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Helen of Troy Ltd (NASDAQ:HELE)

92.80
Delayed Data
As of Jun 22
 +1.75 / +1.92%
Today’s Change
77.50
Today|||52-Week Range
104.99
+9.89%
Year-to-Date
Institutional investors purchased a net $205.6 thousand shares of HELE during the quarter ended February 2017 and now own 92.28% 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 stakeholders7.98%
Mutual fund holders58.05%
Other institutional34.22%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2017GLENMEDE INVESTMENT MANAGEMENT L...  Bought 379.5 Thousand shares of Helen of Troy Ltd
3/31/2017ANCHOR CAPITAL ADVISORS LLC  Bought 153.0 Thousand shares of Helen of Troy Ltd
3/31/2017CHAMPLAIN INVESTMENT PARTNERS LL...  Bought 132.1 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...12.83%3,469,769315,748,979-222,311-6.02%
BlackRock Fund Advisors9.51%2,573,364234,176,124+74,628+2.99%
The Vanguard Group, Inc.8.35%2,259,325205,598,575+68,092+3.11%
Dimensional Fund Advisors LP5.98%1,617,623147,203,693-53,667-3.21%
SSgA Funds Management, Inc.3.76%1,018,42992,677,039-22,216-2.13%
Fisher Asset Management LLC3.03%819,64974,588,059+8,581+1.06%
Westwood Management Corp. (Texas)2.17%587,03353,420,003-58,784-9.10%
Wells Capital Management, Inc.1.99%539,15449,063,014+45,200+9.15%
Champlain Investment Partners LLC1.98%536,06548,781,915+132,080+32.69%
Snyder Capital Management LP1.93%520,96147,407,451+44,456+9.33%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Low Priced Stock Fund8.67%2,346,217213,505,747+2,346,217--
iShares Core S&P Mid Cap ETF2.42%654,43759,553,767-426-0.07%
Fidelity Series Intrinsic Opportu...2.42%653,50059,468,500+653,500--
Vanguard Small Cap Index Fund2.37%640,14958,253,559+6,220+0.98%
Vanguard Total Stock Market Index...2.29%619,36956,362,579+7,446+1.22%
iShares Russell 2000 ETF1.98%536,02448,778,184+927+0.17%
DFA US Small Cap Value Portfolio1.70%460,72341,925,793-80,443-14.86%
Vanguard Small Cap Value Index Fu...1.53%412,54637,541,686-200-0.05%
Vanguard Extended Market Index Fu...1.27%345,04631,399,186+1,013+0.29%
Wells Fargo Special Small Cap Val...1.13%305,60027,809,600-16,900-5.24%