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Helen of Troy
HELE

Overview Fund Activity

260 hedge funds and large institutions have $3.3B invested in Helen of Troy in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
76
Reduced
102
Closed
21
Calls
$83.9M
Puts
$138M
Net Calls
-$54.6M
Net Calls Change
+$3.68M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$403M
2
Man Group
Man Group
United Kingdom
$30M
3
Morgan Stanley
Morgan Stanley
New York
$36.7M
4
Capital Research Global Investors
Capital Research Global Investors
California
$213M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$838K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$93.9M
3
Millennium Management
Millennium Management
New York
$6.79M
4
Capital World Investors
Capital World Investors
California
$82.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$5.56K – – –
SWS
227
SYSTM Wealth Solutions
Illinois
$5.08K +$5.08K +42 New
SN
228
Sittner & Nelson
Oregon
$4.83K – – –
LA
229
LM Advisors
California
$4.71K +$4.71K +39 New
LFG
230
Larson Financial Group
Missouri
$4.59K – – –
PWMG
231
Private Wealth Management Group
New Jersey
$4.23K +$4.23K +35 New
KFS
232
Kelly Financial Services
Massachusetts
$3.75K – – –
PWMG
233
Prestige Wealth Management Group
New Jersey
$3.38K – – –
PFBT
234
Parkside Financial Bank & Trust
Missouri
$3.02K – – –
CFGS
235
Concourse Financial Group Securities
Alabama
$3.02K – – –
AGWCA
236
Annis Gardner Whiting Capital Advisors
Florida
$2.66K – – –
GFPC
237
Global Financial Private Client
Florida
$2.54K – – –
BGAI
238
Bruce G. Allen Investments
Colorado
$2.54K +$2.54K +21 New
CWC
239
Carolinas Wealth Consulting
North Carolina
$2.42K -$242 -2 -9%
QCG
240
Quadrant Capital Group
Ohio
$2.3K – – –
NMM
241
Naples Money Management
Florida
$2.3K +$2.3K +19 New
NA
242
NewEdge Advisors
Louisiana
$1.45K +$1.45K +12 New
TCWA
243
Turtle Creek Wealth Advisors
Texas
$1.33K +$1.33K +11 New
BIA
244
Bell Investment Advisors
California
$1.21K -$1.09K -9 -47%
JWA
245
JFS Wealth Advisors
Pennsylvania
$1.21K -$242 -2 -17%
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$1.21K – – –
PPC
247
Park Place Capital
Alabama
$1.09K -$845 -7 -44%
ADL
248
Asset Dedication LLC
California
$1K – – –
AF
249
Advisornet Financial
Minnesota
$725 – – –
WTC
250
WhitTier Trust Company
Nevada
$724 – – –
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10
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