Helen Of Troy Ltd. (HELE)

CONSUMER STAPLES: PERSONAL PRODUCTS
SIC: ELECTRIC HOUSEWARES & FANS

6827 MARKET AVE EL PASO, TX 79915

Helen Of Troy Corp. designs, develops, imports and distributes an expanding portfolio of brand-name consumer products. The company has two active segments: Personal Care and Housewares. It uses outside manufacturers to produce its goods and sells to mass merchandisers and others in the U.S. and elsewhere.

Data as of 2021-05-01 09:47:06 -0400
Market Cap5.164 Billion Shares Outstanding24.45 Million Avg 30-day Volume248.562 Thousand
P/E Ratio22.58824 Dividend Yield0.0 EPS9.01
Price/Sales2.76 Debt to Equity1.91 EBITDA338.353 Million
Price to Book Value4.64 Forward PE Enterprise Value5.898 Billion
Total Cash156.661 Million Current Debt598.505 Million Gross Profit889.579 Million
BETA0.6862 52-week High/Low265.97 / 158.97 Next Earnings Date Price to Cash FLow (P/CF) 61.0754
Data provided by IEX Cloud
View SEC Filings from HELE instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 2 4 -50.0% 0 (0.0%) 0 (0.0%)
Funds Holding: 301 301 0.0% 70 (4.2%) 83 (5.16%) -15.66%
13F shares: 25.95 Million 24.841 Million 4.46% 4.676 Million 5.255 Million -11.03%
% Ownership 97.9814 18.4418 20.7271 -11.03%
New Positions: 46 60 -23.33% 14 26 -46.15%
Increased Positions 101 94 7.45% 21 28 -25.0%
Closed Positions 46 18 155.56% 27 7 285.71%
Reduced Positions 122 110 10.91% 32 26 23.08%
Total Calls 128.805 Thousand 110.239 Thousand 16.84% 35.6 Thousand 35.7 Thousand -0.28%
Total Puts 60.709 Thousand 81.304 Thousand -25.33% 23.4 Thousand 21.1 Thousand 10.9%
PUT/CALL Ratio 0.47 0.74 -36.49% 0.66 0.59 11.86%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

View recent insider trading info

Funds Holding HELE (via 13F filings)

Refresh Download CSV Download Excel (.xlsx) Download TSV
Filter by:
to
to
to
Refresh
*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HELE BETA

Active Schedule 13D and 13G filings

Please sign in first

Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MININBERG JULIEN CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
67,981 2021-04-14 10

GRASS BRIAN CHIEF FINANCIAL OFFICER

  • Officer
47,834 2021-04-14 6

CARSON VINCENT D

  • Director
8,316 2021-03-01 7

ABROMOVITZ GARY B

  • Director
6,664 2021-03-01 5

MEEKER TIMOTHY F

  • Director
5,254 2021-03-01 5

WOODY DARREN G

  • Director
5,954 2021-03-01 4

RAFF BERYL

  • Director
4,674 2021-03-01 4

CASE THURMAN K

  • Director
2,539 2021-03-01 4

BERRY KRISTA

  • Director
2,361 2021-03-01 4

SUSETKA WILLIAM

  • Director
5,896 2020-06-01 1

BUTTERWORTH JOHN B

  • Director
7,631 2017-06-01 0

OPPENHEIM RICHARD J VICE PRESIDENT

  • Officer
756 2017-05-16 0

DAVERN ALEXANDER M

  • Director
2,313 2017-03-01 0

BENSON THOMAS J CHIEF OPERATIONS OFFICER

  • Officer
5,020 2016-03-01 0

TELLES ADOLPHO R

  • Director
11,780 2014-06-03 0

RUBIN GERALD J CHAIRMAN, CEO & PRESIDENT

  • Officer
  • Director
1,807,228 2013-10-29 0

RUBIN BYRON H

  • Director
12,000 2010-05-18 0

RUBIN STANLEE N

  • Director
1,812,922 2009-08-25 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

MININBERG JULIEN - Director - Officer CHIEF EXECUTIVE OFFICER

2021-04-16 17:11:51 -0400 2021-04-14 A 13,920 a 26,217 direct 2.1933 0.2344 2.1933 2 0.0 1

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-04-16 17:09:30 -0400 2021-04-14 A 3,046 a 47,834 direct 2.1933 0.2344 2.1933 2 0.0 1

