Helen of Troy Ltd (NASDAQ:HELE)

76.62
Delayed Data
As of Feb 27
 -0.75 / -0.97%
Today’s Change
51.80
Today|||52-Week Range
79.90
+17.77%
Year-to-Date
Institutional investors purchased a net $159.9 thousand shares of HELE during the quarter ended November 2014 and now own 95.10% 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 holders62.56%
Other institutional32.53%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014GLENMEDE INVESTMENT MANAGEMENT L...  Bought 298.8 Thousand shares of Helen of Troy Ltd
12/31/2014RBC GLOBAL ASSET MANAGEMENT (U.S...  Bought 142.1 Thousand shares of Helen of Troy Ltd
12/31/2014CHAMPLAIN INVESTMENT PARTNERS LL...  Bought 140.1 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...13.59%3,863,543290,615,704+21,470+0.56%
Dimensional Fund Advisors LP8.35%2,372,755178,478,631-100,828-4.08%
BlackRock Fund Advisors7.84%2,227,826167,577,072+115,060+5.45%
Wellington Management Co. LLP6.57%1,868,203140,526,230-51,066-2.66%
The Vanguard Group, Inc.6.15%1,748,022131,486,215+21,565+1.25%
SSgA Funds Management, Inc.3.96%1,125,70184,675,229-123,874-9.91%
AllianceBernstein LP3.77%1,071,43980,593,642-101,631-8.66%
Columbia Management Investment Ad...3.42%972,38073,142,424+92,017+10.45%
Northern Trust Investments, Inc.2.79%792,73459,629,451-5,910-0.74%
RBC Global Asset Management (U.S....2.46%698,38852,532,745+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 Fund9.64%2,741,200206,193,064-20,400-0.74%
DFA US Small Cap Value Portfolio2.96%842,45563,369,46500.00%
Fidelity Series Intrinsic Opportu...2.50%710,40053,436,288-3,000-0.42%
SPDR S&P Homebuilders ETF2.46%698,94452,574,568+139,821+25.01%
iShares Core S&P Small Cap ETF2.07%588,84344,292,770+21,726+3.83%
Vanguard Small Cap Index Fund1.69%480,04536,108,985+8,579+1.82%
iShares Russell 2000 ETF1.68%477,69535,932,218-13,444-2.74%
Vanguard Total Stock Market Index...1.63%464,04734,905,615+10,736+2.37%
American Beacon Small Cap Value F...1.46%414,42931,173,349-43,710-9.54%
AB Discovery Value Fund1.19%338,35025,450,687-17,820-5.00%

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