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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Helen of Troy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
78
Reduced
94
Closed
30
Calls
$106M
Puts
$164M
Net Calls
-$58.3M
Net Calls Change
-$18.3M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$26.1M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$10.8M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$26.8M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$5.92M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.88M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$358M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.88M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.9M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.38M
5
NIG
5
NFJ Investment Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
226
Global Financial Private Client
Florida
$2.47K – – –
IHWM
227
Iron Horse Wealth Management
Iowa
$2.45K +$2.45K +21 New
QCG
228
Quadrant Capital Group
Ohio
$2.22K -$1.05K -9 -32%
BIA
229
Bell Investment Advisors
California
$2.22K – – –
CWC
230
Carolinas Wealth Consulting
North Carolina
$2.16K +$98 +1 +5%
Toronto Dominion Bank
231
Toronto Dominion Bank
Ontario, Canada
$2.1K – – –
PPC
232
Park Place Capital
Alabama
$1.87K – – –
JWA
233
JFS Wealth Advisors
Pennsylvania
$1.4K +$233 +2 +20%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.17K -$117 -1 -9%
ADL
235
Asset Dedication LLC
California
$1K – – –
SFG
236
Steward Financial Group
Texas
$1K +$1K +17 New
FCA
237
FinTrust Capital Advisors
South Carolina
$933 +$933 +8 New
SIC
238
SJS Investment Consulting
Ohio
$700 +$117 +1 +20%
AF
239
Advisornet Financial
Minnesota
$699 – – –
AAP
240
Arax Advisory Partners
Colorado
$699 – – –
WTC
241
WhitTier Trust Company
Nevada
$699 – – –
WAM
242
WFA Asset Management
Wisconsin
$583 +$583 +5 New
AF
243
Allworth Financial
California
$350 – – –
GEA
244
Glen Eagle Advisors
New Jersey
$233 -$2.68K -23 -92%
VCM
245
Versant Capital Management
Arizona
$117 – – –
NSIM
246
North Star Investment Management
Illinois
$117 – – –
NIG
247
NFJ Investment Group
Texas
– -$13.9M -128,350 Closed
Holocene Advisors
248
Holocene Advisors
New York
– -$4.42M -40,914 Closed
QT
249
Quantbot Technologies
New York
– -$3.13M -28,994 Closed
Wolverine Trading
250
Wolverine Trading
Illinois
– -$3.04M -28,337 Closed
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