HELE Institutional Ownership
Helen of Troy Limited
1W: -0.8%
1M: +0.1%
3M: +3.7%
YTD: +41.7%
1Y: +43.1%
3Y: -71.8%
5Y: -87.2%
$29.20
+0.68 (+2.37%)
Weekly Expected Move ±6.8%
$24
$26
$28
$30
$32
Credit Risk of going bust: higher than 76% of companies Debt: 51.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.42 (down 92%), Helen of Troy Limited would be worth roughly what it owes.
Total debt $725.4M against a stock market value of $683.0M.
Distance to default 2.90 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $348.8M (short-term plus half of long-term), stock volatility 53.7%; Altman Z 1.74. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.42 (down 92%), Helen of Troy Limited would be worth roughly what it owes.
Total debt $725.4M against a stock market value of $683.0M.
Distance to default 2.90 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $348.8M (short-term plus half of long-term), stock volatility 53.7%; Altman Z 1.74. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — HELE
236
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$668M
Total Invested
50
New Positions
75
Increased
79
Reduced
33
Closed
1.29
Put/Call Ratio
Ownership Trends
Top Institutional Holders (270 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,883,032 | $55M | +137,124 | +7.9% | 8Q | SEC ↗ |
| 2 | AQR CAPITAL MANAGEMENT LLC | 1,322,587 | $39M | +559,816 | +73.4% | 14Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 993,527 | $29M | -13,337 | -1.3% | 2Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 954,568 | $28M | +347,770 | +57.3% | 15Q | SEC ↗ |
| 5 | D. E. Shaw & Co., Inc. | 824,267 | $24M | +59,966 | +7.8% | 17Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 824,238 | $24M | +93,350 | +12.8% | 15Q | SEC ↗ |
| 7 | Sixth Street Partners Management Compa NEW | 802,085 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 802,085 | $23M | -121,927 | -13.2% | 15Q | SEC ↗ |
| 9 | MILLENNIUM MANAGEMENT LLC | 779,831 | $23M | +636,368 | +443.6% | 6Q | SEC ↗ |
| 10 | DIMENSIONAL FUND ADVISORS LP | 692,821 | $20M | +194,076 | +38.9% | 74Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 678,837 | $20M | +38,481 | +6.0% | 16Q | SEC ↗ |
| 12 | PZENA INVESTMENT MANAGEMENT LLC | 676,577 | $20M | -84,596 | -11.1% | 8Q | SEC ↗ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 613,277 | $18M | +34,927 | +6.0% | 92Q | SEC ↗ |
| 14 | CastleKnight Management LP | 569,900 | $17M | -59,800 | -9.5% | 5Q | SEC ↗ |
| 15 | STATE STREET CORP | 526,239 | $15M | +10,592 | +2.1% | 46Q | SEC ↗ |
| 16 | PARADIGM CAPITAL MANAGEMENT INC/NY | 488,000 | $14M | -439,100 | -47.4% | 3Q | SEC ↗ |
| 17 | RWWM, INC. | 474,611 | $14M | -699,218 | -59.6% | 5Q | SEC ↗ |
| 18 | AMERICAN CENTURY COMPANIES INC | 461,325 | $13M | +393,513 | +580.3% | 13Q | SEC ↗ |
| 19 | Prescott Group Capital Management, L.L | 437,773 | $13M | +81,662 | +22.9% | 3Q | SEC ↗ |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 378,663 | $11M | +46,070 | +13.9% | 2Q | SEC ↗ |
| 21 | Woodline Partners LP NEW | 367,060 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 22 | FEDERATED HERMES, INC. | 358,224 | $10M | -102,538 | -22.3% | 55Q | SEC ↗ |
| 23 | Invenomic Capital Management LP | 357,451 | $10M | -292,008 | -45.0% | 8Q | SEC ↗ |
| 24 | EARNEST PARTNERS LLC | 338,312 | $10M | +100,671 | +42.4% | 15Q | SEC ↗ |
