Helen of Troy Ltd (NASDAQ:HELE)

59.77
Data as of Oct 24
 +0.44 / +0.74%
Today’s Change
45.03
Today|||52-Week Range
70.23
+21.04%
Year-to-Date
The 93.32% of HELE shares held by institutional investors is a greater percentage than is typically held for stocks in the Electronics/Appliances industry.
Individual stakeholders7.39%
Mutual fund holders60.97%
Other institutional32.35%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014GOELZER INVESTMENT MANAGEMENT, I...  Bought 20.9 Thousand shares of Helen of Troy Ltd
9/30/2014COMERICA BANK (INVESTMENT MANAGE...  Bought 4.1 Thousand shares of Helen of Troy Ltd
9/30/2014LPL FINANCIAL LLC  Bought 915.00 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...13.60%3,857,973202,620,742-468,425-10.83%
Dimensional Fund Advisors LP8.85%2,509,302131,788,541+15,021+0.60%
BlackRock Fund Advisors7.65%2,169,224113,927,644-375,820-14.77%
Wellington Management Co. LLP6.65%1,885,28099,014,906-18,922-0.99%
The Vanguard Group, Inc.6.06%1,718,89390,276,260-106,129-5.82%
SSgA Funds Management, Inc.5.35%1,517,63179,705,980+113,366+8.07%
AllianceBernstein LP4.08%1,156,47060,737,804+202,847+21.27%
Columbia Management Investment Ad...3.53%1,000,03752,521,943-60,363-5.69%
Northern Trust Investments, Inc.2.63%747,25639,245,885-77,301-9.37%
Fort Washington Investment Adviso...2.27%644,42833,845,359+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 Fund9.74%2,761,600145,039,232-348,800-11.21%
DFA US Small Cap Value Portfolio2.97%842,45544,245,73700.00%
Fidelity Series Intrinsic Opportu...2.52%713,40037,467,768-86,600-10.82%
SPDR S&P Homebuilders ETF2.42%687,33336,098,729-199,957-22.54%
iShares Core S&P Small Cap ETF1.87%529,65427,817,428-7,235-1.35%
Vanguard Small Cap Index Fund1.66%471,02024,737,970+1,784+0.38%
Touchstone Focused Fund1.63%463,57124,346,749+13,197+2.93%
American Beacon Small Cap Value F...1.59%450,97023,684,944+66,940+17.43%
Vanguard Total Stock Market Index...1.55%439,98223,107,855-38,038-7.96%
iShares Russell 2000 ETF1.50%426,48222,398,835+17,940+4.39%

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