Holdings Channel



Quotes delayed 20 minutes

Email EnvelopeFree HELE Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding HELE

On this page, we present all of the funds holding HELE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HELE, with a link to that fund's top holdings. The next columns indicate the amount of HELE stock held by each of the funds holding HELE, followed by the HELE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 264 funds holding HELE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by FMR LLC. For more details on the positions held by FMR LLC (or by any of the other funds holding HELE), click the fund name in the "Holder" column of the funds-holding-HELE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
FMR LLC3,333,213$402,685 12/31/2023
     HELE3,333,213$402,685 12/31/2023
BlackRock Inc.2,822,079$340,935 12/31/2023
     HELE2,822,079$340,935 12/31/2023
Vanguard Group Inc.2,403,637$290,383 12/31/2023
     HELE2,403,637$290,383 12/31/2023
Cooke & Bieler LP1,998,725$241,466 12/31/2023
     HELE1,998,725$241,466 12/31/2023
Capital Research Global Investors1,761,029$212,750 12/31/2023
     HELE1,761,029$212,750 12/31/2023
Dimensional Fund Advisors LP1,042,755$125,977 12/31/2023
     HELE1,042,755$125,977 12/31/2023
Allspring Global Investments Holdings LLC920,098$106,032 03/31/2024
     HELE920,098$106,032 03/31/2024
State Street Corp834,717$100,842 12/31/2023
     HELE834,717$100,842 12/31/2023
JPMorgan Chase & Co.776,916$93,859 12/31/2023
     HELE776,916$93,859 12/31/2023
Capital World Investors685,000$82,755 12/31/2023
     HELE685,000$82,755 12/31/2023
Earnest Partners LLC584,920$70,664 12/31/2023
     HELE584,920$70,664 12/31/2023
Geode Capital Management LLC539,239$65,153 12/31/2023
     HELE539,239$65,153 12/31/2023
Snyder Capital Management L P486,172$62,492 12/31/2023
     HELE486,172$62,492 12/31/2023
Macquarie Group Ltd.494,917$59,791 12/31/2023
     HELE494,917$59,791 12/31/2023
Fisher Asset Management LLC419,143$50,637 12/31/2023
     HELE419,143$50,637 12/31/2023
Charles Schwab Investment Management Inc.334,843$40,452 12/31/2023
     HELE334,843$40,452 12/31/2023
Massachusetts Financial Services Co. MA329,375$39,792 12/31/2023
     HELE329,375$39,792 12/31/2023
Capital International Investors315,344$38,097 12/31/2023
     HELE315,344$38,097 12/31/2023
Northern Trust Corp304,616$36,801 12/31/2023
     HELE304,616$36,801 12/31/2023
Goldman Sachs Group Inc.257,050$31,054 12/31/2023
     HELE257,050$31,054 12/31/2023
Man Group plc248,324$30,000 12/31/2023
     HELE248,324$30,000 12/31/2023
Norges Bank226,637$27,380 12/31/2023
     HELE226,637$27,380 12/31/2023
Bank of New York Mellon Corp232,601$26,805 03/31/2024
     HELE232,601$26,805 03/31/2024
Lord Abbett & CO. LLC202,177$24,425 12/31/2023
     HELE202,177$24,425 12/31/2023
Royce & Associates LP199,038$24,046 12/31/2023
     HELE199,038$24,046 12/31/2023
Fuller & Thaler Asset Management Inc.198,241$23,950 12/31/2023
     HELE198,241$23,950 12/31/2023
GW&K Investment Management LLC196,506$23,740 12/31/2023
     HELE196,506$23,740 12/31/2023
Bank of America Corp DE181,384$21,913 12/31/2023
     HELE181,384$21,913 12/31/2023
D. E. Shaw & Co. Inc.163,973$19,810 12/31/2023