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-04-16 17:09:30 -0400 2021-04-14 A 308 a 35,654 direct 2.1933 0.2344 2.1933 2 0.0 1

MININBERG JULIEN - Director - Officer CHIEF EXECUTIVE OFFICER

2021-04-16 17:11:51 -0400 2021-04-14 A 13,922 a 67,981 direct 2.1933 0.2344 2.1933 2 0.0 1

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-04-16 17:09:30 -0400 2021-04-14 A 6,090 a 44,788 direct 2.1933 0.2344 2.1933 2 0.0 1

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-04-16 17:09:30 -0400 2021-04-14 A 616 a 35,346 direct 2.1933 0.2344 2.1933 2 0.0 1

MININBERG JULIEN - Director - Officer CHIEF EXECUTIVE OFFICER

2021-04-16 17:11:51 -0400 2021-04-14 A 27,842 a 54,059 direct 2.1933 0.2344 2.1933 2 0.0 1

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-04-16 17:09:30 -0400 2021-04-14 A 3,044 a 38,698 direct 2.1933 0.2344 2.1933 2 0.0 1

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-04-16 17:09:30 -0400 2021-04-14 A 306 a 34,730 direct 2.1933 0.2344 2.1933 2 0.0 1

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
HELEN OF TROY LTD HELE 2021-05-06 22:15:03 UTC -0.2038 0.2538 1100000
HELEN OF TROY LTD HELE 2021-05-06 21:45:04 UTC -0.2038 0.2538 1100000
HELEN OF TROY LTD HELE 2021-05-06 21:15:03 UTC -0.2038 0.2538 1100000
HELEN OF TROY LTD HELE 2021-05-06 20:45:03 UTC -0.2038 0.2538 1100000
HELEN OF TROY LTD HELE 2021-05-06 20:15:03 UTC -0.2038 0.2538 1100000
HELEN OF TROY LTD HELE 2021-05-06 19:45:03 UTC -0.2038 0.2538 1100000
HELEN OF TROY LTD HELE 2021-05-06 19:15:02 UTC -0.2038 0.2538 1100000
HELEN OF TROY LTD HELE 2021-05-06 18:45:04 UTC -0.204 0.254 1100000
HELEN OF TROY LTD HELE 2021-05-06 18:15:03 UTC -0.204 0.254 1100000
HELEN OF TROY LTD HELE 2021-05-06 17:45:03 UTC -0.204 0.254 1100000
HELEN OF TROY LTD HELE 2021-05-06 17:15:03 UTC -0.204 0.254 1100000
HELEN OF TROY LTD HELE 2021-05-06 16:45:03 UTC -0.2054 0.2554 1100000
HELEN OF TROY LTD HELE 2021-05-06 16:15:03 UTC -0.2054 0.2554 1100000
HELEN OF TROY LTD HELE 2021-05-06 15:45:03 UTC -0.2054 0.2554 1100000
HELEN OF TROY LTD HELE 2021-05-06 15:15:03 UTC -0.2054 0.2554 1100000
HELEN OF TROY LTD HELE 2021-05-06 14:45:03 UTC -0.2041 0.2541 1100000
HELEN OF TROY LTD HELE 2021-05-06 14:15:02 UTC -0.2041 0.2541 1100000
HELEN OF TROY LTD HELE 2021-05-06 13:45:04 UTC -0.2041 0.2541 1100000
HELEN OF TROY LTD HELE 2021-05-06 13:15:03 UTC -0.2041 0.2541 1100000
HELEN OF TROY LTD HELE 2021-05-06 12:45:03 UTC -0.2041 0.2541 1100000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
Advanced Series Trust- AST Academic Strategies Asset Allocation Portfolio HELE -1000.0 shares, $-222190.0 2020-12-31 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund HELE -2300.0 shares, $-511037.0 2020-12-31 N-PORT
VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND HELE -8864.0 shares, $-1969492.16 2020-12-31 N-PORT
SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Asset Inflation Managed Fund HELE -1064.0 shares, $-236410.16 2020-12-31 N-PORT
Series Portfolios Trust- Weiss Alternative Balanced Risk Fund HELE -97.0 shares, $-23692.25 2021-01-31 N-PORT
SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND HELE -864.0 shares, $-187315.2 2021-02-28 N-PORT

Elevate your investments