Helen of Troy Ltd (NASDAQ:HELE)

79.16
Delayed Data
As of Apr 24
 +0.70 / +0.89%
Today’s Change
51.80
Today|||52-Week Range
83.32
+21.67%
Year-to-Date
Institutional investors purchased a net $81.5 thousand shares of HELE during the quarter ended November 2014 and now own 95.70% 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 holders63.92%
Other institutional31.78%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015JAMES INVESTMENT RESEARCH, INC.  Bought 94.5 Thousand shares of Helen of Troy Ltd
3/31/2015CORTINA ASSET MANAGEMENT LLC  Bought 13.2 Thousand shares of Helen of Troy Ltd
3/31/2015AMUNDI SMITH BREEDEN LLC  Bought 3.5 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...13.59%3,863,543314,840,119+21,470+0.56%
Dimensional Fund Advisors LP8.35%2,372,755193,355,805-100,828-4.08%
BlackRock Fund Advisors7.84%2,227,826181,545,541+115,060+5.45%
Wellington Management Co. LLP6.57%1,868,203152,239,862-51,066-2.66%
The Vanguard Group, Inc.6.15%1,748,022142,446,313+21,565+1.25%
SSgA Funds Management, Inc.3.96%1,125,70191,733,374-123,874-9.91%
AllianceBernstein LP3.77%1,071,43987,311,564-101,631-8.66%
Columbia Management Investment Ad...3.42%972,38079,239,246+92,017+10.45%
Northern Trust Investments, Inc.2.79%792,73464,599,894-5,910-0.74%
RBC Global Asset Management (U.S....2.46%698,38856,911,638+142,126+25.55%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund9.52%2,706,000220,511,940-35,200-1.28%
DFA US Small Cap Value Portfolio2.96%842,45568,651,65800.00%
SPDR S&P Homebuilders ETF2.58%734,64859,866,466+31,690+4.51%
Fidelity Series Intrinsic Opportu...2.50%710,40057,890,49600.00%
iShares Core S&P Small Cap ETF2.16%613,31349,978,876+8,057+1.33%
Vanguard Small Cap Index Fund1.72%489,81739,915,187+9,772+2.04%
iShares Russell 2000 ETF1.72%488,52839,810,147+38,535+8.56%
Vanguard Total Stock Market Index...1.67%475,36638,737,575+3,560+0.75%
American Beacon Small Cap Value F...1.39%394,68932,163,207-19,740-4.76%
AB Discovery Value Fund1.19%338,35027,572,14200.00%

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