     HELE163,973$19,810 12/31/2023
Systematic Financial Management LP161,068$19,459 12/31/2023
     HELE161,068$19,459 12/31/2023
Lazard Asset Management LLC157,083$18,977 12/31/2023
     HELE157,083$18,977 12/31/2023
Morgan Stanley152,084$18,373 12/31/2023
     HELE152,084$18,373 12/31/2023
Cardinal Capital Management LLC CT142,878$17,261 12/31/2023
     HELE142,878$17,261 12/31/2023
Principal Financial Group Inc.100,753$12,172 12/31/2023
     HELE100,753$12,172 12/31/2023
Nuveen Asset Management LLC90,295$10,909 12/31/2023
     HELE90,295$10,909 12/31/2023
Public Employees Retirement Association of Colorado89,940$10,866 12/31/2023
     HELE89,940$10,866 12/31/2023
Rhumbline Advisers88,256$10,662 12/31/2023
     HELE88,256$10,662 12/31/2023
Wellington Management Group LLP85,923$10,380 12/31/2023
     HELE85,923$10,380 12/31/2023
Invesco Ltd.80,573$9,734 12/31/2023
     HELE80,573$9,734 12/31/2023
Chartwell Investment Partners LLC80,444$9,718 12/31/2023
     HELE80,444$9,718 12/31/2023
First Eagle Investment Management LLC79,539$9,609 12/31/2023
     HELE79,539$9,609 12/31/2023
Citadel Advisors LLC $9,416 12/31/2023
     Call145,600$17,590 12/31/2023
     Put102,300$12,359 12/31/2023
     HELE34,641$4,185 12/31/2023
AQR Capital Management LLC77,713$9,389 12/31/2023
     HELE77,713$9,389 12/31/2023
Capital Fund Management S.A.71,048$8,583 12/31/2023
     HELE71,048$8,583 12/31/2023
Sei Investments Co.65,176$7,873 12/31/2023
     HELE65,176$7,873 12/31/2023
Creative Planning56,702$6,850 12/31/2023
     HELE56,702$6,850 12/31/2023
Kennedy Capital Management Inc.55,380$6,690 12/31/2023
     HELE55,380$6,690 12/31/2023
Moody Aldrich Partners LLC52,729$6,370 12/31/2023
     HELE52,729$6,370 12/31/2023
Envestnet Asset Management Inc.50,918$6,151 12/31/2023
     HELE50,918$6,151 12/31/2023
Alliancebernstein L.P.49,364$5,964 12/31/2023
     HELE49,364$5,964 12/31/2023
Swiss National Bank46,800$5,654 12/31/2023
     HELE46,800$5,654 12/31/2023
Millennium Management LLC $5,451 12/31/2023
     HELE56,223$6,792 12/31/2023
     Put33,300$4,023 12/31/2023
     Call22,200$2,682 12/31/2023
Peregrine Capital Management LLC47,243$5,444 03/31/2024
     HELE47,243$5,444 03/31/2024
Bridgewater Associates LP43,812$5,293 12/31/2023
     HELE43,812$5,293 12/31/2023
American International Group Inc.43,705$5,280 12/31/2023
     HELE43,705$5,280 12/31/2023
California Public Employees Retirement System41,604$5,026 12/31/2023
     HELE41,604$5,026 12/31/2023
Ameriprise Financial Inc.39,934$4,824 12/31/2023
     HELE39,934$4,824 12/31/2023
Russell Investments Group Ltd.39,578$4,781 12/31/2023
     HELE39,578$4,781 12/31/2023
Gladstone Institutional Advisory LLC37,562$4,538 12/31/2023
     HELE37,562$4,538 12/31/2023
Wells Fargo & Company MN37,264$4,502 12/31/2023
     HELE37,264$4,502 12/31/2023
Legal & General Group Plc37,235$4,498 12/31/2023
     HELE37,235$4,498 12/31/2023
Jefferies Financial Group Inc.32,317$3,904 12/31/2023
     HELE32,317$3,904 12/31/2023
Tudor Investment Corp Et Al $3,872 12/31/2023
     HELE28,352$3,425 12/31/2023
     Call3,700$447 12/31/2023
UBS Asset Management Americas Inc.31,445$3,799 12/31/2023
     HELE31,445$3,799 12/31/2023
