Helen of Troy Ltd
HELE- Exchange
- Nasdaq
- Industry
- Electric Housewares & Fans
- SEC CIK
- 0000916789
No open-market purchases or sales by Helen of Troy Ltd insiders were filed in the last 90 days; 200 institutions reported holding it in 13F filings for Q2 2026, worth $649.9M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Helen of Troy Ltd changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Of which not filed for Q2 2021 | Q2 2021 | Change |
|---|---|---|---|---|
| Holders | 323 | 1 | 288 | −34 |
| Shares | 26.3M | 29.9K | 25.1M | −1.21M (−4.6%) |
| Value | $5.55B | $6.30M | $5.73B | +$184.0M (+3.3%) |
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Helen of Troy Ltd at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Boston Trust Walden Corp | 132,720 | $30.3M | 0.27% |
| Landscape Capital Management, L.L.C. | 43,314 | $9.88M | 1.21% |
| Amundi | 28,297 | $6.46M | 0.00% |
| Marshall Wace, LLP | 8,417 | $1.92M | 0.01% |
| Seven Eight Capital, LP | 2,500 | $570.0K | 0.08% |
| Winton Group Ltd | 1,882 | $429.0K | 0.02% |
| Wolverine Trading, LLC | 1,753 | $399.0K | 0.01% |
| Pathstone Family Office, LLC | 1,500 | $342.0K | 0.01% |
| FDx Advisors, Inc. | 1,296 | $296.0K | 0.01% |
| Cetera Investment Advisers | 1,261 | $288.0K | 0.00% |
| Van Hulzen Asset Management, LLC | 1,097 | $250.0K | 0.04% |
| Wetherby Asset Management Inc | 1,062 | $242.0K | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 907 | $207.0K | 0.00% |
| Cigna Investments Inc | 887 | $203.0K | 0.01% |
| Henshaw Capital LLC | 885 | $201.9K | 0.01% |
| Canada Pension Plan Investment Board | 802 | $183.0K | 0.00% |
| Simplex Trading, LLC | 533 | $121.0K | 0.00% |
| Heritage Wealth Management, LLC | 26 | $6.00K | 0.00% |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% |
Sold out (53)
Institutions that held Helen of Troy Ltd at the end of Q1 2021 and filed for Q2 2021 without it.
Not filed for Q2 2021 yet (1)
Institutions that held Helen of Troy Ltd at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Amundi Asset Management US, Inc. | 29,907 | $6.30M |