Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Helen of Troy Ltd (NASDAQ:HELE)

Delayed Data
As of Apr 28
 -2.50 / -2.59%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $819.5 thousand shares of HELE during the quarter ended November 2016 and now own 93.77% 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 stakeholders7.86%
Mutual fund holders59.94%
Other institutional33.83%

Largest Quarterly Institutional

Latest Institutional Activity

3/31/2017MERITAGE PORTFOLIO MANAGEMENT, I...  Bought 29.4 Thousand shares of Helen of Troy Ltd
3/31/2017JANNEY MONTGOMERY SCOTT LLC (INV...  Bought 13.0 Thousand shares of Helen of Troy Ltd
3/31/2017DUPONT CAPITAL MANAGEMENT CORP.  Bought 11.4 Thousand shares of Helen of Troy Ltd

Top 10 Owners of Helen of Troy Ltd

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...13.68%3,692,080347,793,936-90-0.00%
BlackRock Fund Advisors9.26%2,498,736235,380,931+139,826+5.93%
The Vanguard Group, Inc.8.12%2,191,233206,414,149+87,092+4.14%
Dimensional Fund Advisors LP6.19%1,671,290157,435,518-185,138-9.97%
SSgA Funds Management, Inc.3.86%1,040,64598,028,759-32,780-3.05%
Fisher Asset Management LLC3.04%819,64977,210,936+8,581+1.06%
Northern Trust Investments, Inc.2.53%682,52464,293,761-249,341-26.76%
Westwood Management Corp. (Texas)2.39%645,81760,835,961-19,747-2.97%
Wells Capital Management, Inc.1.83%493,95446,530,467+138,628+39.01%
FIAM LLC1.81%489,12846,075,858+5,896+1.22%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Low Priced Stock Fund9.01%2,431,100229,009,620-5,800-0.24%
Fidelity Series Intrinsic Opportu...2.50%675,00063,585,00000.00%
iShares Core S&P Mid Cap ETF2.40%646,23960,875,714+9,100+1.43%
Vanguard Small Cap Index Fund2.34%631,01759,441,801-11,699-1.82%
Vanguard Total Stock Market Index...2.25%607,98657,272,281+4,075+0.67%
iShares Russell 2000 ETF2.10%566,48853,363,170-3,838-0.67%
DFA US Small Cap Value Portfolio1.71%460,72343,400,107-80,443-14.86%
Vanguard Small Cap Value Index Fu...1.52%409,10738,537,879-5,570-1.34%
Vanguard Extended Market Index Fu...1.27%342,40432,254,457+6,750+2.01%
SPDR S&P Mid Cap 400 ETF Trust1.18%318,75030,026,250-212-0.07%