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Helen of Troy Ltd (NASDAQ:HELE)

88.03
Delayed Data
As of Feb 12
 +1.93 / +2.24%
Today’s Change
74.95
Today|||52-Week Range
106.50
-6.60%
Year-to-Date
Institutional investors purchased a net $346.6 thousand shares of HELE during the quarter ended November 2015 and now own 98.61% 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 stakeholders7.39%
Mutual fund holders64.65%
Other institutional33.96%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2015BOSTON ADVISORS LLC  Bought 237.7 Thousand shares of Helen of Troy Ltd
12/31/2015MORGAN STANLEY & CO. LLC  Bought 208.2 Thousand shares of Helen of Troy Ltd
12/31/2015EATON VANCE MANAGEMENT  Bought 158.7 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...13.29%3,758,680335,913,232-58,300-1.53%
BlackRock Fund Advisors8.68%2,454,779219,383,599+68,725+2.88%
Dimensional Fund Advisors LP8.12%2,295,966205,190,481-116,030-4.81%
The Vanguard Group, Inc.7.79%2,202,641196,850,026+30,999+1.43%
SSgA Funds Management, Inc.4.63%1,308,455116,936,623+193,284+17.33%
Northern Trust Investments, Inc.2.86%808,62872,267,084-4,129-0.51%
Wellington Management Co. LLP2.74%774,09969,181,228-454,726-37.00%
AllianceBernstein LP2.74%773,85069,158,975+33,619+4.54%
Columbia Management Investment Ad...2.61%737,66765,925,300-85,597-10.40%
RBC Global Asset Management (U.S....2.00%565,98550,582,079+30,200+5.64%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund9.18%2,597,400232,129,638-7,300-0.28%
DFA US Small Cap Value Portfolio2.96%837,06274,808,23100.00%
iShares Core S&P Small Cap ETF2.72%767,89068,626,32900.00%
Fidelity Series Intrinsic Opportu...2.51%710,40063,488,44800.00%
Vanguard Small Cap Index Fund1.99%561,89750,216,735-3,158-0.56%
Vanguard Total Stock Market Index...1.82%514,52045,982,652+1,980+0.39%
iShares Russell 2000 ETF1.58%446,03139,861,790-480-0.11%
Vanguard Small Cap Value Index Fu...1.12%316,64428,298,474-5,038-1.57%
Vanguard Extended Market Index Fu...1.05%295,84926,440,025+2,950+1.01%
Glenmede Small Cap Equity Fund1.04%295,39426,399,362+37,617+14.59%