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Helen of Troy Ltd (NASDAQ:HELE)

90.90
Delayed Data
As of Jan 20
 +0.25 / +0.28%
Today’s Change
77.50
Today|||52-Week Range
106.18
+7.64%
Year-to-Date
Institutional investors purchased a net $53.7 thousand shares of HELE during the quarter ended November 2016 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 stakeholders7.57%
Mutual fund holders57.38%
Other institutional38.30%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016FISHER ASSET MANAGEMENT LLC  Bought 284.6 Thousand shares of Helen of Troy Ltd
11/30/2016VANGUARD INVESTMENTS AUSTRALIA L...  Bought 1.3 Thousand shares of Helen of Troy Ltd
1/05/2017VTL ASSOCIATES LLC  Bought 84.00 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...13.25%3,692,170311,803,757-20,100-0.54%
BlackRock Fund Advisors8.46%2,358,910199,209,950+122,582+5.48%
The Vanguard Group, Inc.7.55%2,104,141177,694,707+63,886+3.13%
Dimensional Fund Advisors LP6.66%1,856,428156,775,345-154,570-7.69%
SSgA Funds Management, Inc.3.85%1,073,42590,650,741+12,338+1.16%
Northern Trust Investments, Inc.3.34%931,86578,695,999-3,712-0.40%
Fisher Asset Management LLC2.91%811,06868,494,693+284,636+54.07%
Westwood Management Corp. (Texas)2.39%665,56456,206,880+1,275+0.19%
FIAM LLC1.73%483,23240,808,942+20,271+4.38%
Congress Asset Management Co. LLP1.57%438,08236,996,025+48,813+12.54%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund8.72%2,431,100205,306,395-5,800-0.24%
Fidelity Series Intrinsic Opportu...2.42%675,00057,003,75000.00%
Vanguard Small Cap Index Fund2.23%622,43852,564,889+4,810+0.78%
iShares Core S&P Mid Cap ETF2.17%604,37751,039,638+2,002+0.33%
Vanguard Total Stock Market Index...2.12%590,44549,863,080+1,098+0.19%
iShares Russell 2000 ETF2.07%575,66448,614,825-900-0.16%
DFA US Small Cap Value Portfolio1.94%541,16645,701,469-71,121-11.62%
Vanguard Small Cap Value Index Fu...1.41%393,84033,259,788+14,123+3.72%
SPDR S&P Mid Cap 400 ETF Trust1.20%334,30928,232,395+5,158+1.57%
Vanguard Extended Market Index Fu...1.19%332,14928,049,983+9,928+3.08%