| 25 | MORGAN STANLEY | 325,752 | $10M | +44,948 | +16.0% | 60Q | SEC ↗ |
| 26 | HSBC HOLDINGS PLC | 297,763 | $9M | +160,374 | +116.7% | 2Q | SEC ↗ |
| 27 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 282,065 | $8M | -113,820 | -28.8% | 8Q | SEC ↗ |
| 28 | GOLDMAN SACHS GROUP INC | 263,128 | $8M | -228,646 | -46.5% | 15Q | SEC ↗ |
| 29 | JACOBS LEVY EQUITY MANAGEMENT, INC | 213,294 | $6M | +96,699 | +82.9% | 8Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 211,949 | $6M | +199,795 | +1643.9% | 9Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 207,731 | $6M | +37,862 | +22.3% | 31Q | SEC ↗ |
| 32 | RENAISSANCE TECHNOLOGIES LLC | 204,810 | $6M | +165,200 | +417.1% | 2Q | SEC ↗ |
| 33 | NORTHERN TRUST CORP | 200,555 | $6M | +10,524 | +5.5% | 110Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 195,808 | $6M | +53,511 | +37.6% | 73Q | SEC ↗ |
| 35 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 179,500 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 36 | Pacer Advisors, Inc. NEW | 156,976 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 155,205 | $5M | -1,033 | -0.7% | 2Q | SEC ↗ |
| 38 | Trexquant Investment LP | 154,189 | $5M | +20,741 | +15.5% | 2Q | SEC ↗ |
| 39 | PANAGORA ASSET MANAGEMENT INC NEW | 147,072 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Vanguard Global Advisers, LLC | 118,432 | $3M | -7,707 | -6.1% | 2Q | SEC ↗ |
| 41 | UBS Group AG | 115,972 | $3M | +47,322 | +68.9% | 47Q | SEC ↗ |
| 42 | Invesco Ltd. | 111,966 | $3M | +32,218 | +40.4% | 79Q | SEC ↗ |
| 43 | IEQ CAPITAL, LLC | 111,437 | $3M | +77,894 | +232.2% | 2Q | SEC ↗ |
| 44 | GSA CAPITAL PARTNERS LLP | 110,865 | $3M | +72,757 | +190.9% | 3Q | SEC ↗ |
| 45 | Jump Financial, LLC | 106,204 | $3M | +43,651 | +69.8% | 4Q | SEC ↗ |
| 46 | Creative Planning | 104,010 | $3M | +30,305 | +41.1% | 44Q | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 95,229 | $3M | +15,045 | +18.8% | 76Q | SEC ↗ |
| 48 | FRANKLIN RESOURCES INC | 86,544 | $3M | +70,779 | +449.0% | 13Q | SEC ↗ |
| 49 | Pinnacle Holdings, LLC | 80,606 | $2M | +332 | +0.4% | 3Q | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 79,959 | $2M | +23,781 | +42.3% | 39Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 802,085 | $23M |
| Woodline Partners LP | 367,060 | $11M |
| Pacer Advisors, Inc. | 156,976 | $5M |
| PANAGORA ASSET MANAGEMENT INC | 147,072 | $4M |
| Y-Intercept (Hong Kong) Ltd | 61,610 | $2M |
| Mariner, LLC | 58,314 | $2M |
| Empowered Funds, LLC | 58,005 | $2M |
| Quinn Opportunity Partners LLC | 57,413 | $2M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 52,687 | $2M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 50,212 | $1M |
| TWO SIGMA INVESTMENTS, LP | 42,237 | $1M |
| Jain Global LLC | 34,970 | $1M |
| VICTORY CAPITAL MANAGEMENT INC | 31,477 | $919K |
| Numerai GP LLC | 29,581 | $864K |
| BOOTHBAY FUND MANAGEMENT, LLC | 25,758 | $752K |
| XTX Topco Ltd | 21,222 | $620K |
| STIFEL FINANCIAL CORP | 14,480 | $423K |
| Counterpoint Mutual Funds LLC | 14,051 | $410K |
| CAPTRUST FINANCIAL ADVISORS | 13,287 | $388K |
| DIVERSIFIED TRUST CO | 11,796 | $344K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 381,645 | $11M |
| Rubric Capital Management LP | 366,226 | $11M |
| Capital International Investors | 269,597 | $8M |
