Guru Ownership Trend
Guru Analysis for Helen of Troy Limited (HELE)
Helen of Troy Limited (HELE), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $54.9 M.
Top institutional holders include Richard Pzena and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $4.94 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 330.2%. Conversely, Chuck Royce reduced exposure by 25.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Helen of Troy Limited (HELE)
Major holders include Richard Pzena ($10.98 M), Cliff Asness ($10.85 M), HOTCHKIS & WILEY ($5.71 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.02 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.94 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited HELE. The total reported sell value was $4.32 M.
Yes, 1 managers opened new positions in HELE, and 3 increased their existing holdings. The total reported buy value was $9.25 M.
