HELE NASDAQ
Helen of Troy Limited
1W: +5.8%
1M: +25.4%
3M: +33.9%
YTD: +20.3%
1Y: -20.7%
3Y: -73.8%
5Y: -88.9%
$25.65
+0.86 (+3.47%)
Weekly Expected Move ±12.7%
$17
$20
$23
$25
$28
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — HELE
230
Institutional Holders
-14 vs prior quarter
0.0%
Ownership
+0.00pp
$251M
Total Invested
38
New Positions
51
Increased
121
Reduced
71
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (304 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 2,013,728 | $$52M | — | +0.0% | 1Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,745,908 | $$45M | -15,398 | -0.9% | 7Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 1,526,957 | $$39M | -614,765 | -28.7% | 12Q | SEC ↗ |
| 4 | RWWM, Inc. | 1,173,829 | $$30M | +541,689 | +85.7% | 4Q | SEC ↗ |
| 5 | MILLENNIUM MANAGEMENT LLC | 1,049,381 | $$27M | +628,300 | +149.2% | 4Q | SEC ↗ |
| 6 | PARADIGM CAPITAL MANAGEMENT INC/NY | 927,100 | $$24M | +362,900 | +64.3% | 2Q | SEC ↗ |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 924,012 | $$24M | +42,668 | +4.8% | 13Q | SEC ↗ |
| 8 | AQR CAPITAL MANAGEMENT LLC | 762,771 | $$20M | +585,479 | +330.2% | 13Q | SEC ↗ |
| 9 | PZENA INVESTMENT MANAGEMENT LLC | 761,173 | $$20M | -186,395 | -19.7% | 7Q | SEC ↗ |
| 10 | D. E. Shaw & Co., Inc. | 748,783 | $$19M | -199,403 | -21.0% | 12Q | SEC ↗ |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 730,888 | $$19M | -26,021 | -3.4% | 13Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 640,356 | $$16M | -144,512 | -18.4% | 13Q | SEC ↗ |
| 13 | CastleKnight Management LP | 629,700 | $$16M | +161,400 | +34.5% | 4Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 606,798 | $$16M | -41,750 | -6.4% | 13Q | SEC ↗ |
| 15 | Invenomic Capital Management LP | 593,310 | $$15M | +38,325 | +6.9% | 6Q | SEC ↗ |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 578,350 | $$15M | +21,119 | +3.8% | 13Q | SEC ↗ |
| 17 | STATE STREET CORP | 515,647 | $$13M | +27,131 | +5.6% | 13Q | SEC ↗ |
| 18 | DIMENSIONAL FUND ADVISORS LP | 498,745 | $$13M | -201,859 | -28.8% | 13Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 491,774 | $$13M | -531,486 | -51.9% | 13Q | SEC ↗ |
| 20 | TWO SIGMA INVESTMENTS, LP | 396,991 | $$10M | +211,206 | +113.7% | 2Q | SEC ↗ |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 395,885 | $$10M | +3,220 | +0.8% | 7Q | SEC ↗ |
| 22 | MORGAN STANLEY | 374,573 | $$10M | +52,442 | +16.3% | 12Q | SEC ↗ |
| 23 | Prescott Group Capital Management, L.L | 356,111 | $$9M | +245,820 | +222.9% | 2Q | SEC ↗ |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 332,593 | $$9M | — | +0.0% | 1Q | SEC ↗ |
| 25 | FEDERATED HERMES, INC. | 273,893 | $$7M | +86,741 | +46.3% | 12Q | SEC ↗ |
| 26 | EARNEST PARTNERS LLC | 262,634 | $$7M | -49,034 | -15.7% | 12Q | SEC ↗ |
| 27 | Balyasny Asset Management L.P. | 257,000 | $$7M | +177,931 | +225.0% | 2Q | SEC ↗ |
| 28 | Rubric Capital Management LP NEW | 256,937 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 223,520 | $$6M | +186,409 | +502.3% | 2Q | SEC ↗ |
| 30 | Glenmede Investment Management, LP | 219,326 | $$6M | -12,527 | -5.4% | 2Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 192,769 | $$5M | +10,644 | +5.8% | 13Q | SEC ↗ |
