Helen of Troy Ltd (NASDAQ:HELE)

91.30
Delayed Data
As of May 23
 +0.20 / +0.22%
Today’s Change
81.10
Today|||52-Week Range
102.88
-5.24%
Year-to-Date
Institutional investors purchased a net $151.0 thousand shares of HELE during the quarter ended February 2018 and now own 95.61% 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 stakeholders8.11%
Mutual fund holders61.34%
Other institutional34.27%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018CHAMPLAIN INVESTMENT PARTNERS LL...  Bought 187.8 Thousand shares of Helen of Troy Ltd
3/31/2018COOKE & BIELER LP  Bought 145.4 Thousand shares of Helen of Troy Ltd
3/31/2018NEUMEIER POMA INVESTMENT COUNSEL...  Bought 116.7 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...12.32%3,323,418296,282,715-64,813-1.91%
BlackRock Fund Advisors9.89%2,666,701237,736,394+43,302+1.65%
The Vanguard Group, Inc.8.49%2,291,062204,248,177+4,559+0.20%
Dimensional Fund Advisors LP4.80%1,294,741115,426,160-146,088-10.14%
SSgA Funds Management, Inc.3.74%1,008,19789,880,763-119,837-10.62%
Champlain Investment Partners LLC3.18%856,22576,332,459+187,780+28.09%
Fisher Asset Management LLC2.86%769,98268,643,895-12,802-1.64%
Cooke & Bieler LP2.65%713,29763,590,428+145,440+25.61%
ArrowMark Colorado Holdings LLC2.23%601,78853,649,400+211+0.04%
Northern Trust Investments, Inc.2.07%559,10049,843,765+109,700+24.41%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund6.95%1,873,111166,987,846-57,539-2.98%
iShares Core S&P Mid Cap ETF2.59%698,43762,265,65900.00%
Vanguard Total Stock Market Index...2.49%670,79759,801,553+1,890+0.28%
Vanguard Small Cap Index Fund2.40%648,49857,813,597+3,679+0.57%
Fidelity Series Intrinsic Opportu...2.04%550,00049,032,50000.00%
iShares Russell 2000 ETF2.02%545,06448,592,456+1,683+0.31%
Vanguard Small Cap Value Index Fu...1.52%409,94536,546,597+1,749+0.43%
Government Pension Fund - Global ...1.38%372,62733,219,697+72,376+24.11%
Glenmede Small Cap Equity Fund1.37%368,07932,814,243+31,290+9.29%
Vanguard Extended Market Index Fu...1.32%355,97531,735,171+762+0.21%