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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 72,367 | $433.0 萬 | 0.00% | +62,087+604.0% | 加碼 |
| Rhumbline Advisers | 75,283 | $450.4 萬 | 0.00% | −1,623−2.1% | 減碼 |
| JPMorgan Chase & Co | 90,080 | $538.9 萬 | 0.00% | +6,191+7.4% | 加碼 |
| Nuveen Asset Management, LLC | 91,089 | $545.0 萬 | 0.00% | +154+0.2% | 加碼 |
| Invesco Ltd. | 91,447 | $547.1 萬 | 0.00% | +23,085+33.8% | 加碼 |
| Wells Fargo & Company | 92,846 | $555.5 萬 | 0.00% | +22,148+31.3% | 加碼 |
| Citadel Advisors LLC | 107,606 | $643.8 萬 | 0.01% | +43,216+67.1% | 加碼 |
| Clearline Capital LP | 110,158 | $659.1 萬 | 0.87% | −95,580−46.5% | 減碼 |
| Voloridge Investment Management, LLC | 110,551 | $661.4 萬 | 0.02% | −227,575−67.3% | 減碼 |
| Ameriprise Financial Inc | 111,155 | $665.0 萬 | 0.00% | −6,686−5.7% | 減碼 |
| Envestnet Asset Management Inc | 123,912 | $741.4 萬 | 0.00% | +72,870+142.8% | 加碼 |
| Principal Financial Group Inc | 131,305 | $785.6 萬 | 0.00% | +6,471+5.2% | 加碼 |
| Invenomic Capital Management LP | 141,986 | $849.5 萬 | 0.48% | −89,270−38.6% | 減碼 |
| AQR Capital Management LLC | 194,788 | $1,165 萬 | 0.02% | −112,653−36.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 198,201 | $1,186 萬 | 0.01% | −23,287−10.5% | 減碼 |
| UBS Group AG | 202,275 | $1,210 萬 | 0.00% | +90,658+81.2% | 加碼 |
| Clearbridge Investments, LLC | 203,317 | $1,216 萬 | 0.01% | −2,539−1.2% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 208,190 | $1,246 萬 | 0.04% | −14,930−6.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 234,049 | $1,400 萬 | 0.05% | −1,828−0.8% | 減碼 |
| Systematic Financial Management LP | 236,809 | $1,417 萬 | 0.36% | +9,930+4.4% | 加碼 |
| Goldman Sachs Group Inc | 237,710 | $1,422 萬 | 0.00% | −79,577−25.1% | 減碼 |
| Wellington Management Group LLP | 239,857 | $1,435 萬 | 0.00% | −2,538−1.0% | 減碼 |
| Northern Trust Corp | 258,835 | $1,549 萬 | 0.00% | +32,971+14.6% | 加碼 |
| Capital International Investors | 269,597 | $1,613 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 302,709 | $1,811 萬 | 0.01% | +100,767+49.9% | 加碼 |
| Medina Singh Partners, LLC | 318,463 | $1,905 萬 | 7.81% | +239,593+303.8% | 加碼 |
| Bank of New York Mellon Corp | 349,205 | $2,089 萬 | 0.00% | +178,310+104.3% | 加碼 |
| Bank of America Corp | 364,180 | $2,179 萬 | 0.00% | +162,460+80.5% | 加碼 |
| Morgan Stanley | 372,698 | $2,230 萬 | 0.00% | −17,078−4.4% | 減碼 |
| William Blair Investment Management, LLC | 440,851 | $2,638 萬 | 0.06% | +8,597+2.0% | 加碼 |
| Charles Schwab Investment Management Inc | 482,154 | $2,885 萬 | 0.01% | +72,076+17.6% | 加碼 |
| Geode Capital Management, LLC | 534,565 | $3,199 萬 | 0.00% | −1,318−0.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 646,746 | $3,869 萬 | 0.03% | +528,305+446.0% | 加碼 |
| Cooper Creek Partners Management LLC | 689,416 | $4,125 萬 | 1.28% | +689,416 | 新進 |
| Pzena Investment Management LLC | 705,711 | $4,222 萬 | 0.14% | +124,269+21.4% | 加碼 |
| Earnest Partners LLC | 757,339 | $4,531 萬 | 0.20% | +118,982+18.6% | 加碼 |
| Pacer Advisors, Inc. | 919,514 | $5,501 萬 | 0.12% | −150,426−14.1% | 減碼 |
| State Street Corp | 931,536 | $5,573 萬 | 0.00% | +36,855+4.1% | 加碼 |
| Dimensional Fund Advisors LP | 1,084,426 | $6,488 萬 | 0.02% | −6,502−0.6% | 減碼 |
| Vanguard Group Inc | 2,626,315 | $1.57 億 | 0.00% | −14,508−0.5% | 減碼 |
| FMR LLC | 2,679,872 | $1.60 億 | 0.01% | −200,585−7.0% | 減碼 |
| BlackRock, Inc. | 3,636,991 | $2.18 億 | 0.00% | +129,676+3.7% | 加碼 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −506,767−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −264,616−100.0% | 清倉 |
| M&G Plc | 0 | $0 | 0.00% | −188,744−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −186,000−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −88,300−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −71,813−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −45,400−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −36,149−100.0% | 清倉 |
| Arizona PSPRS Trust | 0 | $0 | 0.00% | −33,500−100.0% | 清倉 |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −29,663−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −28,700−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −23,400−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,787−100.0% | 清倉 |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −16,748−100.0% | 清倉 |
| Nierenberg Investment Management Company, Inc. | 0 | $0 | 0.00% | −15,080−100.0% | 清倉 |
| Evernest Financial Advisors, LLC | 0 | $0 | 0.00% | −12,531−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −10,895−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,566−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,162−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −7,760−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,754−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,141−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,198−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,129−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −5,092−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,979−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,609−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,544−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,721−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,364−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −2,071−100.0% | 清倉 |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −1,201−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −670−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −255−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Chartwell Investment Partners, LLC | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Planning Capital Management Corp | – | – | – | – | 本季未申報 |
| Naples Money Management LLC | – | – | – | – | 本季未申報 |