Canada Pension Plan Investment Board30,700$3,709 12/31/2023
     HELE30,700$3,709 12/31/2023
Dark Forest Capital Management LP30,543$3,690 12/31/2023
     HELE30,543$3,690 12/31/2023
Retirement Systems of Alabama29,737$3,593 12/31/2023
     HELE29,737$3,593 12/31/2023
Teachers Retirement System of The State of Kentucky29,731$3,592 12/31/2023
     HELE29,731$3,592 12/31/2023
Deutsche Bank AG29,709$3,589 12/31/2023
     HELE29,709$3,589 12/31/2023
New York State Teachers Retirement System30,637$3,531 03/31/2024
     HELE30,637$3,531 03/31/2024
Credit Suisse AG29,118$3,518 12/31/2023
     HELE29,118$3,518 12/31/2023
Ambassador Advisors LLC29,738$3,330 12/31/2023
     HELE29,738$3,330 12/31/2023
Barclays PLC $3,308 12/31/2023
     Put269,700$32,582 12/31/2023
     Call190,800$23,051 12/31/2023
     HELE106,277$12,839 12/31/2023
The Manufacturers Life Insurance Company 26,736$3,230 12/31/2023
     HELE26,736$3,230 12/31/2023
Voloridge Investment Management LLC26,712$3,227 12/31/2023
     HELE26,712$3,227 12/31/2023
Bank of Montreal Can25,837$3,175 12/31/2023
     HELE25,837$3,175 12/31/2023
Wealth Enhancement Advisory Services LLC26,946$3,105 03/31/2024
     HELE26,946$3,105 03/31/2024
MetLife Investment Management LLC25,572$3,089 12/31/2023
     HELE25,572$3,089 12/31/2023
Capital International Inc.25,344$3,062 12/31/2023
     HELE25,344$3,062 12/31/2023
Gotham Asset Management LLC25,275$3,053 12/31/2023
     HELE25,275$3,053 12/31/2023
California State Teachers Retirement System25,062$3,028 12/31/2023
     HELE25,062$3,028 12/31/2023
Group One Trading L.P. $2,984 12/31/2023
     Call37,200$4,494 12/31/2023
     Put12,500$1,510 12/31/2023
State of New Jersey Common Pension Fund D24,100$2,912 12/31/2023
     HELE24,100$2,912 12/31/2023
LPL Financial LLC23,282$2,813 12/31/2023
     HELE23,282$2,813 12/31/2023
Advantage Alpha Capital Partners LP23,235$2,807 12/31/2023
     HELE23,235$2,807 12/31/2023
American Century Companies Inc.23,210$2,804 12/31/2023
     HELE23,210$2,804 12/31/2023
EULAV Asset Management23,000$2,779 12/31/2023
     HELE23,000$2,779 12/31/2023
Texas Permanent School Fund20,502$2,477 12/31/2023
     HELE20,502$2,477 12/31/2023
Polen Capital Management LLC20,112$2,430 12/31/2023
     HELE20,112$2,430 12/31/2023
Azzad Asset Management Inc. ADV20,449$2,356 03/31/2024
     HELE20,449$2,356 03/31/2024
Marshall Wace LLP18,747$2,265 12/31/2023
     HELE18,747$2,265 12/31/2023
M&T Bank Corp18,378$2,220 12/31/2023
     HELE18,378$2,220 12/31/2023
Price T Rowe Associates Inc. MD17,444$2,109 12/31/2023
     HELE17,444$2,109 12/31/2023
Ontario Teachers Pension Plan Board15,409$1,862 12/31/2023
     HELE15,409$1,862 12/31/2023
Mutual of America Capital Management LLC14,678$1,773 12/31/2023
     HELE14,678$1,773 12/31/2023
UBS Group AG13,726$1,658 12/31/2023
     HELE13,726$1,658 12/31/2023
Nierenberg Investment Management Company Inc.13,080$1,580 12/31/2023
     HELE13,080$1,580 12/31/2023
US Bancorp DE13,040$1,575 12/31/2023
     HELE13,040$1,575 12/31/2023
Arrowstreet Capital Limited Partnership12,939$1,563 12/31/2023
     HELE12,939$1,563 12/31/2023
Quantbot Technologies LP12,532$1,514 12/31/2023
     HELE12,532$1,514 12/31/2023
QSV Equity Investors LLC12,292$1,485 12/31/2023
