Helen of Troy Ownership | Who Owns Helen of Troy?
Helen of Troy Ownership Summary
Helen of Troy is owned by 105.27% institutional investors, 1.21% insiders. Fmr is the largest institutional shareholder, holding 14.59% of HELE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.45% of its assets in Helen of Troy shares.
HELE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helen of Troy | 105.27% | 1.21% | -6.48% |
| Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
| Industry | Household & Personal Products Stocks | 61.00% | 13.56% | 25.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 3.48M | 14.59% | $322.97M |
| Blackrock | 2.81M | 11.78% | $260.70M |
| Vanguard group | 2.38M | 9.98% | $220.95M |
| Dimensional fund advisors lp | 1.15M | 4.83% | $106.97M |
| Allspring global investments | 878.34K | 3.68% | $81.46M |
| State street | 863.10K | 3.62% | $80.04M |
| Earnest partners | 666.26K | 2.79% | $61.79M |
| Geode capital management | 583.68K | 2.45% | $54.14M |
| Macquarie group | 518.42K | 2.17% | $48.08M |
| Capital investors | 421.92K | 1.77% | $39.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Qsv equity investors | 12.24K | 1.18% | $1.14M |
| Nierenberg investment management company | 13.08K | 0.68% | $1.21M |
| Systematic financial management lp | 193.87K | 0.55% | $17.98M |
| Ambassador advisors | 30.84K | 0.52% | $2.86M |
| Cardinal capital management llc /ct | 19.33K | 0.49% | $1.79M |
| Azzad asset management inc /adv | 31.49K | 0.34% | $2.92M |
| Earnest partners | 666.26K | 0.29% | $61.79M |
| Gladstone institutional advisory | 54.71K | 0.26% | $5.07M |
| Chartwell investment partners | 62.51K | 0.20% | $5.80M |
| Wellington shields capital management | 11.80K | 0.20% | $1.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | 320.78K | 0.08% | 320.78K |
| Norges bank | 286.63K | 0.00% | 286.63K |
| Invesco | 194.31K | 0.00% | 141.40K |
| Dimensional fund advisors lp | 1.15M | 0.03% | 102.77K |
| Capital investors | 421.92K | 0.01% | 61.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cooke & bieler lp | - | - | -1.91M |
| Capital research global investors | - | - | -1.09M |
| Jpmorgan chase | 77.97K | 0.00% | -707.50K |
| Snyder capital management l p | - | - | -629.90K |
| Capital world investors | - | - | -600.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| William blair investment management | 320.78K | 0.08% | 320.78K | $29.75M |
| Norges bank | 286.63K | 0.00% | 286.63K | $26.58M |
| Nordea investment management ab | 48.68K | 0.01% | 48.68K | $4.57M |
| Corebridge financial | 42.73K | 0.02% | 42.73K | $3.96M |
| Mirae asset global etfs | 12.05K | 0.00% | 12.05K | $1.12M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Toronto dominion bank | -1.00 |
| Glen eagle advisors | -2.00 |
| Cva family office | -5.00 |
| Geneos wealth management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 269 | -1.82% | 24,016,773 | -2.22% | 105 | 0.99% | 136 | 16.24% | 86 | -5.49% |
| Jun 30, 2024 | 272 | -6.21% | 24,561,538 | -4.55% | 102 | 0.88% | 115 | -13.53% | 91 | -5.21% |
| Mar 31, 2024 | 290 | 2.11% | 25,731,104 | -2.90% | 108 | 0.87% | 133 | 12.71% | 96 | -9.43% |
| Dec 31, 2023 | 284 | 5.97% | 26,499,071 | -1.86% | 111 | 0.88% | 118 | 6.31% | 106 | 7.07% |
| Sep 30, 2023 | 268 | -0.74% | 27,002,128 | -5.06% | 112 | 0.81% | 111 | -4.31% | 99 | 8.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.47M | 6.45% | 762.00 |
| Fidelity Low-Priced Stock | 1.40M | 6.15% | 6.98K |
| Pacer US Small Cap Cash Cows 100 ETF | 1.04M | 4.55% | -544.00 |
| Vanguard Total Stock Mkt Idx Inv | 754.36K | 3.30% | 1.17K |
| American Funds SMALLCAP World A | 653.84K | 2.87% | -200.00K |
| Vanguard Selected Value Inv | 642.85K | 2.82% | - |
| iShares Russell 2000 ETF | 633.69K | 2.77% | -1.33K |
| Vanguard Small Cap Index | 573.00K | 2.51% | 1.10K |
| Vanguard Small Cap Value Index Inv | 386.54K | 1.69% | -132.00 |
| Delaware Small Cap Core I | 379.13K | 1.66% | -2.35K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2023 | Grass Brian | Chief Financial Officer | Buy | $336.40K |
| May 11, 2023 | Grass Brian | Chief Financial Officer | Sell | $17.39K |
| May 11, 2023 | Grass Brian | Chief Financial Officer | Buy | $144.24K |
| May 05, 2022 | ABROMOVITZ GARY B | Sell | $216.94K | |
| Nov 12, 2021 | Mininberg Julien | Chief Executive Officer | Sell | $886.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
HELE Ownership FAQ
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