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Of the 10 tracked institutions holding HELE, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.9pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, HELE (HELEN OF TROY LTD) is held with a combined value of $90.26M across 5,546,411 shares. The largest holder is VANGUARD GROUP INC with a position worth $32.45M. RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 4 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$90.26M
Total Shares Held
5,546,411
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $32.45M | 0.00% | -28.7% |
| 2 | BlackRock, Inc. | $25.18M | 0.00% | -0.9% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $10.85M | 0.00% | +330.2% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | $10.54M | 0.00% | -3.4% |
| 5 | STATE STREET CORP | $7.44M | 0.00% | +5.6% |
| 6 | MILLENNIUM MANAGEMENT LLC | $2.07M | 0.00% | -86.3% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $574.00K | 0.00% | +17.0% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $571.18K | 0.00% | New |
| 9 | CITADEL ADVISORS LLC | $536.24K | 0.00% | -83.4% |
| 10 | FMR LLC | $61.16K | 0.00% | +70.0% |
| Member | Type | Date |
|---|---|---|
| Josh Gottheimer | Sell | Jul 12, 2024 |
| Josh Gottheimer | Buy | Jan 11, 2024 |
| Josh Gottheimer | Sell | Dec 11, 2023 |
| Kelly Loeffler | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of HELE with a position worth $32.45M, representing 0.00% of their portfolio. In total, 10 institutional investors hold HELE with a combined value of $90.26M.
In the most recent quarter, 1 fund opened a new position in HELE. Additionally, 4 increased their holdings and 5 reduced their positions.
Institutional investors hold $90.26M worth of HELE stock across 10 positions. The largest institutional holder is VANGUARD GROUP INC with $32.45M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HELE, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HELE positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Apr 7, 2020 |
| Kelly Loeffler | Sell | Mar 9, 2020 |
Last Close
$28.47
2026-07-24
YTD
+38.1%
91% of 52-week range
