ETF Holdings Breakdown of HELE

Stock Name	Helen of Troy Ltd
Ticker	HELE(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	BMG4388N1065

HELE institutional holdings

The following institutional investment holdings of HELE have been identified

Date ETF ISIN/Name Num Shares Book value
2025-09-29 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 17,684 USD 455,009

2025-09-29 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 17,495 USD 450,146

2025-09-29 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 1,623 USD 41,760 1.1%

Total = 36,802 USD 946,915
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-29	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	17,684	USD 455,009
2025-09-29	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	17,495	USD 450,146
2025-09-29	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	1,623	USD 41,760 1.1%
Total =	36,802	USD 946,915

News associated with HELE

Head to Head Analysis: Helen of Troy (NASDAQ:HELE) vs. Pola Orbis (OTCMKTS:PORBF): Pola Orbis (OTCMKTS:PORBF – Get Free Report) and Helen of Troy (NASDAQ:HELE – Get Free Report) are both consumer staples companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, profitability, analyst recommendations, institutional ownership, earnings, risk and valuation. Profitability This table compares Pola Orbis […] - 2025-09-05 02:52:57
Helen of Troy (NASDAQ:HELE) & Nu Skin Enterprises (NYSE:NUS) Head-To-Head Survey: Helen of Troy (NASDAQ:HELE – Get Free Report) and Nu Skin Enterprises (NYSE:NUS – Get Free Report) are both small-cap consumer staples companies, but which is the superior stock? We will contrast the two businesses based on the strength of their dividends, institutional ownership, profitability, risk, earnings, analyst recommendations and valuation. Earnings & Valuation This […] - 2025-09-02 04:58:53
Comparing Helen of Troy (NASDAQ:HELE) and Pola Orbis (OTCMKTS:PORBF): Pola Orbis (OTCMKTS:PORBF – Get Free Report) and Helen of Troy (NASDAQ:HELE – Get Free Report) are both consumer staples companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, risk, dividends, valuation, analyst recommendations, earnings and institutional ownership. Analyst Ratings This is a summary […] - 2025-08-20 02:22:50
Maryland State Retirement & Pension System Reduces Stock Position in Helen of Troy Limited (NASDAQ:HELE): Maryland State Retirement & Pension System lessened its holdings in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 13.6% during the first quarter, HoldingsChannel reports. The institutional investor owned 6,657 shares of the company’s stock after selling 1,047 shares during the quarter. Maryland State Retirement & Pension System’s holdings in Helen of Troy were […] - 2025-08-17 05:20:59
US Bancorp DE Has $572,000 Stock Position in Helen of Troy Limited (NASDAQ:HELE): US Bancorp DE boosted its holdings in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 22.8% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,692 shares of the company’s stock after purchasing an additional 1,983 shares during the quarter. US […] - 2025-08-12 04:43:03
Clark Estates Inc. NY Sells 3,500 Shares of Helen of Troy Limited (NASDAQ:HELE): Clark Estates Inc. NY lowered its stake in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 9.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,200 shares of the company’s stock after selling 3,500 shares during the quarter. Clark Estates Inc. NY’s holdings […] - 2025-07-30 04:30:56
Choreo LLC Makes New Investment in Helen of Troy Limited (NASDAQ:HELE): Choreo LLC acquired a new position in Helen of Troy Limited (NASDAQ:HELE – Free Report) in the 1st quarter, HoldingsChannel reports. The firm acquired 7,030 shares of the company’s stock, valued at approximately $376,000. Other institutional investors and hedge funds have also recently modified their holdings of the company. American Century Companies Inc. increased its […] - 2025-07-29 05:56:54
Envestnet Asset Management Inc. Acquires 25,713 Shares of Helen of Troy Limited (NASDAQ:HELE): Envestnet Asset Management Inc. grew its holdings in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 20.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 149,625 shares of the company’s stock after purchasing an additional 25,713 shares during […] - 2025-07-22 08:19:02
Bank of New York Mellon Corp Sells 182,554 Shares of Helen of Troy Limited (NASDAQ:HELE): Bank of New York Mellon Corp lessened its stake in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 52.3% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 166,651 shares of the company’s stock after selling 182,554 shares during the period. […] - 2025-07-22 08:19:00
Helen of Troy Limited (NASDAQ:HELE) Shares Purchased by Envestnet Asset Management Inc.: Envestnet Asset Management Inc. boosted its holdings in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 20.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 149,625 shares of the company’s stock after purchasing an additional 25,713 shares during the period. Envestnet Asset Management […] - 2025-07-22 07:24:51
Helen of Troy Limited (NASDAQ:HELE) Shares Sold by Bank of New York Mellon Corp: Bank of New York Mellon Corp lessened its stake in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 52.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 166,651 shares of the company’s stock after selling 182,554 shares during the quarter. […] - 2025-07-22 07:24:50
Wednesday 7/16 Insider Buying Report: DYN, HELE: Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make money. Today - 2025-07-16 12:12:03
Helen Of Troy Guides Q2 Well Below Estimates; Stock Plummets 20% - Update: (RTTNews) - While reporting financial results for the first quarter on Thursday, Helen of Troy Ltd. (HELE) provided earnings, adjusted earnings and total revenue guidance for the second quarter, well below estimates. - 2025-07-10 08:28:54
Helen of Troy (NASDAQ:HELE) Trading Down 6.6% Following Analyst Downgrade: Helen of Troy Limited (NASDAQ:HELE – Get Free Report) shares dropped 6.6% during trading on Monday after Canaccord Genuity Group lowered their price target on the stock from $53.00 to $47.00. Canaccord Genuity Group currently has a buy rating on the stock. Helen of Troy traded as low as $30.35 and last traded at $30.51. […] - 2025-07-08 02:56:44
Two Sigma Investments LP Sells 133,826 Shares of Helen of Troy Limited (NASDAQ:HELE): Two Sigma Investments LP decreased its position in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 94.9% during the 4th quarter, Holdings Channel reports. The institutional investor owned 7,208 shares of the company’s stock after selling 133,826 shares during the quarter. Two Sigma Investments LP’s holdings in Helen of Troy were worth […] - 2025-06-10 04:25:02
GAMMA Investing LLC Has $20 Million Stake in Helen of Troy Limited (NASDAQ:HELE): GAMMA Investing LLC boosted its position in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 7,625.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 37,390 shares of the company’s stock after purchasing an additional 36,906 shares during the quarter. GAMMA Investing […] - 2025-06-06 05:46:55
State of Wyoming Has $49,000 Position in Helen of Troy Limited (NASDAQ:HELE): State of Wyoming lowered its holdings in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 52.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 814 shares of the company’s stock after selling 905 shares during […] - 2025-05-30 05:12:58
ProShare Advisors LLC Has $411,000 Stock Holdings in Helen of Troy Limited (NASDAQ:HELE): ProShare Advisors LLC boosted its position in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 44.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,868 shares of the company’s stock after acquiring an additional 2,114 shares during the period. […] - 2025-05-28 05:46:52
Deutsche Bank AG Acquires 24,339 Shares of Helen of Troy Limited (NASDAQ:HELE): Deutsche Bank AG lifted its stake in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 76.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 56,132 shares of the company’s stock after purchasing an additional 24,339 shares during the […] - 2025-05-21 04:52:48
Stifel Financial Corp Makes New Investment in Helen of Troy Limited (NASDAQ:HELE): Stifel Financial Corp purchased a new position in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 9,109 shares of the company’s stock, valued at approximately $545,000. A number of other large investors have […] - 2025-05-12 04:54:56
Voya Investment Management LLC Decreases Position in Helen of Troy Limited (NASDAQ:HELE): Voya Investment Management LLC reduced its position in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 6.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 6,888 shares of the company’s stock after selling 495 shares during the period. Voya Investment Management LLC’s holdings in Helen of Troy were worth […] - 2025-05-11 05:34:56
56,270 Shares in Helen of Troy Limited (NASDAQ:HELE) Bought by Raymond James Financial Inc.: Raymond James Financial Inc. bought a new position in Helen of Troy Limited (NASDAQ:HELE – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 56,270 shares of the company’s stock, valued at approximately $3,367,000. Raymond James Financial Inc. owned about 0.25% of […] - 2025-04-28 04:51:02
Sterling Capital Management LLC Grows Stock Position in Helen of Troy Limited (NASDAQ:HELE): Sterling Capital Management LLC boosted its position in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 844.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 718 shares of the company’s stock after buying an additional 642 shares during the quarter. Sterling […] - 2025-04-25 06:02:58
UBS Group Cuts Helen of Troy (NASDAQ:HELE) Price Target to $38.00: Helen of Troy (NASDAQ:HELE – Free Report) had its price target reduced by UBS Group from $68.00 to $38.00 in a report published on Thursday,Benzinga reports. They currently have a neutral rating on the stock. Separately, StockNews.com upgraded shares of Helen of Troy from a “hold” rating to a “buy” rating in a report on […] - 2025-04-20 04:58:46
Bank of Montreal Can Boosts Stake in Helen of Troy Limited (NASDAQ:HELE): Bank of Montreal Can raised its holdings in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 50.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 25,672 shares of the company’s stock after buying an additional 8,610 shares during the quarter. Bank of Montreal Can’s holdings in Helen of Troy were worth $1,536,000 […] - 2025-04-18 05:38:51
Helen of Troy Limited (NASDAQ:HELE) Shares Sold by Federated Hermes Inc.: Federated Hermes Inc. decreased its position in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 53.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 5,419 shares of the company’s stock after selling 6,239 shares during the period. Federated Hermes Inc.’s holdings in Helen of Troy were worth $324,000 at the […] - 2025-04-18 04:57:07
Geode Capital Management LLC Trims Stake in Helen of Troy Limited (NASDAQ:HELE): Geode Capital Management LLC lessened its holdings in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 0.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 534,565 shares of the company’s stock after selling 1,318 shares during the quarter. Geode Capital […] - 2025-04-17 04:52:59
Fmr LLC Trims Holdings in Helen of Troy Limited (NASDAQ:HELE): Fmr LLC lowered its holdings in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 7.0% in the fourth quarter, Holdings Channel reports. The firm owned 2,679,872 shares of the company’s stock after selling 200,585 shares during the quarter. Fmr LLC owned 0.12% of Helen of Troy worth $160,337,000 as of its most […] - 2025-04-14 05:15:06
Corebridge Financial Inc. Sells 946 Shares of Helen of Troy Limited (NASDAQ:HELE): Corebridge Financial Inc. lessened its stake in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,134 shares of the company’s stock after selling 946 shares during the […] - 2025-04-07 04:32:49
Avantax Advisory Services Inc. Makes New $803,000 Investment in Helen of Troy Limited (NASDAQ:HELE): Avantax Advisory Services Inc. acquired a new position in Helen of Troy Limited (NASDAQ:HELE – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 13,428 shares of the company’s stock, valued at approximately $803,000. Other hedge funds and other institutional investors have also bought and sold shares of the company. GAMMA Investing […] - 2025-03-21 06:46:50

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