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Helen of Troy Ltd (NASDAQ:HELE)

86.47
Delayed Data
As of Sep 27
 -0.71 / -0.81%
Today’s Change
82.28
Today|||52-Week Range
106.50
-8.25%
Year-to-Date
Institutional investors purchased a net $321.8 thousand shares of HELE during the quarter ended May 2016 and now own 96.64% 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 stakeholders7.58%
Mutual fund holders62.87%
Other institutional33.77%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2016SSGA FUNDS MANAGEMENT, INC.  Bought 252.6 Thousand shares of Helen of Troy Ltd
6/30/2016GW&K INVESTMENT MANAGEMENT LLC  Bought 243.2 Thousand shares of Helen of Troy Ltd
6/30/2016MESIROW FINANCIAL INVESTMENT MAN...  Bought 204.1 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...13.34%3,712,270335,366,472-60,400-1.60%
BlackRock Fund Advisors8.03%2,236,328202,029,872-204,667-8.38%
The Vanguard Group, Inc.7.33%2,040,255184,316,637-310,228-13.20%
Dimensional Fund Advisors LP7.22%2,010,998181,673,559-204,457-9.23%
SSgA Funds Management, Inc.3.81%1,061,08795,858,600+252,621+31.25%
Northern Trust Investments, Inc.3.36%935,57784,520,026+122,317+15.04%
Westwood Management Corp. (Texas)2.39%664,28960,011,868-81,246-10.90%
AllianceBernstein LP2.35%653,12659,003,403-12,373-1.86%
Grantham, Mayo, Van Otterloo & Co...1.71%474,98842,910,416+129,273+37.39%
FIAM LLC1.66%462,96141,823,897-7,315-1.56%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund8.93%2,485,000224,494,900-15,000-0.60%
DFA US Small Cap Value Portfolio2.61%725,89765,577,535-11,638-1.58%
Fidelity Series Intrinsic Opportu...2.51%697,60063,021,18400.00%
Vanguard Small Cap Index Fund2.12%589,84453,286,507+6,302+1.08%
Vanguard Total Stock Market Index...2.01%558,34450,440,797+1,710+0.31%
iShares Core S&P Mid Cap ETF1.96%545,27549,260,144+568+0.10%
iShares Russell 2000 ETF1.59%443,17840,036,701-8,811-1.95%
Vanguard Small Cap Value Index Fu...1.28%355,58932,123,910+5,324+1.52%
Vanguard Extended Market Index Fu...1.15%320,08828,916,750+6,000+1.91%
Glenmede Small Cap Equity Fund1.14%316,40928,584,389+9,642+3.14%