Helen of Troy Ltd
HELE- 交易所
- Nasdaq
- 產業
- Electric Housewares & Fans
- SEC CIK
- 0000916789
近 90 天，Helen of Troy Ltd 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 200 家機構在 13F 申報持有，市值合計 $6.50 億；沒有大師持有。
2023 年第 1 季 13F 持有人
Helen of Troy Ltd 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 249
- 較 2022 年第 4 季 +5 家
- 持有股數
- 2,813 萬
- 較 2022 年第 4 季 +257.1 萬 (+10.1%)
- 總市值
- $26.8 億
- 較 2022 年第 4 季 −$1.54 億 (−5.4%)
- 新進機構
- 35
- 另有 100 家加碼
- 清倉機構
- 30
- 另有 74 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HELE 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 200 | $6.50 億 |
| 2026 年第 1 季 | 188 | $3.05 億 |
| 2025 年第 4 季 | 193 | $4.76 億 |
| 2025 年第 3 季 | 207 | $5.79 億 |
| 2025 年第 2 季 | 211 | $6.77 億 |
| 2025 年第 1 季 | 230 | $12.8 億 |
| 2024 年第 4 季 | 242 | $14.4 億 |
| 2024 年第 3 季 | 245 | $14.9 億 |
| 2024 年第 2 季 | 255 | $22.8 億 |
| 2024 年第 1 季 | 273 | $29.9 億 |
| 2023 年第 4 季 | 262 | $32.0 億 |
| 2023 年第 3 季 | 250 | $31.8 億 |
| 2023 年第 2 季 | 248 | $30.7 億 |
| 2023 年第 1 季 | 249 | $26.8 億 |
| 2022 年第 4 季 | 246 | $28.4 億 |
| 2022 年第 3 季 | 257 | $23.2 億 |
| 2022 年第 2 季 | 297 | $40.6 億 |
| 2022 年第 1 季 | 278 | $49.4 億 |
| 2021 年第 4 季 | 291 | $61.8 億 |
| 2021 年第 3 季 | 281 | $57.5 億 |
| 2021 年第 2 季 | 288 | $57.3 億 |
| 2021 年第 1 季 | 323 | $55.5 億 |
2023 年第 1 季持有機構
每家機構持有 Helen of Troy Ltd 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SEI Investments Co | 66,452 | $632.5 萬 | 0.01% | +40,945+160.5% | 加碼 |
| Invesco Ltd. | 67,792 | $645.2 萬 | 0.00% | +14,413+27.0% | 加碼 |
| Peregrine Capital Management LLC | 72,377 | $688.8 萬 | 0.20% | +72,377 | 新進 |
| Kennedy Capital Management, Inc. | 74,995 | $713.7 萬 | 0.21% | −70,313−48.4% | 減碼 |
| AQR Capital Management LLC | 78,335 | $745.5 萬 | 0.02% | +78,335 | 新進 |
| Creative Planning | 81,884 | $779.3 萬 | 0.01% | +1,968+2.5% | 加碼 |
| Rhumbline Advisers | 84,558 | $804.7 萬 | 0.01% | +230.0% | 加碼 |
| Nuveen Asset Management, LLC | 88,650 | $843.7 萬 | 0.00% | −7,230−7.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 89,921 | $855.8 萬 | 0.04% | +886+1.0% | 加碼 |
| Barclays PLC | 94,476 | $899.1 萬 | 0.01% | +86,366+1,064.9% | 加碼 |
| Principal Financial Group Inc | 99,457 | $946.5 萬 | 0.01% | −266−0.3% | 減碼 |
| Bridgewater Associates, LP | 101,850 | $969.3 萬 | 0.06% | −1,531−1.5% | 減碼 |
| Goldman Sachs Group Inc | 115,381 | $1,098 萬 | 0.00% | +62,907+119.9% | 加碼 |
| NFJ Investment Group, LLC | 122,821 | $1,169 萬 | 0.31% | −1,031−0.8% | 減碼 |
| Systematic Financial Management LP | 136,061 | $1,295 萬 | 0.42% | +17,315+14.6% | 加碼 |
| Renaissance Technologies LLC | 138,810 | $1,321 萬 | 0.02% | +138,810 | 新進 |
| Balyasny Asset Management LLC | 146,926 | $1,398 萬 | 0.05% | +81,281+123.8% | 加碼 |
| New York State Common Retirement Fund | 160,499 | $1,527 萬 | 0.02% | +43,466+37.1% | 加碼 |
| Morgan Stanley | 169,205 | $1,610 萬 | 0.00% | +21,320+14.4% | 加碼 |
| Cardinal Capital Management LLC | 171,100 | $1,628 萬 | 0.58% | −14,635−7.9% | 減碼 |
| Citadel Advisors LLC | 206,085 | $1,961 萬 | 0.02% | +72,251+54.0% | 加碼 |
| GW&K Investment Management, LLC | 209,807 | $1,997 萬 | 0.19% | +6,067+3.0% | 加碼 |
| Norges Bank | 214,416 | $2,041 萬 | 0.00% | +8,555+4.2% | 加碼 |
| Bank of America Corp | 216,457 | $2,060 萬 | 0.00% | +62,780+40.9% | 加碼 |
| Bank of New York Mellon Corp | 236,377 | $2,250 萬 | 0.00% | −17,462−6.9% | 減碼 |
