§ CONSUMER PRODUCTS
USD · Consumer productsHELE
HELEN OF TROY LTD
USDSector · Consumer productsBeta · 1.30
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
129 increased/new, 52 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 0.75 | EPS (TTM) | -39.15 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 1.7M | 0.0% | −1% |
| RWWM, INC. | 1.2M | 1.2% | +86% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | n/a | n/a |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 927K | 0.5% | +64% |
| Charles Schwab Investment Mgmt | 924K | 0.0% | +5% |
| DE Shaw | 764K | 0.0% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for HELE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.4% · 0 holders
OTHER1.9% · 129 holders
PASSIVE / INDEX0.5% · 7 holders
DEALER / BANK0.5% · 21 holders
QUALITY / COMPOUNDER0.3% · 12 holders
ACTIVIST0.1% · 1 holder
DEEP VALUE0.1% · 2 holders
TACTICAL / MACRO0.1% · 4 holders
SYSTEMATIC / QUANT0.1% · 7 holders
INCOME / DEFENSIVE0.0% · 6 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HELE in the last 180 days.