARINVEST SA  Bought 2.00 shares of Helen of Troy Ltd

Top 10 Owners of Helen of Troy Ltd

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...13.60%3,857,973224,611,188-468,425-10.83%
Dimensional Fund Advisors LP8.85%2,509,302146,091,562+15,021+0.60%
BlackRock Fund Advisors7.65%2,169,224126,292,221-375,820-14.77%
Wellington Management Co. LLP6.65%1,885,280109,761,002-18,922-0.99%
The Vanguard Group, Inc.6.06%1,718,893100,073,950-106,129-5.82%
SSgA Funds Management, Inc.5.35%1,517,63188,356,477+113,366+8.07%
AllianceBernstein LP4.08%1,156,47067,329,683+202,847+21.27%
Columbia Management Investment Ad...3.53%1,000,03758,222,154-60,363-5.69%
Northern Trust Investments, Inc.2.63%747,25643,505,244-77,301-9.37%
Fort Washington Investment Adviso...2.27%644,42837,518,598+130,380+25.36%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Low Priced Stock Fund10.96%3,110,400181,087,488-79,600-2.50%
SPDR S&P Homebuilders ETF3.13%887,29051,658,024+25,824+3.00%
DFA US Small Cap Value Portfolio2.97%842,45549,047,73000.00%
Fidelity Series Intrinsic Opportu...2.82%800,00046,576,00000.00%
iShares Core S&P Small Cap ETF1.89%536,88931,257,678+2,938+0.55%
Vanguard Small Cap Index Fund1.66%471,02027,422,784+1,784+0.38%
Touchstone Focused Fund1.59%450,37426,220,774+79,403+21.40%
Vanguard Total Stock Market Index...1.55%439,98225,615,752-38,038-7.96%
iShares Russell 2000 ETF1.44%408,54223,785,315+1,623+0.40%
American Beacon Small Cap Value F...1.35%384,03022,358,227+80,650+26.58%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.