Helen of Troy Ltd (NASDAQ:HELE)

Data as of Sep 19
 -0.06 / -0.11%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $253.6 thousand shares of HELE during the quarter ended May 2014 and now own 95.30% 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 stakeholders7.33%
Mutual fund holders61.93%
Other institutional33.37%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014RENAISSANCE TECHNOLOGIES LLC  Bought 245.1 Thousand shares of Helen of Troy Ltd
6/30/2014RBC GLOBAL ASSET MANAGEMENT (US)...  Bought 203.9 Thousand shares of Helen of Troy Ltd
6/30/2014ALLIANCEBERNSTEIN LP  Bought 202.8 Thousand shares of Helen of Troy Ltd

Top 10 Owners of Helen of Troy Ltd

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...13.60%3,857,973224,611,188-468,425-10.83%
Dimensional Fund Advisors LP8.85%2,509,302146,091,562+15,021+0.60%
BlackRock Fund Advisors7.65%2,169,224126,292,221-375,820-14.77%
Wellington Management Co. LLP6.65%1,885,280109,761,002-18,922-0.99%
The Vanguard Group, Inc.6.06%1,718,893100,073,950-106,129-5.82%
SSgA Funds Management, Inc.5.35%1,517,63188,356,477+113,366+8.07%
AllianceBernstein LP4.08%1,156,47067,329,683+202,847+21.27%
Columbia Management Investment Ad...3.53%1,000,03758,222,154-60,363-5.69%
Northern Trust Investments, Inc.2.63%747,25643,505,244-77,301-9.37%
Fort Washington Investment Adviso...2.27%644,42837,518,598+130,380+25.36%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Low Priced Stock Fund10.96%3,110,400181,087,488-79,600-2.50%
SPDR S&P Homebuilders ETF3.13%887,29051,658,024+25,824+3.00%
DFA US Small Cap Value Portfolio2.97%842,45549,047,73000.00%
Fidelity Series Intrinsic Opportu...2.82%800,00046,576,00000.00%
iShares Core S&P Small Cap ETF1.89%536,88931,257,678+2,938+0.55%
Vanguard Small Cap Index Fund1.66%471,02027,422,784+1,784+0.38%
Touchstone Focused Fund1.59%450,37426,220,774+79,403+21.40%
Vanguard Total Stock Market Index...1.55%439,98225,615,752-38,038-7.96%
iShares Russell 2000 ETF1.44%408,54223,785,315+1,623+0.40%
AllianceBernstein Discovery Value...1.32%375,13021,840,06900.00%

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