| Balyasny Asset Management L.P. | 257,000 | $8M |
| MARSHALL WACE, LLP | 223,397 | $7M |
| Squarepoint Ops LLC | 148,390 | $4M |
| Aquatic Capital Management LLC | 100,665 | $3M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 97,659 | $3M |
| Campbell & CO Investment Adviser LL | 94,883 | $3M |
| CAPITAL FUND MANAGEMENT S.A. | 94,744 | $3M |
| Seven Six Capital Management, LLC | 76,200 | $2M |
| CM Management, LLC | 70,000 | $2M |
| BNP PARIBAS ASSET MANAGEMENT Holdin | 54,617 | $2M |
| PRINCIPAL FINANCIAL GROUP INC | 47,427 | $1M |
| Weiss Asset Management LP | 47,100 | $1M |
| PRUDENTIAL FINANCIAL INC | 45,283 | $1M |
| Villanova Investment Management Co | 42,621 | $1M |
| JANE STREET GROUP, LLC | 40,862 | $1M |
| Brooklyn Investment Group | 35,796 | $1M |
| CLARK ESTATES INC/NY | 34,200 | $999K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | +636,368 | +443.6% | 779,831 |
| AQR CAPITAL MANAGEMENT LLC | +559,816 | +73.4% | 1,322,587 |
| AMERICAN CENTURY COMPANIES INC | +393,513 | +580.3% | 461,325 |
| BANK OF AMERICA CORP /DE | +347,770 | +57.3% | 954,568 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +199,795 | +1643.9% | 211,949 |
| DIMENSIONAL FUND ADVISORS LP | +194,076 | +38.9% | 692,821 |
| RENAISSANCE TECHNOLOGIES LLC | +165,200 | +417.1% | 204,810 |
| HSBC HOLDINGS PLC | +160,374 | +116.7% | 297,763 |
| BlackRock, Inc. | +137,124 | +7.9% | 1,883,032 |
| EARNEST PARTNERS LLC | +100,671 | +42.4% | 338,312 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +96,699 | +82.9% | 213,294 |
| WELLINGTON MANAGEMENT GROUP LLP | +93,350 | +12.8% | 824,238 |
| Prescott Group Capital Management, | +81,662 | +22.9% | 437,773 |
| IEQ CAPITAL, LLC | +77,894 | +232.2% | 111,437 |
| GSA CAPITAL PARTNERS LLP | +72,757 | +190.9% | 110,865 |
| FRANKLIN RESOURCES INC | +70,779 | +449.0% | 86,544 |
| FMR LLC | +69,179 | +1631.2% | 73,420 |
| D. E. Shaw & Co., Inc. | +59,966 | +7.8% | 824,267 |
| ACADIAN ASSET MANAGEMENT LLC | +55,620 | +264.4% | 76,653 |
| WELLS FARGO & COMPANY/MN | +53,511 | +37.6% | 195,808 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RWWM, INC. | -699,218 | -59.6% | 474,611 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | -439,100 | -47.4% | 488,000 |
| Invenomic Capital Management LP | -292,008 | -45.0% | 357,451 |
| GOLDMAN SACHS GROUP INC | -228,646 | -46.5% | 263,128 |
| BARCLAYS PLC | -151,007 | -97.4% | 4,057 |
| JPMORGAN CHASE & CO | -147,305 | -76.4% | 45,464 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -121,927 | -13.2% | 802,085 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -113,820 | -28.8% | 282,065 |
| Engineers Gate Manager LP | -108,263 | -62.2% | 65,737 |
| FEDERATED HERMES, INC. | -102,538 | -22.3% | 358,224 |
| PZENA INVESTMENT MANAGEMENT LLC | -84,596 | -11.1% | 676,577 |
| CastleKnight Management LP | -59,800 | -9.5% | 569,900 |
| Blueshift Asset Management, LLC | -42,365 | -86.0% | 6,913 |
| TUDOR INVESTMENT CORP ET AL | -34,949 | -66.3% | 17,744 |
| Man Group plc | -28,759 | -57.2% | 21,543 |
| NOMURA HOLDINGS INC | -27,991 | -35.0% | 51,893 |
| SEI INVESTMENTS CO | -24,129 | -71.7% | 9,508 |
| Susquehanna Portfolio Strategies, L | -22,942 | -28.3% | 58,013 |
| FOX RUN MANAGEMENT, L.L.C. | -15,680 | -56.0% | 12,315 |
| Gladstone Institutional Advisory LL | -14,044 | -15.2% | 78,189 |