13F institutional ownership facts

Institutions tracked

34

Reported value

$51,327,010.00

Reported shares

1,765,635

Latest filing period

Q2 2026

Top institutional holders

  1. David E. Shaw - D.E. Shaw & Co. · $23,961,442 · 0.01%
  2. Cliff Asness - AQR Capital Management · $37,111,791 · 0.01%
  3. Israel Englander - Millennium Management · $22,669,687 · 0.01%
  4. Renaissance Technologies · $5,953,827 · 0.01%
  5. Wellington Management · $23,960,597 · <0.01%%
  6. Josef Lakonishok - Lsv Asset Management · $2,125,000 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$HELE

Institutional Holdings

34

Top Institutions

Top Institutions

1

David E. Shaw - D.E. Shaw & Co.

824,267 shares

0.01%

% of Portfolio

2

Cliff Asness - AQR Capital Management

1,322,587 shares

0.01%

% of Portfolio

3

Israel Englander - Millennium Management

779,831 shares

0.01%

% of Portfolio

4

Renaissance Technologies

204,810 shares

0.01%

% of Portfolio

5

Wellington Management

824,238 shares

NaN%

% of Portfolio

6

Josef Lakonishok - Lsv Asset Management

73,092 shares

NaN%

% of Portfolio

7

Charles Schwab

802,085 shares

NaN%

% of Portfolio

8

Ken Griffin - Citadel Advisors

68,583 shares

NaN%

% of Portfolio

9

Two Sigma Investments

42,237 shares

NaN%

% of Portfolio

10

Geode Capital Management

613,277 shares

NaN%

% of Portfolio

11

David Solomon - Goldman Sachs

263,128 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

1,883,032 shares

NaN%

% of Portfolio

13

Northern Trust Corp

200,555 shares

NaN%

% of Portfolio

14

Robeco Institutional Asset Management

16,967 shares

NaN%

% of Portfolio

15

Franklin Resources

86,544 shares

NaN%

% of Portfolio

16

UBS Group

115,972 shares

NaN%

% of Portfolio

17

Morgan Stanley

325,752 shares

NaN%

% of Portfolio

18

State Street Corp

526,239 shares

NaN%

% of Portfolio

19

Nuveen

50,885 shares

NaN%

% of Portfolio

20

Canada Pension Plan Investment Board

16,200 shares

NaN%

% of Portfolio

21

Invesco

111,966 shares

NaN%

% of Portfolio

22

T. Rowe Price

46,555 shares

NaN%

% of Portfolio

23

Jamie Dimon - JPMorgan Chase

45,464 shares

NaN%

% of Portfolio

24

Legal & General

9,705 shares

NaN%

% of Portfolio

25

BNP Paribas

3,411 shares

NaN%

% of Portfolio

26

PNC Financial Services

1,645 shares

NaN%

% of Portfolio

27

Jane Street Group

0 shares

0.00%

% of Portfolio

28

Richard Pzena - Pzena Investment Management

676,577 shares

0.06%

% of Portfolio

29

Hotchkis & Wiley

282,065 shares

0.02%

% of Portfolio

30

Nomura Holdings INC

51,893 shares

NaN%

% of Portfolio

31

Paul Tudor Jones - Tudor Investment Corp

17,744 shares

NaN%

% of Portfolio

32

Chuck Royce - Royce & Associates

0 shares

0.00%

% of Portfolio

33

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

34

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

31%

LARGE

42%

MEDIUM

33%

SMALL

-6%

Geographic Distribution

North America
61%
Europe
22%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

56

Sellers

37

Holders

78

New

22

Exited

15

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

37

Purchase Value

$32.1M

Role Distribution

CEO
26%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

76

B+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
81
Recent Activity
82
Concentration
68
Momentum
79
Stability
74

Recent Actions

New

11

Increased

27

Decreased

11

Exited

4

Total

40

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