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Livermore
Livermore
ZHEN

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.

Q4 2023 vs. Q3 2023

How the institutions holding Helen of Troy Ltd changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of HELE: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2503262+15
Shares27.1M5.05K26.5M−566.6K (−2.1%)
Value$3.18B$588.1K$3.20B+$20.4M (+0.6%)

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Helen of Troy Ltd at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to HELE in Q4 2023
InstitutionSharesValue% of portfolio
Capital Fund Management S.A.71,048$8.58M0.11%
Walleye Capital LLC16,502$1.99M0.03%
Arrowstreet Capital, Limited Partnership12,939$1.56M0.00%
Quantbot Technologies LP12,532$1.51M0.09%
QSV Equity Investors LLC12,292$1.48M1.44%
Cornercap Investment Counsel Inc9,147$1.11M0.18%
Bayesian Capital Management, LP6,725$812.4K0.09%
Holocene Advisors, LP5,957$719.7K0.00%
Nomura Holdings Inc5,900$712.8K0.01%
Versor Investments LP4,820$582.3K0.12%
HRT Financial LP4,238$511.0K0.00%
Seven Eight Capital, LP4,025$486.3K0.06%
Cubist Systematic Strategies, LLC3,994$482.5K0.01%
Point72 Middle East FZE3,507$423.7K0.03%
Pathstone Holdings, LLC2,827$341.5K0.00%
HSBC Holdings PLC2,725$329.9K0.00%
Axq Capital, LP2,309$278.9K0.07%
JustInvest LLC2,088$252.3K0.01%
Vestcor Inc2,071$250.0K0.01%
Corton Capital Inc.1,749$211.3K0.07%
Advisory Services Network, LLC1,071$129.4K0.00%
EntryPoint Capital, LLC882$106.6K0.10%
Planning Capital Management Corp248$30.0K0.02%
Principal Securities, Inc.186$22.5K0.00%
Point72 Asia (Singapore) Pte. Ltd.132$15.9K0.00%
Farther Finance Advisors, LLC74$8.94K0.00%
SYSTM Wealth Solutions LLC42$5.08K0.00%
LM Advisors LLC39$4.71K0.00%
Private Wealth Management Group, LLC35$4.23K0.00%
Bruce G. Allen Investments, LLC21$2.54K0.00%
Naples Money Management LLC19$2.29K0.00%
GWM Advisors LLC12$1.45K0.00%
Turtle Creek Wealth Advisors, LLC11$1.33K0.00%
DiNuzzo Private Wealth, Inc.5$6050.00%
Global Retirement Partners, LLC5$5870.00%
GAMMA Investing LLC5$5730.00%

Sold out (21)

Institutions that held Helen of Troy Ltd at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of HELE in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Balyasny Asset Management LLC33,276$3.88M
Meeder Asset Management Inc22,839$2.66M
Boulder Hill Capital Management LP20,200$2.35M
Quadrature Capital Ltd16,633$1.94M
Trexquant Investment LP11,205$1.31M
Squarepoint Ops LLC6,473$754.5K
Fox Run Management, L.L.C.5,677$661.7K
FORA Capital, LLC4,712$549.2K
XTX Topco Ltd3,967$462.4K
Mirabella Financial Services LLP3,443$401.3K
Pearl River Capital, LLC2,702$314.9K
SevenOneSeven Capital Management2,721$264.8K
Aigen Investment Management, LP1,809$210.9K
Pinnacle Associates Ltd1,758$204.9K
IMA Wealth, Inc.1,201$140.0K
Anchor Investment Management, LLC61$7.11K
Private Trust Co NA27$3.15K
Iron Horse Wealth Management, LLC21$2.45K
FinTrust Capital Advisors, LLC8$933
WFA Asset Management Corp5$583
Allworth Financial LP3$350

Not filed for Q4 2023 yet (3)

Institutions that held Helen of Troy Ltd at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al3,300$384.6K
Advisor Partners II, LLC1,737$202.5K
Steward Financial Group LLC17$1.00K