Helen of Troy Ltd (NASDAQ:HELE)

Data as of Dec 19
 -0.74 / -1.16%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $26.8 thousand shares of HELE during the quarter ended August 2014 and now own 95.56% 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 stakeholders7.38%
Mutual fund holders61.92%
Other institutional33.65%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014HOTCHKIS & WILEY CAPITAL MANAGEM...  Bought 803.7 Thousand shares of Helen of Troy Ltd
9/30/2014RICE, HALL, JAMES & ASSOCIATES L...  Bought 421.1 Thousand shares of Helen of Troy Ltd
9/30/2014THORNBURG INVESTMENT MANAGEMENT,...  Bought 339.0 Thousand shares of Helen of Troy Ltd

Top 10 Owners of Helen of Troy Ltd

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...13.52%3,842,073248,428,440-15,900-0.41%
Dimensional Fund Advisors LP8.71%2,473,583159,941,877-35,719-1.42%
BlackRock Fund Advisors7.44%2,112,766136,611,450-56,458-2.60%
Wellington Management Co. LLP6.76%1,919,269124,099,934+33,989+1.80%
The Vanguard Group, Inc.6.08%1,726,457111,632,710+7,564+0.44%
SSgA Funds Management, Inc.4.40%1,249,57580,797,520-268,056-17.66%
AllianceBernstein LP4.13%1,173,07075,850,706+16,600+1.44%
Columbia Management Investment Ad...3.10%880,36356,924,272-119,674-11.97%
Hotchkis & Wiley Capital Manageme...2.83%803,70051,967,242+803,700--
Northern Trust Investments, Inc.2.81%798,64451,640,321+51,388+6.88%

Top 10 Mutual Funds Holding Helen of Troy Ltd

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Low Priced Stock Fund9.72%2,761,600178,565,056-348,800-11.21%
DFA US Small Cap Value Portfolio2.97%842,45554,473,14000.00%
Fidelity Series Intrinsic Opportu...2.51%713,40046,128,444-86,600-10.82%
SPDR S&P Homebuilders ETF2.44%693,42444,836,796+24,629+3.68%
iShares Core S&P Small Cap ETF1.96%557,43036,043,424+16,492+3.05%
Vanguard Small Cap Index Fund1.67%473,49930,616,445+2,664+0.57%
Touchstone Focused Fund1.63%463,57129,974,501+13,197+2.93%
iShares Russell 2000 ETF1.62%460,54529,778,840+31,548+7.35%
American Beacon Small Cap Value F...1.59%452,33029,247,658+1,360+0.30%
Vanguard Total Stock Market Index...1.58%448,79129,018,826+2,070+0.46%

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