Запись по ценной бумаге · архивный квартал
HELE
Helen of Troy Limited · Consumer Defensive · Household & Personal Products
75Отслеживаемые держатели
+2Δ держателей
16.14MАкций в держании
$343.05MОтчётная стоимость
+3Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.7% ·
поток акций -11.0% ·
новые чистые позиции +2.7%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | +3 | 15.88M | $459.58M | +9 | −6 |
| Q1 2026 | 75 | 0 | 13.50M | $194.53M | +8 | −8 |
| Q4 2025 | 75 | +2 | 16.14M | $343.05M | +3 | −1 |
| Q3 2025 | 16 | 0 | 11.02M | $277.82M | +2 | −2 |
| Q2 2025 | 13 | -3 | 11.60M | $329.04M | — | −3 |
| Q1 2025 | 13 | 0 | 3.01M | $161.06M | +2 | −2 |
| Q4 2024 | 13 | -1 | 2.92M | $174.63M | +1 | −2 |
| Q3 2024 | 13 | -2 | 2.14M | $132.59M | — | −2 |
| Q2 2024 | 15 | — | 2.50M | $232.26M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | The Vanguard Group ✦ (пассивный) | 1.53M | -28.7% | $32.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | The Vanguard Group ✦ (пассивный) | 1.53M | -28.7% | $32.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | The Vanguard Group ✦ (пассивный) | 1.53M | -28.7% | $32.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | The Vanguard Group ✦ (пассивный) | 1.53M | -28.7% | $32.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Millennium Management ✦ | 1.05M | +149.2% | $22.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Charles Schwab Investment… | 881.34K | — | $18.73M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 784.87K | — | $16.68M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 784.87K | — | $16.68M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wellington Management ✦ | 756.91K | +1.3% | $16.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Wellington Management ✦ | 756.91K | +1.3% | $16.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 20 | Wellington Management ✦ | 756.91K | +1.3% | $16.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Wellington Management ✦ | 756.91K | +1.3% | $16.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 748.78K | -21.0% | $15.91M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 748.78K | -21.0% | $15.91M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 700.60K | — | $14.89M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 700.60K | — | $14.89M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 700.60K | — | $14.89M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 700.60K | — | $14.89M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 648.55K | — | $13.78M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 648.55K | — | $13.78M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 648.55K | — | $13.78M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 648.55K | — | $13.78M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 648.55K | — | $13.78M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 648.55K | — | $13.78M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 648.55K | — | $13.78M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | UBS Group AG | 616.99K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | UBS Group AG | 616.99K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 616.99K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Geode Capital Management ✦ (пассивный) | 557.23K | +10.0% | $11.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | Geode Capital Management ✦ (пассивный) | 557.23K | +10.0% | $11.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 511.63K | -24.1% | $10.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 511.63K | -24.1% | $10.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | State Street Global Advisors ✦ (пассивный) | 488.52K | -45.6% | $10.38M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Two Sigma Investments ✦ | 396.99K | +113.7% | $8.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Hotchkis & Wiley Capital Management… | 392.67K | — | $8.34M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Jane Street Group, Llc | 288.94K | — | $6.14M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Jane Street Group, Llc | 288.94K | — | $6.14M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Federated Hermes, Inc. | 273.89K | — | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Federated Hermes, Inc. | 273.89K | — | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Capital International Investors | 269.60K | — | $5.73M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Healthcare Of Ontario Pension Plan… | 231.39K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Citadel Advisors ✦ | 223.52K | +502.3% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 223.52K | +502.3% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Northern Trust Corp | 190.31K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Northern Trust Corp | 190.31K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Northern Trust Corp | 190.31K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Northern Trust Corp | 190.31K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Northern Trust Corp | 190.31K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 182.12K | -62.4% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 182.12K | -62.4% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 182.12K | -62.4% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 182.12K | -62.4% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 177.29K | -0.7% | $3.77M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 177.29K | -0.7% | $3.77M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 177.29K | -0.7% | $3.77M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 177.29K | -0.7% | $3.77M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 177.29K | -0.7% | $3.77M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 76 | Envestnet Asset Management Inc | 164.96K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Marshall Wace ✦ | 156.09K | Новый | $3.32M | 0.0% | New | 1 | SEC ↗ |
| 78 | Marshall Wace ✦ | 156.09K | Новый | $3.32M | 0.0% | New | 1 | SEC ↗ |
| 79 | Marshall Wace ✦ | 156.09K | Новый | $3.32M | 0.0% | New | 1 | SEC ↗ |
| 80 | Squarepoint Ops LLC | 148.39K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Franklin Resources Inc | 144.74K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Franklin Resources Inc | 144.74K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Franklin Resources Inc | 144.74K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Franklin Resources Inc | 144.74K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Wells Fargo & Company/Mn | 137.34K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Wells Fargo & Company/Mn | 137.34K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Wells Fargo & Company/Mn | 137.34K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Barclays Plc | 114.55K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Barclays Plc | 114.55K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Barclays Plc | 114.55K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Invesco Ltd. | 112.49K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Invesco Ltd. | 112.49K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Invesco Ltd. | 112.49K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Invesco Ltd. | 112.49K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 81.03K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 81.03K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 81.03K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 81.03K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 81.03K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 81.03K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Marshall Wace | $3.32M | 0.0% |
| Marshall Wace | $3.32M | 0.0% |
| Marshall Wace | $3.32M | 0.0% |
Закрыто
| Fisher Asset Management | $248,850 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 187 держатели, 21.01M акции, $303.60M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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