Helen of TroyHELE
13F holders, Q4 2024 (December 31)241holders −4
37new positions
43sold out
8famous investors
$59.83avg. 13F price*
At the end of Q4 2024, 241 institutions reported holding Helen of Troy Ltd. (HELE) in their 13F filings, down 4 from Q3 2024. 37 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($217.6M), FMR LLC ($160.3M) and Vanguard Group Inc. ($157.1M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Helen of Troy Ltd.
- CUSIP
- G4388N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $65.5M |
| Exits | 43 | $102.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,422,653 shares bought and 3,491,776 shares sold, net −69,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 241 holders
| BlackRock, Inc. | 0.00% | Add +3.7% | 3,636,991 | $217.6M |
| FMR LLC | 0.01% | Reduce -7.0% | 2,679,872 | $160.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 2,626,315 | $157.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.6% | 1,084,426 | $64.9M |
| State Street Corp. | 0.00% | Add +4.1% | 931,536 | $55.7M |
| Pacer Advisors, Inc. | 0.12% | Reduce -14.1% | 919,514 | $55.0M |
| Earnest Partners LLC | 0.20% | Add +18.6% | 757,339 | $45.3M |
| Pzena Investment Management LLC | 0.14% | Add +21.4% | 705,711 | $42.2M |
| Cooper Creek Partners Management LLC | 1.28% | New | 689,416 | $41.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +446.1% | 646,746 | $38.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 534,565 | $32.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +17.6% | 482,154 | $28.8M |
| William Blair Investment Management, LLC | 0.06% | Add +2.0% | 440,851 | $26.4M |
| Morgan Stanley | 0.00% | Reduce -4.4% | 372,698 | $22.3M |
| Bank of America Corp. | 0.00% | Add +80.5% | 364,180 | $21.8M |
| Bank of New York Mellon Corp | 0.00% | Add +104.3% | 349,205 | $20.9M |
| Medina Value Partners, LLC | 7.81% | Add +303.8% | 318,463 | $19.1M |
| Janus Henderson Group PLC | 0.01% | Add +49.9% | 302,709 | $18.1M |
| Capital International Investors | 0.00% | No change | 269,597 | $16.1M |
| Northern Trust Corp. | 0.00% | Add +14.6% | 258,835 | $15.5M |
| Wellington Management Group LLP | 0.00% | Reduce -1.1% | 239,857 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.1% | 237,710 | $14.2M |
| Systematic Financial Management LP | 0.36% | Add +4.4% | 236,809 | $14.2M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Reduce -0.8% | 234,049 | $14.0M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -6.7% | 208,190 | $12.5M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.2% | 203,317 | $12.2M |
| UBS Group AG | 0.00% | Add +81.2% | 202,275 | $12.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -10.5% | 198,201 | $11.9M |
| AQR Capital Management | 0.01% | Reduce -36.6% | 194,788 | $11.7M |
| Invenomic Capital Management LP | 0.48% | Reduce -38.6% | 141,986 | $8.5M |
| Principal Financial Group Inc. | 0.00% | Add +5.2% | 131,305 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +142.8% | 123,912 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 111,155 | $6.7M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -67.3% | 110,551 | $6.6M |
| Clearline Capital LP | 0.87% | Reduce -46.5% | 110,158 | $6.6M |
| Citadel Advisors | 0.01% | Add +67.1% | 107,606 | $6.4M |
| Wells Fargo & Company | 0.00% | Add +31.3% | 92,846 | $5.6M |
| Invesco Ltd. | 0.00% | Add +33.8% | 91,447 | $5.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.2% | 91,089 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 90,080 | $5.4M |
| Rhumbline Advisers | 0.00% | Reduce -2.1% | 75,283 | $4.5M |
| Franklin Resources Inc. | 0.00% | Add +604.0% | 72,367 | $4.3M |
| Woodline Partners LP | 0.03% | New | 72,180 | $4.3M |
| First Trust Advisors LP | 0.00% | Add +111.3% | 69,856 | $4.2M |
