13F institutional ownership facts

Institutions tracked

40

Reported value

$149,830,492.00

Reported shares

10,394,234

Latest filing period

Q1 2026

Top institutional holders

  1. David E. Shaw - D.E. Shaw & Co. · $11,021,221 · 0.01%
  2. Dmitry Balyasny - Balyasny Asset Management · $3,705,940 · <0.01%%
  3. Cliff Asness - AQR Capital Management · $10,846,603 · <0.01%%
  4. Josef Lakonishok - Lsv Asset Management · $1,054,000 · <0.01%%
  5. Charles Schwab · $13,324,253 · <0.01%%
  6. Wellington Management · $10,539,405 · <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

40

Top Institutions

Top Institutions

1

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

764,301 shares

0.01%

% of Portfolio

2

Dmitry Balyasny - Balyasny Asset Management

257,000 shares

NaN%

% of Portfolio

3

Cliff Asness - AQR Capital Management

762,771 shares

NaN%

% of Portfolio

4

Josef Lakonishok - Lsv Asset Management

73,092 shares

NaN%

% of Portfolio

5

Charles Schwab

924,012 shares

NaN%

% of Portfolio

6

Wellington Management

730,888 shares

NaN%

% of Portfolio

7

Israel Englander - Millennium Management

143,463 shares

NaN%

% of Portfolio

8

David Solomon - Goldman Sachs

491,774 shares

NaN%

% of Portfolio

9

Renaissance Technologies

39,610 shares

NaN%

% of Portfolio

10

Jane Street Group

40,862 shares

NaN%

% of Portfolio

11

Geode Capital Management

578,350 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

1,745,908 shares

NaN%

% of Portfolio

13

Ken Griffin - Citadel Advisors

37,187 shares

NaN%

% of Portfolio

14

Northern Trust Corp

190,031 shares

NaN%

% of Portfolio

15

Robeco Institutional Asset Management

16,967 shares

NaN%

% of Portfolio

16

State Street Corp

515,647 shares

NaN%

% of Portfolio

17

Morgan Stanley

280,804 shares

NaN%

% of Portfolio

18

Nuveen

56,532 shares

NaN%

% of Portfolio

19

Invesco

79,748 shares

NaN%

% of Portfolio

20

UBS Group

68,650 shares

NaN%

% of Portfolio

21

BNP Paribas

12,520 shares

NaN%

% of Portfolio

22

Canada Pension Plan Investment Board

11,400 shares

NaN%

% of Portfolio

23

AllianceBernstein (AB)

13,946 shares

NaN%

% of Portfolio

24

T. Rowe Price

39,739 shares

NaN%

% of Portfolio

25

Franklin Resources

15,765 shares

NaN%

% of Portfolio

26

PNC Financial Services

1,590 shares

NaN%

% of Portfolio

27

Legal & General

2,130 shares

NaN%

% of Portfolio

28

Capital International Investors

0 shares

0.00%

% of Portfolio

29

Two Sigma Investments

0 shares

0.00%

% of Portfolio

30

SG Americas Securities

0 shares

0.00%

% of Portfolio

31

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

32

Nomura Holdings INC

79,884 shares

0.00%

% of Portfolio

33

Richard Pzena - Pzena Investment Management

761,173 shares

0.04%

% of Portfolio

34

Hotchkis & Wiley

395,885 shares

0.02%

% of Portfolio

35

Paul Tudor Jones - Tudor Investment Corp

52,693 shares

NaN%

% of Portfolio

36

Exoduspoint Capital Management, Lp

25,457 shares

NaN%

% of Portfolio

37

Chuck Royce - Royce & Associates

10,626 shares

NaN%

% of Portfolio

38

Verition Fund Management LLC

0 shares

0.00%

% of Portfolio

39

Rwwm

1,173,829 shares

1.24%

% of Portfolio

40

Jamie Dimon - JPMorgan Chase

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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