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。
2024 年第 4 季 13F 持有人
Helen of Troy Ltd 在 2024/12/31 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
- 242
- 較 2024 年第 3 季 +1 家
- 持有股數
- 2,400 萬
- 較 2024 年第 3 季 +4.89 萬 (+0.2%)
- 總市值
- $14.4 億
- 較 2024 年第 3 季 −$4,560 萬 (−3.1%)
- 新進機構
- 44
- 另有 88 家加碼
- 清倉機構
- 43
- 另有 67 家減碼
另有 4 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 |
2024 年第 4 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,636,991 | $2.18 億 | 0.00% | +129,676+3.7% | 加碼 |
| FMR LLC | 2,679,872 | $1.60 億 | 0.01% | −200,585−7.0% | 減碼 |
| Vanguard Group Inc | 2,626,315 | $1.57 億 | 0.00% | −14,508−0.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,084,426 | $6,488 萬 | 0.02% | −6,502−0.6% | 減碼 |
| State Street Corp | 931,536 | $5,573 萬 | 0.00% | +36,855+4.1% | 加碼 |
| Pacer Advisors, Inc. | 919,514 | $5,501 萬 | 0.12% | −150,426−14.1% | 減碼 |
| Earnest Partners LLC | 757,339 | $4,531 萬 | 0.20% | +118,982+18.6% | 加碼 |
| Pzena Investment Management LLC | 705,711 | $4,222 萬 | 0.14% | +124,269+21.4% | 加碼 |
| Cooper Creek Partners Management LLC | 689,416 | $4,125 萬 | 1.28% | +689,416 | 新進 |
| Arrowstreet Capital, Limited Partnership | 646,746 | $3,869 萬 | 0.03% | +528,305+446.0% | 加碼 |
| Geode Capital Management, LLC | 534,565 | $3,199 萬 | 0.00% | −1,318−0.2% | 減碼 |
| Charles Schwab Investment Management Inc | 482,154 | $2,885 萬 | 0.01% | +72,076+17.6% | 加碼 |
| William Blair Investment Management, LLC | 440,851 | $2,638 萬 | 0.06% | +8,597+2.0% | 加碼 |
| Morgan Stanley | 372,698 | $2,230 萬 | 0.00% | −17,078−4.4% | 減碼 |
| Bank of America Corp | 364,180 | $2,179 萬 | 0.00% | +162,460+80.5% | 加碼 |
| Bank of New York Mellon Corp | 349,205 | $2,089 萬 | 0.00% | +178,310+104.3% | 加碼 |
| Medina Singh Partners, LLC | 318,463 | $1,905 萬 | 7.81% | +239,593+303.8% | 加碼 |
| Janus Henderson Group PLC | 302,709 | $1,811 萬 | 0.01% | +100,767+49.9% | 加碼 |
| Capital International Investors | 269,597 | $1,613 萬 | 0.00% | 00.0% | 不變 |
| Northern Trust Corp | 258,835 | $1,549 萬 | 0.00% | +32,971+14.6% | 加碼 |
| Wellington Management Group LLP | 239,857 | $1,435 萬 | 0.00% | −2,538−1.0% | 減碼 |
| Goldman Sachs Group Inc | 237,710 | $1,422 萬 | 0.00% | −79,577−25.1% | 減碼 |
| Systematic Financial Management LP | 236,809 | $1,417 萬 | 0.36% | +9,930+4.4% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 234,049 | $1,400 萬 | 0.05% | −1,828−0.8% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 208,190 | $1,246 萬 | 0.04% | −14,930−6.7% | 減碼 |
| Clearbridge Investments, LLC | 203,317 | $1,216 萬 | 0.01% | −2,539−1.2% | 減碼 |
| UBS Group AG | 202,275 | $1,210 萬 | 0.00% | +90,658+81.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 198,201 | $1,186 萬 | 0.01% | −23,287−10.5% | 減碼 |
| AQR Capital Management LLC | 194,788 | $1,165 萬 | 0.02% | −112,653−36.6% | 減碼 |