| 32 | NORTHERN TRUST CORP | 190,031 | $$5M | -282 | -0.1% | 13Q | SEC ↗ |
| 33 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 179,500 | $$5M | -51,891 | -22.4% | 2Q | SEC ↗ |
| 34 | Engineers Gate Manager LP | 174,000 | $$4M | +114,546 | +192.7% | 2Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 169,869 | $$4M | +4,905 | +3.0% | 13Q | SEC ↗ |
| 36 | VANGUARD FIDUCIARY TRUST CO NEW | 156,238 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 37 | MARSHALL WACE, LLP NEW | 156,093 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 38 | BARCLAYS PLC | 155,064 | $$4M | +40,515 | +35.4% | 13Q | SEC ↗ |
| 39 | HSBC HOLDINGS PLC NEW | 137,389 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 40 | WELLS FARGO & COMPANY/MN | 137,344 | $$4M | -39,812 | -22.5% | 12Q | SEC ↗ |
| 41 | Trexquant Investment LP NEW | 133,448 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Vanguard Global Advisers, LLC NEW | 126,139 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | JACOBS LEVY EQUITY MANAGEMENT, INC | 116,595 | $$3M | -133,047 | -53.3% | 7Q | SEC ↗ |
| 44 | Aquatic Capital Management LLC | 100,665 | $$3M | +82,116 | +442.7% | 2Q | SEC ↗ |
| 45 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. NEW | 97,659 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 46 | TWO SIGMA ADVISERS, LP NEW | 95,900 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | EverSource Wealth Advisors, LLC | 93,789 | $$2M | +93,659 | +72045.4% | 13Q | SEC ↗ |
| 48 | Gladstone Institutional Advisory LLC | 92,233 | $$2M | +5,990 | +6.9% | 13Q | SEC ↗ |
| 49 | Susquehanna Portfolio Strategies, LLC | 80,955 | $$2M | -22,030 | -21.4% | 4Q | SEC ↗ |
| 50 | Pinnacle Holdings, LLC | 80,274 | $$2M | +12,288 | +18.1% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 2,013,728 | $$52M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 332,593 | $$9M |
| Rubric Capital Management LP | 256,937 | $$7M |
| VANGUARD FIDUCIARY TRUST CO | 156,238 | $$4M |
| MARSHALL WACE, LLP | 156,093 | $$4M |
| HSBC HOLDINGS PLC | 137,389 | $$4M |
| Trexquant Investment LP | 133,448 | $$3M |
| Vanguard Global Advisers, LLC | 126,139 | $$3M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 97,659 | $$3M |
| TWO SIGMA ADVISERS, LP | 95,900 | $$2M |
| NOMURA HOLDINGS INC | 79,884 | $$2M |
| RENAISSANCE TECHNOLOGIES LLC | 39,610 | $$1M |
| IEQ CAPITAL, LLC | 33,543 | $$860K |
| EntryPoint Capital, LLC | 32,150 | $$825K |
| TUDOR INVESTMENT CORP ET AL | 31,258 | $$802K |
| Cerity Partners LLC | 29,934 | $$768K |
| Walleye Trading LLC | 29,333 | $$752K |
| FOX RUN MANAGEMENT, L.L.C. | 27,995 | $$718K |
| Man Group plc | 24,842 | $$637K |
| Caprock Group, LLC | 18,843 | $$483K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 381,645 | $$10M |
| M&G Plc | 330,309 | $$8M |
| Capital International Investors | 269,597 | $$7M |
| Pacer Advisors, Inc. | 207,670 | $$5M |
| Squarepoint Ops LLC | 148,390 | $$4M |
| Allspring Global Investments Holdin | 144,162 | $$4M |
| FIRST TRUST ADVISORS LP | 127,173 | $$3M |