| Janus Henderson Group PLC | 239,602 | $2,280 萬 | 0.02% | +4,067+1.7% | 加碼 |
| Lord, Abbett & Co. LLC | 247,952 | $2,360 萬 | 0.09% | +1,280+0.5% | 加碼 |
| Massachusetts Financial Services Co | 248,528 | $2,365 萬 | 0.01% | +248,528 | 新進 |
| Royce & Associates LP | 292,962 | $2,788 萬 | 0.28% | +14,622+5.3% | 加碼 |
| Charles Schwab Investment Management Inc | 304,118 | $2,894 萬 | 0.01% | +18,365+6.4% | 加碼 |
| Millennium Management LLC | 309,901 | $2,949 萬 | 0.03% | +252,478+439.7% | 加碼 |
| Northern Trust Corp | 311,729 | $2,967 萬 | 0.01% | +7,897+2.6% | 加碼 |
| Capital International Investors | 315,344 | $3,001 萬 | 0.01% | +315,344 | 新進 |
| Macquarie Group Ltd | 364,165 | $3,466 萬 | 0.04% | +6,606+1.8% | 加碼 |
| Victory Capital Management Inc | 438,627 | $4,174 萬 | 0.05% | −779−0.2% | 減碼 |
| Geode Capital Management, LLC | 470,407 | $4,477 萬 | 0.01% | +19,853+4.4% | 加碼 |
| Fisher Asset Management, LLC | 502,666 | $4,784 萬 | 0.03% | −22,499−4.3% | 減碼 |
| Snyder Capital Management L P | 534,246 | $5,084 萬 | 1.08% | −3,268−0.6% | 減碼 |
| Earnest Partners LLC | 783,452 | $7,456 萬 | 0.43% | +279,467+55.5% | 加碼 |
| State Street Corp | 806,762 | $7,678 萬 | 0.00% | +20,824+2.6% | 加碼 |
| Capital World Investors | 830,500 | $7,904 萬 | 0.02% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 890,097 | $8,471 萬 | 0.03% | +325,346+57.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,229,326 | $1.17 億 | 0.19% | +29,618+2.5% | 加碼 |
| JPMorgan Chase & Co | 1,498,564 | $1.43 億 | 0.02% | +328,791+28.1% | 加碼 |
| Capital Research Global Investors | 1,645,403 | $1.57 億 | 0.04% | +1840.0% | 加碼 |
| Cooke & Bieler LP | 1,901,040 | $1.81 億 | 1.76% | +88,945+4.9% | 加碼 |
| Vanguard Group Inc | 2,417,416 | $2.30 億 | 0.01% | +38,520+1.6% | 加碼 |
| BlackRock Inc. | 2,687,942 | $2.56 億 | 0.01% | +28,644+1.1% | 加碼 |
| FMR LLC | 3,391,311 | $3.23 億 | 0.03% | +475,826+16.3% | 加碼 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −149,041−100.0% | 清倉 |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −139,981−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −82,062−100.0% | 清倉 |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −65,900−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −64,995−100.0% | 清倉 |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −53,049−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −50,826−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −29,363−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −24,667−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −21,266−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,487−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,964−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,700−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −4,858−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,485−100.0% | 清倉 |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −3,297−100.0% | 清倉 |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −3,205−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −2,894−100.0% | 清倉 |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −3,504−100.0% | 清倉 |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −1,915−100.0% | 清倉 |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −1,848−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −372−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |