Institutional shares held 20 Million
540K calls
509K puts
Total value of holdings $568M
$15.3M calls
$14.5M puts
Market Cap $668M
23,990,100 Shares Out.
Institutional ownership 83.34%
# of Institutions 281


Latest Institutional Activity in HELE

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 150K ($4.17M)
Q1 2025
Sg Americas Securities, LLC Shares Held: 13.4K ($372K)
Q1 2025
Qrg Capital Management, Inc. Shares Held: 3.88K ($108K)
Q1 2025
Principal Financial Group Inc Shares Held: 135K ($3.75M)
Q1 2025
Oppenheimer Asset Management Inc. Shares Held: 12.9K ($360K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 699 ($19.5K)
Q1 2025
Ninety One Uk LTD Shares Held: 17.6K ($490K)
Q1 2025
New York State Teachers Retirement System Shares Held: 23.4K ($653K)
Q1 2025
Rhumbline Advisers Shares Held: 72.1K ($2.01M)
Q1 2025
First Hawaiian Bank Shares Held: 9.65K ($269K)

About HELE

Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments: Home & Outdoor, Health & Wellness, and Beauty. The Home & Outdoor segment offers food preparation tools and gadgets, storage containers, and organization products; coffee makers, grinders, manual pour overs, and tea kettles; household cleaning products, shower organization, and bathroom accessories; feeding and drinking products, child seating products, cleaning tools, and nursery accessories; insulated water bottles, hydration packs, drinkware, mugs, food containers, lunch containers, insulated totes, soft coolers, and accessories; and technical and outdoor sports packs, travel packs, luggage, daypacks, and everyday packs. The Health & Wellness segment provides thermometers, blood pressure monitors, pulse oximeters, nasal aspirators, and humidifiers; faucet mount water-filtration systems and pitcher-based water filtration systems; and air purifiers, heaters, fans, and humidifiers. The Beauty segment offers grooming brushes, tools, and decorative hair accessories; and shampoos, liquid hair styling, and treatment and conditioning products, as well as hair appliances. The company sells its products through mass merchandisers, drugstore chains, warehouse clubs, home improvement stores, grocery and specialty stores, beauty supply and e-commerce retailers, wholesalers, and various types of distributors, as well as directly to consumers under the OXO, Good Grips, Hydro Flask, Soft Works, OXO tot, OXO Brew, OXO Strive, OXO Outdoor, Osprey, PUR, Honeywell, Braun, Vicks, Drybar, Hot Tools, Revlon, and Bed Head brands. Helen of Troy Limited was incorporated in 1968 and is headquartered in El Paso, Texas.


Insider Transactions at HELE

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
58.3K Shares
From 11 Insiders
Grant, award, or other acquisition 58.3K shares
Sell / Disposition
5.16K Shares
From 3 Insiders
Payment of exercise price or tax liability 5.16K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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