Who Owns HELE?
Helen of Troy Limited — Institutional Ownership & 13F Holdings
$23.37
-0.18 (-0.76%)
Market Cap
$549.3M
Shares Outstanding
23,257,705
Institutional Holders
229
Total Inst. Value
$70.7B
% of Float Held
106.2%
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
48
Closed Positions
48
Increased
81
Decreased
66
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CANADA PENSION PLAN INVESTMENT BOARD | $69.5B | 1,300 |
| 2 | BlackRock, Inc. | $187.3M | 3,501,128 |
| 3 | VANGUARD GROUP INC | $139.0M | 2,598,327 |
| 4 | FMR LLC | $138.4M | 2,587,361 |
| 5 | DIMENSIONAL FUND ADVISORS LP | $54.8M | 1,025,251 |
| 6 | STATE STREET CORP | $48.5M | 907,597 |
| 7 | EARNEST PARTNERS LLC | $41.8M | 780,940 |
| 8 | PZENA INVESTMENT MANAGEMENT LLC | $40.5M | 756,227 |
| 9 | BANK OF AMERICA CORP /DE/ | $35.5M | 664,087 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $30.0M | 560,826 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | +800 | $69.5B |
| EARNEST PARTNERS LLC | +24K | $41.8M |
| PZENA INVESTMENT MANAGEMENT LLC | +51K | $40.5M |
| BANK OF AMERICA CORP /DE/ | +300K | $35.5M |
| GEODE CAPITAL MANAGEMENT, LLC | +26K | $30.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Bank of New York Mellon Corp | -183K | $8.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | -139K | $27K |
| BlackRock, Inc. | -136K | $187.3M |
| MORGAN STANLEY | -97K | $14.7M |
| FMR LLC | -93K | $138.4M |
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Frequently Asked Questions
How many institutional investors hold HELE?
As of Q1 2025, 229 institutional investors report holding HELE (Helen of Troy Limited) in their 13F filings.
What percentage of Helen of Troy Limited is owned by institutions?
Institutional investors hold approximately 106.2% of Helen of Troy Limited's float as reported in SEC 13F filings.
Which hedge fund owns the most HELE?
The largest institutional holder of HELE is CANADA PENSION PLAN INVESTMENT BOARD with $69.5B in shares.
Are institutions buying or selling HELE?
This quarter, 48 institutions opened new positions in HELE and 48 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.