     HELE12,292$1,485 12/31/2023
Amalgamated Bank12,456$1,435 03/31/2024
     HELE12,456$1,435 03/31/2024
Wellington Shields Capital Management LLC11,800$1,426 12/31/2023
     HELE11,800$1,426 12/31/2023
Mirae Asset Global Investments Co. Ltd.11,671$1,410 12/31/2023
     HELE11,671$1,410 12/31/2023
Janus Henderson Group PLC11,381$1,375 12/31/2023
     HELE11,381$1,375 12/31/2023
Oppenheimer Asset Management Inc.11,073$1,338 12/31/2023
     HELE11,073$1,338 12/31/2023
BNP Paribas Arbitrage SA10,551$1,275 12/31/2023
     HELE10,551$1,275 12/31/2023
First Trust Advisors LP10,446$1,262 12/31/2023
     HELE10,446$1,262 12/31/2023
Anchor Capital Advisors LLC10,376$1,254 12/31/2023
     HELE10,376$1,254 12/31/2023
Yousif Capital Management LLC10,820$1,247 03/31/2024
     HELE10,820$1,247 03/31/2024
Caption Management LLC $1,208 12/31/2023
     Call10,000$1,208 12/31/2023
New York State Common Retirement Fund9,500$1,148 12/31/2023
     HELE9,500$1,148 12/31/2023
Voya Investment Management LLC9,407$1,136 12/31/2023
     HELE9,407$1,136 12/31/2023
Cornercap Investment Counsel Inc.9,147$1,105 12/31/2023
     HELE9,147$1,105 12/31/2023
Two Sigma Securities LLC $1,087 12/31/2023
     Call9,000$1,087 12/31/2023
Oarsman Capital Inc.8,605$1,040 12/31/2023
     HELE8,605$1,040 12/31/2023
Ensign Peak Advisors Inc8,597$1,039 12/31/2023
     HELE8,597$1,039 12/31/2023
Franklin Resources Inc.8,299$1,003 12/31/2023
     HELE8,299$1,003 12/31/2023
GHP Investment Advisors Inc.8,562$987 03/31/2024
     HELE8,562$987 03/31/2024
Mitsubishi UFJ Asset Management UK Ltd.8,000$966 12/31/2023
     HELE8,000$966 12/31/2023
Ameritas Investment Partners Inc.7,636$923 12/31/2023
     HELE7,636$923 12/31/2023
Harbor Capital Advisors Inc.7,131$861 12/31/2023
     HELE7,131$861 12/31/2023
Victory Capital Management Inc.6,936$838 12/31/2023
     HELE6,936$838 12/31/2023
State Board of Administration of Florida Retirement System6,872$830 12/31/2023
     HELE6,872$830 12/31/2023
ClariVest Asset Management LLC6,828$825 12/31/2023
     HELE6,828$825 12/31/2023
Royal Bank of Canada6,808$823 12/31/2023
     HELE6,808$823 12/31/2023
Captrust Financial Advisors6,787$820 12/31/2023
     HELE6,787$820 12/31/2023
Bayesian Capital Management LP6,725$812 12/31/2023
     HELE6,725$812 12/31/2023
Oregon Public Employees Retirement Fund6,660$805 12/31/2023
     HELE6,660$805 12/31/2023
Arizona State Retirement System6,637$802 12/31/2023
     HELE6,637$802 12/31/2023
Advisor Group Holdings Inc.6,607$798 12/31/2023
     HELE6,607$798 12/31/2023
Louisiana State Employees Retirement System6,800$784 03/31/2024
     HELE6,800$784 03/31/2024
Centiva Capital LP6,285$759 12/31/2023
     HELE6,285$759 12/31/2023
Glenmede Trust Co. NA6,188$748 12/31/2023
     HELE6,188$748 12/31/2023
Two Sigma Investments LP6,100$737 12/31/2023
     HELE6,100$737 12/31/2023
Holocene Advisors LP5,957$720 12/31/2023
     HELE5,957$720 12/31/2023
Thrivent Financial for Lutherans5,931$717 12/31/2023
     HELE5,931$717 12/31/2023
Nomura Holdings Inc.5,900$713 12/31/2023
     HELE5,900$713 12/31/2023
Nisa Investment Advisors LLC5,732$692 12/31/2023
     HELE5,732$692 12/31/2023
State of Michigan Retirement System5,827$672 03/31/2024
     HELE5,827$672 03/31/2024
