174 tracked 13F filers disclose a position in HELE as of the latest SEC 13F filings, a combined $344.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $25.2M | 1.7M | ▼−0.9% Reduced · −15K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $14.5M | 1.0M | →First observed position No prior filed position | Q1 2026 | |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.3M | 924K | ▲+4.8% Added · +43K sh | Q1 2026 | |
| 4 | Sixth Street Partners Management Company, L.P. | $23.3M | 802K | ▲New +802K sh | Q2 2026 | |
| 5 | D. E. Shaw & Co., Inc. | $11.0M | 764K | ▲+2.1% Added · +16K sh | Q1 2026 | |
| 6 | AQR CAPITAL MANAGEMENT LLC | $10.8M | 763K | ▲+330% Added · +585K sh | Q1 2026 | |
| 7 | PZENA INVESTMENT MANAGEMENT LLC | $19.7M | 677K | ▼−11% Reduced · −85K sh | Q2 2026 | |
| 8 | Invenomic Capital Management LP | $9.4M | 649K | ▲+9.5% Added · +56K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $9.2M | 640K | ▼−18% Reduced · −145K sh | Q1 2026 | |
| 10 | CastleKnight Management LP | $9.1M | 630K | ▲+34% Added · +161K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $17.8M | 613K | ▲+6.0% Added · +35K sh | Q2 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $8.8M | 607K | ▼−6.4% Reduced · −42K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $15.3M | 526K | ▲+2.0% Added · +11K sh | Q2 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $7.2M | 499K | ▼−29% Reduced · −202K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $7.1M | 492K | ▼−3.9% Reduced · −20K sh | Q1 2026 | |
| 16 | PARADIGM CAPITAL MANAGEMENT INC/NY | $14.2M | 488K | ▼−47% Reduced · −439K sh | Q2 2026 | |
| 17 | FEDERATED HERMES, INC. | $6.6M | 461K | ▲+68% Added · +187K sh | Q1 2026 | |
| 18 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $12.7M | 438K | ▲+23% Added · +82K sh | Q2 2026 | |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $5.7M | 396K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 20 | Rubric Capital Management LP | $5.3M | 366K | ▲+43% Added · +109K sh | Q1 2026 | |
| 21 | EARNEST PARTNERS LLC | $9.8M | 338K | ▲+42% Added · +101K sh | Q2 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.8M | 333K | →First observed position No prior filed position | Q1 2026 | |
| 23 | MORGAN STANLEY | $4.0M | 281K | ▼−25% Reduced · −94K sh | Q1 2026 | |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $3.7M | 257K | ▲+225% Added · +178K sh | Q1 2026 | |
| 25 | MARSHALL WACE, LLP | $3.2M | 223K | ▲+43% Added · +67K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in HELE and 23 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| BANK OF AMERICA CORPBAC | 83 funds | $19.6B |
| MICROSOFT CORPMSFT | 82 funds | $153.8B |
| BROADCOM INCAVGO | 82 funds | $90.8B |
| ALPHABET INC-CL AGOOGL | 82 funds | $88.1B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $65.0B |
| JPMORGAN CHASE & COJPM | 82 funds | $33.9B |
| WELLS FARGO & COWFC | 82 funds | $11.1B |
| AMAZON.COM INCAMZN | 81 funds | $107.9B |
| UNITEDHEALTH GROUP INCUNH | 81 funds | $17.8B |
| CITIGROUP INCC | 81 funds | $17.8B |
| GENERAL DYNAMICS CORPGD | 81 funds | $4.4B |
| NVIDIA CORPNVDA | 80 funds | $227.7B |
Ranked by how many of HELE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 16, 2025 | JUDGE TESSA | Chief Legal Officer | Buy (P) | 435 | $10K |
| Jul 15, 2025 | SCHEUERMAN TRACY | Chief Financial Officer | Buy (P) | 10K | $201K |
| Jul 15, 2025 | Grass Brian | Chief Executive Officer | Buy (P) | 10K | $215K |
| May 11, 2023 | Grass Brian | Chief Financial Officer | Buy (P) | 4K | $336K |
| May 11, 2023 | Grass Brian | Chief Financial Officer | Buy (P) | 2K | $144K |
| May 5, 2022 | ABROMOVITZ GARY B | Director | Sell (S) | 1K | $217K |
| Nov 12, 2021 | Mininberg Julien | Chief Executive Officer, Director | Sell (S) | 30 | $7K |
| Nov 12, 2021 | Mininberg Julien | Chief Executive Officer, Director | Sell (S) | 4K | $886K |
| Nov 12, 2021 | Mininberg Julien | Chief Executive Officer, Director | Sell (S) | 36 | $9K |
| Nov 12, 2021 | Mininberg Julien | Chief Executive Officer, Director | Sell (S) | 3K | $731K |
| Oct 13, 2021 | Grass Brian | Chief Financial Officer | Sell (S) | 2K | $443K |
| Aug 11, 2021 | CARSON VINCENT D | Director | Sell (S) | 3K | $593K |
Connected entities for HELE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HELE/capital-change-brief"
Use Arkolith's capital_change_brief for HELE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HELE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.