| Counterpoint Mutual Funds LLC | 125,416 | $$3M |
| Y-Intercept (Hong Kong) Ltd | 106,051 | $$3M |
| Campbell & CO Investment Adviser LL | 94,883 | $$2M |
| CAPITAL FUND MANAGEMENT S.A. | 94,744 | $$2M |
| PUBLIC SECTOR PENSION INVESTMENT BO | 89,582 | $$2M |
| Villanova Investment Management Co | 85,242 | $$2M |
| VICTORY CAPITAL MANAGEMENT INC | 81,053 | $$2M |
| Point72 Asset Management, L.P. | 74,117 | $$2M |
| NORDEA INVESTMENT MANAGEMENT AB | 73,770 | $$2M |
| LPL Financial LLC | 52,500 | $$1M |
| Jain Global LLC | 48,220 | $$1M |
| PRINCIPAL FINANCIAL GROUP INC | 47,427 | $$1M |
| Weiss Asset Management LP | 47,100 | $$1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | +628,300 | +149.2% | 1,049,381 |
| AQR CAPITAL MANAGEMENT LLC | +585,479 | +330.2% | 762,771 |
| RWWM, Inc. | +541,689 | +85.7% | 1,173,829 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | +362,900 | +64.3% | 927,100 |
| Prescott Group Capital Management, | +245,820 | +222.9% | 356,111 |
| TWO SIGMA INVESTMENTS, LP | +211,206 | +113.7% | 396,991 |
| CITADEL ADVISORS LLC | +186,409 | +502.3% | 223,520 |
| Balyasny Asset Management L.P. | +177,931 | +225.0% | 257,000 |
| CastleKnight Management LP | +161,400 | +34.5% | 629,700 |
| Engineers Gate Manager LP | +114,546 | +192.7% | 174,000 |
| EverSource Wealth Advisors, LLC | +93,659 | +72045.4% | 93,789 |
| FEDERATED HERMES, INC. | +86,741 | +46.3% | 273,893 |
| Aquatic Capital Management LLC | +82,116 | +442.7% | 100,665 |
| CM Management, LLC | +55,000 | +366.7% | 70,000 |
| MORGAN STANLEY | +52,442 | +16.3% | 374,573 |
| Creative Planning | +46,617 | +172.1% | 73,705 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +42,668 | +4.8% | 924,012 |
| BARCLAYS PLC | +40,515 | +35.4% | 155,064 |
| Invenomic Capital Management LP | +38,325 | +6.9% | 593,310 |
| Blueshift Asset Management, LLC | +32,768 | +198.5% | 49,278 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VANGUARD GROUP INC | -614,765 | -28.7% | 1,526,957 |
| UBS Group AG | -548,342 | -88.9% | 68,650 |
| GOLDMAN SACHS GROUP INC | -531,486 | -51.9% | 491,774 |
| JANE STREET GROUP, LLC | -248,078 | -85.9% | 40,862 |
| DIMENSIONAL FUND ADVISORS LP | -201,859 | -28.8% | 498,745 |
| D. E. Shaw & Co., Inc. | -199,403 | -21.0% | 748,783 |
| PZENA INVESTMENT MANAGEMENT LLC | -186,395 | -19.7% | 761,173 |
| AMERIPRISE FINANCIAL INC | -144,512 | -18.4% | 640,356 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -133,047 | -53.3% | 116,595 |
| FRANKLIN RESOURCES INC | -128,974 | -89.1% | 15,765 |
| Walleye Capital LLC | -57,149 | -99.7% | 145 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -55,947 | -82.2% | 12,154 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -51,891 | -22.4% | 179,500 |
| EARNEST PARTNERS LLC | -49,034 | -15.7% | 262,634 |
| BANK OF AMERICA CORP /DE | -41,750 | -6.4% | 606,798 |
| WELLS FARGO & COMPANY/MN | -39,812 | -22.5% | 137,344 |
| Invesco Ltd. | -32,743 | -29.1% | 79,748 |
| WELLINGTON MANAGEMENT GROUP LLP | -26,021 | -3.4% | 730,888 |
| Susquehanna Portfolio Strategies, L | -22,030 | -21.4% | 80,955 |
| ExodusPoint Capital Management, LP | -21,663 | -46.0% | 25,457 |