| Invenomic Capital Management LP | 141,986 | $849.5 萬 | 0.48% | −89,270−38.6% | 減碼 |
| Principal Financial Group Inc | 131,305 | $785.6 萬 | 0.00% | +6,471+5.2% | 加碼 |
| Envestnet Asset Management Inc | 123,912 | $741.4 萬 | 0.00% | +72,870+142.8% | 加碼 |
| Ameriprise Financial Inc | 111,155 | $665.0 萬 | 0.00% | −6,686−5.7% | 減碼 |
| Voloridge Investment Management, LLC | 110,551 | $661.4 萬 | 0.02% | −227,575−67.3% | 減碼 |
| Clearline Capital LP | 110,158 | $659.1 萬 | 0.87% | −95,580−46.5% | 減碼 |
| Citadel Advisors LLC | 107,606 | $643.8 萬 | 0.01% | +43,216+67.1% | 加碼 |
| Wells Fargo & Company | 92,846 | $555.5 萬 | 0.00% | +22,148+31.3% | 加碼 |
| Invesco Ltd. | 91,447 | $547.1 萬 | 0.00% | +23,085+33.8% | 加碼 |
| Nuveen Asset Management, LLC | 91,089 | $545.0 萬 | 0.00% | +154+0.2% | 加碼 |
| JPMorgan Chase & Co | 90,080 | $538.9 萬 | 0.00% | +6,191+7.4% | 加碼 |
| Rhumbline Advisers | 75,283 | $450.4 萬 | 0.00% | −1,623−2.1% | 減碼 |
| Franklin Resources Inc | 72,367 | $433.0 萬 | 0.00% | +62,087+604.0% | 加碼 |
| Woodline Partners LP | 72,180 | $431.9 萬 | 0.03% | +72,180 | 新進 |
| First Trust Advisors LP | 69,856 | $417.9 萬 | 0.00% | +36,795+111.3% | 加碼 |
| Capital Fund Management S.A. | 69,511 | $415.9 萬 | 0.04% | −28,355−29.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 67,543 | $404.1 萬 | 0.19% | +9,225+15.8% | 加碼 |
| Legal & General Group Plc | 64,198 | $384.1 萬 | 0.00% | +709+1.1% | 加碼 |
| UBS Asset Management Americas Inc | 63,912 | $382.4 萬 | 0.00% | +6,196+10.7% | 加碼 |
| Peregrine Capital Management LLC | 58,048 | $347.3 萬 | 0.10% | +22,487+63.2% | 加碼 |
| Public Sector Pension Investment Board | 56,953 | $340.7 萬 | 0.01% | +8,553+17.7% | 加碼 |
| Raymond James Financial Inc | 56,270 | $336.7 萬 | 0.00% | +56,270 | 新進 |
| Deutsche Bank AG | 56,132 | $335.8 萬 | 0.00% | +24,339+76.6% | 加碼 |
| Jane Street Group, LLC | 53,159 | $318.1 萬 | 0.01% | +48,492+1,039.0% | 加碼 |
| Ancora Advisors, LLC | 52,399 | $313.5 萬 | 0.07% | +14,999+40.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 51,624 | $308.9 萬 | 0.05% | +51,624 | 新進 |
| Point72 Hong Kong Ltd | 50,105 | $299.8 萬 | 0.19% | +50,105 | 新進 |
| American Century Companies Inc | 49,293 | $294.9 萬 | 0.00% | +4,528+10.1% | 加碼 |
| Nordea Investment Management AB | 48,961 | $292.3 萬 | 0.00% | +2,675+5.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 47,699 | $284.0 萬 | 0.00% | −43,422−47.7% | 減碼 |
| LPL Financial LLC | 46,225 | $276.6 萬 | 0.00% | −1,605−3.4% | 減碼 |
| Swiss National Bank | 45,000 | $269.2 萬 | 0.00% | +400+0.9% | 加碼 |
| Barclays PLC | 44,779 | $267.9 萬 | 0.00% | +866+2.0% | 加碼 |
| Natixis | 39,700 | $237.5 萬 | 0.02% | +39,700 | 新進 |
| Clark Estates Inc | 37,700 | $225.6 萬 | 0.44% | +37,700 | 新進 |
| PDT Partners, LLC | 35,911 | $214.9 萬 | 0.19% | −6,606−15.5% | 減碼 |
