Helen of Troy Ltd (NASDAQ:HELE)

75.60
Data as of Jan 23
 -1.93 / -2.49%
Today’s Change
51.80
Today|||52-Week Range
77.82
+16.20%
Year-to-Date
Institutional investors purchased a net $40.8 thousand shares of HELE during the quarter ended November 2014 and now own 95.63% 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 stakeholders7.37%
Mutual fund holders62.34%
Other institutional33.28%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014REGIONS INVESTMENT MANAGEMENT, I...  Bought 24.9 Thousand shares of Helen of Troy Ltd
10/31/2014ARDEN ASSET MANAGEMENT LLC  Bought 6.5 Thousand shares of Helen of Troy Ltd
12/31/2014ADVISORY SERVICES NETWORK LLC  Bought 128.00 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...13.52%3,842,073249,965,269-15,900-0.41%
Dimensional Fund Advisors LP8.71%2,473,583160,931,310-35,719-1.42%
BlackRock Fund Advisors7.44%2,112,766137,456,556-56,458-2.60%
Wellington Management Co. LLP6.76%1,919,269124,867,641+33,989+1.80%
The Vanguard Group, Inc.6.08%1,726,457112,323,292+7,564+0.44%
SSgA Funds Management, Inc.4.40%1,249,57581,297,350-268,056-17.66%
AllianceBernstein LP4.13%1,173,07076,319,934+16,600+1.44%
Columbia Management Investment Ad...3.10%880,36357,276,417-119,674-11.97%
Hotchkis & Wiley Capital Manageme...2.83%803,70052,288,722+803,700--
Northern Trust Investments, Inc.2.81%798,64451,959,779+51,388+6.88%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund9.65%2,741,200178,342,472-20,400-0.74%
DFA US Small Cap Value Portfolio2.97%842,45554,810,12200.00%
Fidelity Series Intrinsic Opportu...2.50%710,40046,218,624-3,000-0.42%
iShares Core S&P Small Cap ETF2.00%567,11736,896,632+9,687+1.74%
SPDR S&P Homebuilders ETF1.97%559,12336,376,542-134,301-19.37%
iShares Russell 2000 ETF1.73%491,13931,953,503+30,594+6.64%
Vanguard Small Cap Index Fund1.67%473,49930,805,845+2,664+0.57%
American Beacon Small Cap Value F...1.61%458,13929,806,523-42,920-8.57%
Vanguard Total Stock Market Index...1.60%453,31129,492,414+4,520+1.01%
AllianceBernstein Discovery Value...1.25%356,17023,172,42000.00%

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