Orion Portfolio Solutions LLC5,304$643 12/31/2023
     HELE5,304$643 12/31/2023
Campbell & CO Investment Adviser LLC5,261$636 12/31/2023
     HELE5,261$636 12/31/2023
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,239$633 12/31/2023
     HELE5,239$633 12/31/2023
ProShare Advisors LLC5,188$627 12/31/2023
     HELE5,188$627 12/31/2023
Graham Capital Management L.P.5,017$606 12/31/2023
     HELE5,017$606 12/31/2023
Handelsbanken Fonder AB4,951$598 12/31/2023
     HELE4,951$598 12/31/2023
ARP Americas LP4,820$582 12/31/2023
     HELE4,820$582 12/31/2023
Commerce Bank4,689$566 12/31/2023
     HELE4,689$566 12/31/2023
New Mexico Educational Retirement Board4,900$565 03/31/2024
     HELE4,900$565 03/31/2024
Tower Research Capital LLC TRC 4,613$557 12/31/2023
     HELE4,613$557 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 4,700$542 03/31/2024
     HELE4,700$542 03/31/2024
HRT Financial LP4,238$511 12/31/2023
     HELE4,238$511 12/31/2023
The PNC Financial Services Group Inc.4,161$503 12/31/2023
     HELE4,161$503 12/31/2023
Citigroup Inc.4,145$501 12/31/2023
     HELE4,145$501 12/31/2023
Toroso Investments LLC4,040$488 12/31/2023
     HELE4,040$488 12/31/2023
Seven Eight Capital LP4,025$486 12/31/2023
     HELE4,025$486 12/31/2023
Cubist Systematic Strategies LLC3,994$483 12/31/2023
     HELE3,994$483 12/31/2023
Renaissance Technologies LLC3,910$472 12/31/2023
     HELE3,910$472 12/31/2023
Pacer Advisors Inc.3,562$430 12/31/2023
     HELE3,562$430 12/31/2023
Point72 Middle East FZE3,507$424 12/31/2023
     HELE3,507$424 12/31/2023
Xponance Inc.3,418$413 12/31/2023
     HELE3,418$413 12/31/2023
Evoke Wealth LLC3,408$412 12/31/2023
     HELE3,408$412 12/31/2023
Mariner LLC3,297$398 12/31/2023
     HELE3,297$398 12/31/2023
CWM Advisors LLC3,177$384 12/31/2023
     HELE3,177$384 12/31/2023
Raymond James & Associates3,225$372 03/31/2024
     HELE3,225$372 03/31/2024
Federated Hermes Inc.3,037$367 12/31/2023
     HELE3,037$367 12/31/2023
Crossmark Global Holdings Inc.3,008$363 12/31/2023
     HELE3,008$363 12/31/2023
Integrated Investment Consultants LLC3,075$354 03/31/2024
     HELE3,075$354 03/31/2024
Pathstone Holdings LLC2,827$342 12/31/2023
     HELE2,827$342 12/31/2023
Prudential Financial Inc.2,759$333 12/31/2023
     HELE2,759$333 12/31/2023
Connable Office Inc.2,743$331 12/31/2023
     HELE2,743$331 12/31/2023
Teacher Retirement System of Texas2,730$330 12/31/2023
     HELE2,730$330 12/31/2023
Hsbc Holdings PLC2,725$330 12/31/2023
     HELE2,725$330 12/31/2023
HGK Asset Management Inc.2,639$319 12/31/2023
     HELE2,639$319 12/31/2023
Stifel Financial Corp2,592$313 12/31/2023
     HELE2,592$313 12/31/2023
Pictet Asset Management Holding SA2,552$308 12/31/2023
     HELE2,552$308 12/31/2023
State of Alaska Department of Revenue2,627$302 03/31/2024
     HELE2,627$302 03/31/2024
Cubic Asset Management LLC2,610$301 03/31/2024
     HELE2,610$301 03/31/2024
AlphaMark Advisors LLC2,520$290 03/31/2024
     HELE2,520$290 03/31/2024
Pier 88 Investment Partners LLC2,315$280 12/31/2023
     HELE2,315$280 12/31/2023
AXQ Capital LP2,309$279 12/31/2023
     HELE2,309$279 12/31/2023
State of Wisconsin Investment Board2,252$272 12/31/2023
     HELE2,252$272 12/31/2023