| Russell Investments Group, Ltd. | 35,846 | $214.5 萬 | 0.00% | +56+0.2% | 加碼 |
| SEI Investments Co | 34,867 | $208.6 萬 | 0.00% | +5,920+20.5% | 加碼 |
| Citigroup Inc | 33,100 | $198.0 萬 | 0.00% | +4,556+16.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 32,991 | $197.4 萬 | 0.15% | +32,991 | 新進 |
| Winton Group Ltd | 29,149 | $174.4 萬 | 0.12% | −27,884−48.9% | 減碼 |
| Ninety One UK Ltd | 27,956 | $167.3 萬 | 0.00% | 00.0% | 不變 |
| New York State Teachers Retirement System | 27,145 | $162.4 萬 | 0.00% | −900−3.2% | 減碼 |
| Tudor Investment Corp Et Al | 26,768 | $160.2 萬 | 0.02% | −12,039−31.0% | 減碼 |
| Alliancebernstein L.P. | 26,167 | $156.6 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 25,672 | $153.6 萬 | 0.00% | +8,610+50.5% | 加碼 |
| Verition Fund Management LLC | 23,028 | $137.8 萬 | 0.01% | −35,193−60.4% | 減碼 |
| Villanova Investment Management Co LLC | 22,123 | $132.4 萬 | 1.18% | +2,155+10.8% | 加碼 |
| Price T Rowe Associates Inc | 21,751 | $130.2 萬 | 0.00% | +1,621+8.1% | 加碼 |
| California State Teachers Retirement System | 21,360 | $127.8 萬 | 0.00% | −219−1.0% | 減碼 |
| Atom Investors LP | 21,287 | $127.4 萬 | 0.16% | +21,287 | 新進 |
| Bayesian Capital Management, LP | 20,131 | $120.4 萬 | 0.15% | +5,000+33.0% | 加碼 |
| QSV Equity Investors LLC | 19,553 | $117.0 萬 | 1.12% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 17,663 | $105.7 萬 | 0.00% | −252−1.4% | 減碼 |
| Gotham Asset Management, LLC | 16,858 | $100.9 萬 | 0.01% | +12,100+254.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 15,953 | $95.4 萬 | 0.00% | −1,221−7.1% | 減碼 |
| Fox Run Management, L.L.C. | 14,423 | $86.3 萬 | 0.16% | +14,423 | 新進 |
| HRT Financial LP | 14,149 | $84.6 萬 | 0.00% | +14,149 | 新進 |
| MetLife Investment Management | 13,807 | $82.6 萬 | 0.00% | +787+6.0% | 加碼 |
| Susquehanna International Group, LLP | 13,691 | $81.9 萬 | 0.00% | −18,277−57.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 13,460 | $80.6 萬 | 0.13% | +13,460 | 新進 |
| Avantax Advisory Services, Inc. | 13,428 | $80.3 萬 | 0.01% | +13,428 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 12,970 | $77.6 萬 | 0.00% | +477+3.8% | 加碼 |
| State of Alaska, Department of Revenue | 12,941 | $77.4 萬 | 0.01% | −77−0.6% | 減碼 |
| Illinois Municipal Retirement Fund | 12,595 | $75.4 萬 | 0.01% | +12,595 | 新進 |
| State of Tennessee, Treasury Department | 12,382 | $74.1 萬 | 0.00% | +6,557+112.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,219 | $73.1 萬 | 0.01% | +4,733+63.2% | 加碼 |
| Corebridge Financial, Inc. | 12,134 | $72.6 萬 | 0.00% | −946−7.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 11,908 | $71.2 萬 | 0.01% | +11,908 | 新進 |
| Wellington Shields Capital Management, LLC | 11,800 | $70.6 萬 | 0.12% | 00.0% | 不變 |
| Anchor Capital Advisors LLC | 11,209 | $67.1 萬 | 0.02% | +511+4.8% | 加碼 |