Recent Quarter Total Invested
$2.28 B
Recent Quarter Institutional Ownership Percentage
102.92%
Total Invested of Last Quarter
$2.96 B
Ownership Percentage of Last Quarter
108.32%
Helen of Troy Limited Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2024 | 3.48 M | $322.97 M | 1.08% | 14.59% |
| BLACKROCK INC. | 08/13/2024 | 2.81 M | $260.70 M | -0.31% | 11.78% |
| VANGUARD GROUP INC | 08/13/2024 | 2.38 M | $220.95 M | -0.89% | 9.98% |
| COOKE & BIELER LP | 08/02/2024 | 1.91 M | $177.46 M | 1.92% | 8.02% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.15 M | $106.97 M | 9.78% | 4.83% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 878,344 | $81.46 M | -4.54% | 3.68% |
| STATE STREET CORP | 08/14/2024 | 863,099 | $80.04 M | 2.25% | 3.62% |
| EARNEST PARTNERS LLC | 08/14/2024 | 666,256 | $61.79 M | 2.74% | 2.79% |
| SNYDER CAPITAL MANAGEMENT L P | 08/14/2024 | 629,896 | $58.42 M | -7.07% | 2.64% |
| CAPITAL WORLD INVESTORS | 08/13/2024 | 600,000 | $55.64 M | 0.00% | 2.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 583,677 | $54.14 M | 4.36% | 2.45% |
| MACQUARIE GROUP LTD | 08/09/2024 | 518,420 | $48.08 M | -4.26% | 2.17% |
| CAPITAL INTERNATIONAL INVESTORS | 08/13/2024 | 421,921 | $39.13 M | 17.17% | 1.77% |
| FISHER ASSET MANAGEMENT, LLC | 08/14/2024 | 416,973 | $38.67 M | 0.36% | 1.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 357,062 | $33.11 M | 4.58% | 1.50% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 322,343 | $29.89 M | -1.77% | 1.35% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/08/2024 | 320,779 | $29.75 M | 100.00% | 1.34% |
| NORGES BANK | 08/14/2024 | 286,630 | $26.58 M | 100.00% | 1.20% |
| NORTHERN TRUST CORP | 08/14/2024 | 280,968 | $26.06 M | 2.56% | 1.18% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 245,886 | $22.80 M | 25.44% | 1.03% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/09/2024 | 236,214 | $21.91 M | -0.04% | 0.99% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 222,926 | $20.67 M | -4.16% | 0.93% |
| MAN GROUP PLC | 08/14/2024 | 214,398 | $19.88 M | -8.19% | 0.90% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 203,858 | $18.91 M | 3.29% | 0.85% |
| INVESCO LTD. | 08/13/2024 | 194,315 | $18.02 M | 267.21% | 0.81% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 08/16/2024 | 193,869 | $17.98 M | 0.39% | 0.81% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 187,595 | $17.40 M | -3.46% | 0.79% |
| MORGAN STANLEY | 10/17/2024 | 181,572 | $16.84 M | 6.89% | 0.76% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 157,970 | $14.65 M | 8.15% | 0.66% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 141,671 | $13.14 M | -39.44% | 0.59% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 133,263 | $12.36 M | 51.95% | 0.56% |
| PEAK6 INVESTMENTS LLC | 08/14/2024 | 131,300 | $12.18 M | 6.66% | 0.55% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 123,581 | $11.46 M | 51.84% | 0.52% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 107,100 | $9.93 M | -21.25% | 0.45% |
| CITADEL ADVISORS LLC | 08/14/2024 | 103,300 | $9.58 M | 2.79% | 0.43% |
| CITADEL ADVISORS LLC | 08/14/2024 | 94,084 | $8.73 M | 22.88% | 0.39% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 92,714 | $8.60 M | 1.49% | 0.39% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 92,188 | $8.55 M | 58.75% | 0.39% |
| CITADEL ADVISORS LLC | 08/14/2024 | 90,600 | $8.40 M | -11.95% | 0.38% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 90,516 | $8.39 M | -8.52% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 90,200 | $8.37 M | 24.24% | 0.38% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 08/12/2024 | 88,787 | $8.23 M | -0.34% | 0.37% |
| RHUMBLINE ADVISERS | 08/01/2024 | 87,555 | $8.12 M | -1.89% | 0.37% |
| SEI INVESTMENTS CO | 08/13/2024 | 85,229 | $7.90 M | 64.53% | 0.36% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 78,155 | $7.25 M | -3.68% | 0.33% |
| JPMORGAN CHASE & CO | 08/12/2024 | 77,969 | $7.23 M | -90.07% | 0.33% |
| UBS GROUP AG | 08/14/2024 | 77,944 | $7.23 M | 114.07% | 0.33% |
| JANE STREET GROUP, LLC | 08/15/2024 | 75,117 | $6.97 M | 42.91% | 0.31% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 68,260 | $6.33 M | 69.54% | 0.29% |
| VERITION FUND MANAGEMENT LLC | 08/14/2024 | 66,989 | $6.21 M | 505.41% | 0.28% |
Helen of Troy Limitedinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HELE shares?
During the previous two years, 382 institutional investors and hedge funds held shares of Helen of Troy Limited. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.51 M
DIMENSIONAL FUND ADVISORS LP: 1.09 M
Pacer Advisors, Inc.: 1.07 M
STATE STREET CORP: 894,681
EARNEST PARTNERS LLC: 638,357
PZENA INVESTMENT MANAGEMENT LLC: 581,442
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What percentage of Helen of Troy Limited stock is owned by institutional investors?
102.92% of Helen of Troy Limited stock is owned by institutional investors.
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How much institutional buying is happening at HELE ?
Institutional investors have bought a total of 24.87 M shares in the last 24 months. This purchase volume represents approximately $1.67 B in transactions.