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HELE Institutional Ownership & 13F Holders | SmartMoneyDB

HELEHELEN OF TROY LTD

COM · CUSIP G4388N106

Smart Money Ownership

Of the 11 tracked institutions holding HELE, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.1pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$1.4M

+3.5pt

HELE (HELEN OF TROY LTD) Institutional Ownership Summary

Among the 11 tracked institutional investors we monitor, HELE (HELEN OF TROY LTD) is held with a combined value of $199.70M across 7,352,152 shares. The largest holder is BlackRock, Inc. with a position worth $54.74M. TWO SIGMA ADVISERS, LP opened a new position in the most recent quarter. 9 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$199.70M

Total Shares Held

7,352,152

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

MILLENNIUM MANAGEMENT LLC+444% shares~$18.5M AQR CAPITAL MANAGEMENT LLC+73% shares~$15.7M RENAISSANCE TECHNOLOGIES LLC+417% shares~$4.8M BlackRock, Inc.+8% shares~$4.0M WELLINGTON MANAGEMENT GROUP LLP+13% shares~$2.7M

13F Institutional Holders

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BlackRock, Inc.

0.00% of book+7.9%

$54.74M

AQR CAPITAL MANAGEMENT LLC

WELLINGTON MANAGEMENT GROUP LLP

0.00% of book+12.8%

$23.96M

MILLENNIUM MANAGEMENT LLC

RENAISSANCE TECHNOLOGIES LLC

0.01% of book+417.1%

$5.95M

FMR LLC

0.00% of book+1631.2%

$2.13M

TWO SIGMA ADVISERS, LP

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$54.74M	1,883,032	0.00%	+7.9%
2	AQR CAPITAL MANAGEMENT LLC	$37.11M	1,322,587	0.01%	+73.4%
3	VANGUARD GROUP INC	$32.45M	1,526,957	0.00%	-28.7%
4	WELLINGTON MANAGEMENT GROUP LLP	$23.96M	824,238	0.00%	+12.8%
5	MILLENNIUM MANAGEMENT LLC	$22.67M	779,831	0.02%	+443.6%
6	STATE STREET CORP	$15.30M	526,239	0.00%	+2.1%
7	RENAISSANCE TECHNOLOGIES LLC	$5.95M	204,810	0.01%	+417.1%
8	FMR LLC	$2.13M	73,420	0.00%	+1631.2%
9	TWO SIGMA ADVISERS, LP	$2.04M	95,900	0.00%	New
10	CITADEL ADVISORS LLC	$1.99M	68,583	0.00%	+84.4%

Activist & Large Holders (13D/13G)

Investor	Ownership	Type	Filed
RWWM, Inc.	2.0%	13G/A	2026-08-14
AQR CAPITAL MANAGEMENT LLC	5.7%

Congress Trading

2 members · 5 disclosed trades in HELE

Member	Type	Amount	Date
Josh Gottheimer	Sell	$1,001 - $15,000	Jul 12, 2024
Josh Gottheimer	Buy	$1,001 - $15,000	Jan 11, 2024
Josh Gottheimer	Sell	$1,001 - $15,000	Dec 11, 2023
Kelly Loeffler	Sell	$15,001 - $50,000

Frequently Asked Questions

Which institutional investors own the most HELE stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of HELE with a position worth $54.74M, representing 0.00% of their portfolio. In total, 11 institutional investors hold HELE with a combined value of $199.70M.

Are hedge funds buying or selling HELE?

In the most recent quarter, 1 fund opened a new position in HELE. Additionally, 9 increased their holdings and 1 reduced their positions.

What percentage of HELE is owned by institutional investors?

Institutional investors hold $199.70M worth of HELE stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $54.74M in holdings.

What is a 13F filing and why does it matter for HELE?

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.

Track HELE institutional moves

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