Verition Fund Management LLC2,237$270 12/31/2023
     HELE2,237$270 12/31/2023
SG Americas Securities LLC2,127$257 12/31/2023
     HELE2,127$257 12/31/2023
JustInvest LLC2,088$252 12/31/2023
     HELE2,088$252 12/31/2023
Vestcor Inc2,071$250 12/31/2023
     HELE2,071$250 12/31/2023
NBC Securities Inc.2,021$232 03/31/2024
     HELE2,021$232 03/31/2024
Securian Asset Management Inc1,941$224 03/31/2024
     HELE1,941$224 03/31/2024
ARGA Investment Management LP1,893$218 03/31/2024
     HELE1,893$218 03/31/2024
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,800$217 12/31/2023
     HELE1,800$217 12/31/2023
Corton Capital Inc.1,749$211 12/31/2023
     HELE1,749$211 12/31/2023
Hazlett Burt & Watson Inc.1,670$202 12/31/2023
     HELE1,670$202 12/31/2023
Metropolitan Life Insurance Co NY1,329$161 12/31/2023
     HELE1,329$161 12/31/2023
Shell Asset Management Co.1,315$159 12/31/2023
     HELE1,315$159 12/31/2023
State of Wyoming1,189$144 12/31/2023
     HELE1,189$144 12/31/2023
Pflug Koory LLC1,145$132 03/31/2024
     HELE1,145$132 03/31/2024
Advisory Services Network LLC1,071$129 12/31/2023
     HELE1,071$129 12/31/2023
EntryPoint Capital LLC882$107 12/31/2023
     HELE882$107 12/31/2023
Qube Research & Technologies Ltd865$105 12/31/2023
     HELE865$105 12/31/2023
Focused Wealth Management Inc700$85 12/31/2023
     HELE700$85 12/31/2023
Public Employees Retirement System of Ohio602$73 12/31/2023
     HELE602$73 12/31/2023
Susquehanna International Group LLP $66 12/31/2023
     Put228,500$27,605 12/31/2023
     Call131,700$15,911 12/31/2023
     HELE97,343$11,760 12/31/2023
Strs Ohio500$60 12/31/2023
     HELE500$60 12/31/2023
KBC Group NV404$49 12/31/2023
     HELE404$49 12/31/2023
Northwestern Mutual Wealth Management Co.255$31 12/31/2023
     HELE255$31 12/31/2023
YHB Investment Advisors Inc.250$29 03/31/2024
     HELE250$29 03/31/2024
SOA Wealth Advisors LLC.250$29 03/31/2024
     HELE250$29 03/31/2024
Planning Capital Management Corp248$29 03/31/2024
     HELE248$29 03/31/2024
Assetmark Inc.233$28 12/31/2023
     HELE233$28 12/31/2023
Bessemer Group Inc.227$27 12/31/2023
     HELE227$27 12/31/2023
Whittier Trust Co.195$24 12/31/2023
     HELE195$24 12/31/2023
Principal Securities Inc.186$22 12/31/2023
     HELE186$22 12/31/2023
Nomura Asset Management Co. Ltd.170$21 12/31/2023
     HELE170$21 12/31/2023
Fifth Third Bancorp177$20 03/31/2024
     HELE177$20 03/31/2024
Ronald Blue Trust Inc.174$20 12/31/2023
     HELE174$20 12/31/2023
Steward Partners Investment Advisory LLC146$18 12/31/2023
     HELE146$18 12/31/2023
Point72 Asia Singapore Pte. Ltd.132$16 12/31/2023
     HELE132$16 12/31/2023
Rise Advisors LLC127$15 03/31/2024
     HELE127$15 03/31/2024
First Horizon Advisors Inc.118$14 03/31/2024
     HELE118$14 03/31/2024
EverSource Wealth Advisors LLC119$14 12/31/2023
     HELE119$14 12/31/2023
Parallel Advisors LLC102$12 12/31/2023
     HELE102$12 12/31/2023
Farther Finance Advisors LLC74$9 12/31/2023
     HELE74$9 12/31/2023
CWM LLC59$7 03/31/2024
     HELE59$7 03/31/2024
Westside Investment Management Inc.61$7 03/31/2024
     HELE61$7 03/31/2024
Smithfield Trust Co.45$6 12/31/2023
     HELE45$6 12/31/2023
Massmutual Trust Co. FSB ADV46$5 03/31/2024
