- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 8 Feb 2024
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 8 listed it in both
- Shares listed
- 6,512,936
- combined, among listed positions
- Reported value
- $865m
- combined, at the quarter end
1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.
Among the 93 comparable managers: 5 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing HELE in Q4 2023
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 3,333,213 | $403m | under 0.1% | Added | +265,056 | 5 Nov 2026 (the filing on sec.gov) |
| Capital Research Global Investors | 1,761,029 | $213m | 0.05% | Added | +114,215 | 13 Feb 2024 (the filing on sec.gov) |
| Capital World Investors | 685,000 | $83m | under 0.1% | Trimmed | -145,500 | 13 Feb 2024 (the filing on sec.gov) |
| Polen Capital Management LLC† Value as filed implies a price far from other filers'. | 20,112 | $81m | 0.20% | Trimmed | -1,963 | 10 May 2024 (the filing on sec.gov) |
| MFS Investment Management | 329,375 | $40m | under 0.1% | Trimmed | -9,216 | 8 Feb 2024 (the filing on sec.gov) |
| Man Group PLC | 248,324 | $30m | 0.08% | Added | +7,748 | 14 Feb 2024 (the filing on sec.gov) |
| First Eagle Investment Management LLC | 79,539 | $9.6m | under 0.1% | Added | +28,739 | 8 Feb 2024 (the filing on sec.gov) |
| Bridgewater Associates LP | 43,812 | $5.3m | under 0.1% | Trimmed | -5,451 | 14 Feb 2024 (the filing on sec.gov) |
| Quantbot Technologies LP | 12,532 | $1.5m | 0.09% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 3,333,213 shares now+265,056
- Capital Research Global Investorsexisting position · 1,761,029 shares now+114,215
- First Eagle Investment Management LLCexisting position · 79,539 shares now+28,739
- Quantbot Technologies LPnew position · 12,532 shares now+12,532
- Man Group PLCexisting position · 248,324 shares now+7,748
Reductions
- Capital World Investorsexisting position · 685,000 shares now-145,500
- MFS Investment Managementexisting position · 329,375 shares now-9,216
- Bridgewater Associates LPexisting position · 43,812 shares now-5,451
- Polen Capital Management LLCexisting position · 20,112 shares now-1,963
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2013 | 1 | $59m | n.a. | n.a. |
| Q1 2014 | 5 | $541m | n.a. | n.a. |
| Q2 2014 | 5 | $222m | n.a. | n.a. |
| Q3 2014 | 2 | $68m | n.a. | n.a. |
| Q4 2014 | 2 | $191m | n.a. | n.a. |
| Q1 2015 | 3 | $542m | n.a. | n.a. |
| Q2 2015 | 4 | $618m | n.a. | n.a. |
| Q3 2015 | 3 | $559m | n.a. | n.a. |
| Q4 2015 | 2 | $470m | n.a. | n.a. |
| Q1 2016 | 2 | $509m | n.a. | n.a. |
| Q2 2016 | 2 | $497m | n.a. | n.a. |
| Q3 2016 | 4 | $367m | n.a. | n.a. |
| Q4 2016 | 1 | $353m | n.a. | n.a. |
| Q1 2017 | 1 | $375m | n.a. | n.a. |
| Q2 2017 | 2 | $363m | n.a. | n.a. |
| Q3 2017 | 1 | $390m | n.a. | n.a. |
| Q4 2017 | 1 | $380m | n.a. | n.a. |
| Q1 2018 | 1 | $333m | n.a. | n.a. |
| Q2 2018 | 1 | $348m | n.a. | n.a. |
| Q3 2018 | 2 | $483m | n.a. | n.a. |
| Q4 2018 | 8 | $418m | n.a. | n.a. |
| Q1 2019 | 6 | $348m | n.a. | n.a. |
| Q2 2019 | 7 | $482m | n.a. | n.a. |
| Q3 2019 | 5 | $733m | n.a. | n.a. |
| Q4 2019 | 7 | $834m | n.a. | n.a. |
| Q1 2020 | 8 | $604m | n.a. | n.a. |
| Q2 2020 | 5 | $742m | n.a. | n.a. |
| Q3 2020 | 5 | $716m | n.a. | n.a. |
| Q4 2020 | 7 | $920m | n.a. | n.a. |
| Q1 2021 | 8 | $957m | n.a. | n.a. |
| Q2 2021 | 7 | $1.1bn | n.a. | n.a. |
| Q3 2021 | 9 | $1.2bn | n.a. | n.a. |
| Q4 2021 | 8 | $1.2bn | n.a. | n.a. |
| Q1 2022 | 7 | $601m | n.a. | n.a. |
| Q2 2022 | 10 | $500m | n.a. | n.a. |
| Q3 2022 | 8 | $260m | n.a. | n.a. |
| Q4 2022 | 6 | $294m | n.a. | n.a. |
| Q1 2023 | 6 | $252m | n.a. | n.a. |
| Q2 2023 | 12 | $424m | n.a. | n.a. |
| Q3 2023 | 9 | $739m | n.a. | n.a. |
| Q4 2023 | 9 | $865m | 5 | 4 |
| Q1 2024 | 8 | $278m | 2 | 6 |
| Q2 2024 | 5 | $83m | 1 | 5 |
| Q3 2024 | 4 | $28m | 4 | 3 |
| Q4 2024 | 3 | $43m | 1 | 2 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own HELE, latest filings →Back to the 13F Explorer →