| Capital Fund Management S.A. | 0.04% | Reduce -29.0% | 69,511 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +15.8% | 67,543 | $4.0M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 64,198 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.7% | 63,912 | $3.8M |
| Peregrine Capital Management LLC | 0.10% | Add +63.2% | 58,048 | $3.5M |
| Public Sector Pension Investment Board | 0.01% | Add +17.7% | 56,953 | $3.4M |
| Raymond James Financial Inc. | 0.00% | — | 56,270 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +76.5% | 56,132 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +1039.0% | 53,159 | $3.2M |
| Ancora Advisors LLC | 0.07% | Add +40.1% | 52,399 | $3.1M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 51,624 | $3.1M |
| Point72 Hong Kong Ltd | 0.19% | New | 50,105 | $3.0M |
| American Century Companies Inc. | 0.00% | Add +10.1% | 49,293 | $2.9M |
| Nordea Investment Management AB | 0.00% | Add +5.8% | 48,961 | $2.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -47.6% | 47,699 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 46,225 | $2.8M |
| Swiss National Bank | 0.00% | Add +0.9% | 45,000 | $2.7M |
| Barclays PLC | 0.00% | Add +2.0% | 44,779 | $2.7M |
| Natixis | 0.02% | New | 39,700 | $2.4M |
| Clark Estates Inc. | 0.44% | New | 37,700 | $2.3M |
| PDT Partners, LLC | 0.19% | Reduce -15.5% | 35,911 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.2% | 35,846 | $2.1M |
| Sei Investments Co. | 0.00% | Add +20.4% | 34,867 | $2.1M |
| Citigroup Inc. | 0.00% | Add +16.0% | 33,100 | $2.0M |
| Campbell & CO Investment Adviser LLC | 0.15% | New | 32,991 | $2.0M |
| WINTON GROUP Ltd | 0.12% | Reduce -48.9% | 29,149 | $1.7M |
| Ninety One UK Ltd | 0.00% | No change | 27,956 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -3.2% | 27,145 | $1.6M |
| Tudor Investment Corporation | 0.02% | Reduce -31.0% | 26,768 | $1.6M |
| Alliancebernstein L.P. | 0.00% | No change | 26,167 | $1.6M |
| Bank of Montreal | 0.00% | Add +50.5% | 25,672 | $1.5M |
| Verition Fund Management LLC | 0.01% | Reduce -60.5% | 23,028 | $1.4M |
| Villanova Investment Management Co LLC | 1.18% | Add +10.8% | 22,123 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.1% | 21,751 | $1.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.0% | 21,360 | $1.3M |
| Atom Investors LP | 0.16% | New | 21,287 | $1.3M |
| Bayesian Capital Management, LP | 0.15% | Add +33.0% | 20,131 | $1.2M |
| QSV Equity Investors LLC | 1.12% | No change | 19,553 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 17,663 | $1.1M |
| Gotham Asset Management | 0.01% | Add +254.3% | 16,858 | $1.0M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -7.1% | 15,953 | $954K |
| Fox Run Management, L.L.C. | 0.16% | New | 14,423 | $863K |
| HRT Financial LP | 0.00% | New | 14,149 | $846K |
| MetLife Investment Management, LLC | 0.00% | Add +6.0% | 13,807 | $826K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.2% | 13,691 | $819K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 13,460 | $806K |
| Avantax Advisory Services, Inc. | 0.01% | New | 13,428 | $803K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.8% | 12,970 | $776K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.6% | 12,941 | $774K |
| Illinois Municipal Retirement Fund | 0.01% | New | 12,595 | $754K |
| State of Tennessee, Department of Treasury | 0.00% | Add +112.6% | 12,382 | $741K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +63.2% | 12,219 | $731K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.2% | 12,134 | $726K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 11,908 | $712K |
| Wellington Shields Capital Management, LLC | 0.12% | No change | 11,800 | $706K |
| Anchor Capital Advisors LLC | 0.02% | Add +4.8% | 11,209 | $671K |
"% of holder's portfolio" is HELE's weight in each manager's 13F, not the share of Helen of Troy Ltd. the manager owns.