     HELE46$5 03/31/2024
Larson Financial Group LLC38$5 12/31/2023
     HELE38$5 12/31/2023
Sittner & Nelson LLC40$5 12/31/2023
     HELE40$5 12/31/2023
LM Advisors LLC39$5 12/31/2023
     HELE39$5 12/31/2023
Private Wealth Management Group LLC35$4 12/31/2023
     HELE35$4 12/31/2023
Mather Group LLC.24$3 03/31/2024
     HELE24$3 03/31/2024
Prestige Wealth Management Group LLC28$3 03/31/2024
     HELE28$3 03/31/2024
Park Place Capital Corp29$3 03/31/2024
     HELE29$3 03/31/2024
Proequities Inc. $3 12/31/2023
     HELE25$3 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Parkside Financial Bank & Trust25$3 12/31/2023
     HELE25$3 12/31/2023
Annis Gardner Whiting Capital Advisors LLC22$3 12/31/2023
     HELE22$3 12/31/2023
GAMMA Investing LLC16$2 03/31/2024
     HELE16$2 03/31/2024
Quadrant Capital Group LLC19$2 12/31/2023
     HELE19$2 12/31/2023
Carolinas Wealth Consulting LLC20$2 12/31/2023
     HELE20$2 12/31/2023
Naples Money Management LLC19$2 12/31/2023
     HELE19$2 12/31/2023
UMB Bank N A MO7$1 03/31/2024
     HELE7$1 03/31/2024
Farmers & Merchants Investments Inc.10$1 03/31/2024
     HELE10$1 03/31/2024
Asset Dedication LLC12$1 03/31/2024
     HELE12$1 03/31/2024
Global Retirement Partners LLC5$1 03/31/2024
     HELE5$1 03/31/2024
SJS Investment Consulting Inc.5$1 03/31/2024
     HELE5$1 03/31/2024
Whittier Trust Co. of Nevada Inc.6$1 12/31/2023
     HELE6$1 12/31/2023
JFS Wealth Advisors LLC10$1 12/31/2023
     HELE10$1 12/31/2023
GWM Advisors LLC12$1 12/31/2023
     HELE12$1 12/31/2023
Bell Investment Advisors Inc10$1 12/31/2023
     HELE10$1 12/31/2023
DiNuzzo Private Wealth Inc.5$1 12/31/2023
     HELE5$1 12/31/2023
Turtle Creek Wealth Advisors LLC11$1 12/31/2023
     HELE11$1 12/31/2023
Versant Capital Management Inc1$0 03/31/2024
     HELE1$0 03/31/2024
Toronto Dominion Bank1$0 12/31/2023
     HELE1$0 12/31/2023
North Star Investment Management Corp.1$0 12/31/2023
     HELE1$0 12/31/2023
SRS Capital Advisors Inc.3$0 12/31/2023
     HELE3$0 12/31/2023
Covestor Ltd1$0 12/31/2023
     HELE1$0 12/31/2023
Cutler Group LP $-1 03/31/2024
     Put900$1 03/31/2024
     Call600$0 03/31/2024
Point72 Asset Management L.P. $-217 12/31/2023
     Put1,800$217 12/31/2023
GTS Securities LLC $-471 12/31/2023
     Put7,200$870 12/31/2023
     Call3,300$399 12/31/2023
IMC Chicago LLC $-991 03/31/2024
     Put24,800$2,858 03/31/2024
     Call16,200$1,867 03/31/2024
Squarepoint Ops LLC $-1,812 12/31/2023
     Put15,000$1,812 12/31/2023
Walleye Trading LLC $-2,525 12/31/2023
     Put24,700$2,984 12/31/2023
     Call3,800$459 12/31/2023
Walleye Capital LLC $-3,467 12/31/2023
     Put61,300$7,406 12/31/2023
     HELE16,502$1,994 12/31/2023
     Call16,100$1,945 12/31/2023
Jane Street Group LLC $-3,483 12/31/2023
     Put154,200$18,629 12/31/2023
     HELE107,270$12,959 12/31/2023
     Call18,100$2,187 12/31/2023
PEAK6 Investments LLC14,636$-10,471 12/31/2023
     Put126,600$15,295 12/31/2023
     Call25,300$3,056 12/31/2023
     HELE14,636$1,768 12/31/2023

See Summary: Institutional Holders of HELE
See Details: Top 10 Hedge Funds Holding HELE
Also See: HELE Insider Buying
Also See: HELE Holdings Changes

Funds Holding HELE | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.