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Helen of Troy
HELE

Overview Fund Activity

271 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
97
Reduced
92
Closed
24
Calls
$40.8M
Puts
$89.9M
Net Calls
-$49.1M
Net Calls Change
+$5.49M

Top Buyers

1
SCM
Snyder Capital Management
California
+$22.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.9M
3
EARNEST Partners
EARNEST Partners
Georgia
+$7.33M
4
LCM
Landscape Capital Management
New Jersey
+$6.69M
5
TC
TwinBeech Capital
New York
+$5.39M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$77.8M
2
Morgan Stanley
Morgan Stanley
New York
-$15.5M
3
CB
Cooke & Bieler
Pennsylvania
-$14M
4
Lazard Asset Management
Lazard Asset Management
New York
-$11.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
226
Quarry LP
New York
$15.9K +$15.9K +138 New
SPIA
227
Steward Partners Investment Advisory
New York
$15.8K -$1.04K -9 -6%
RA
228
Rise Advisors
New York
$14.6K +$14.6K +127 New
FHA
229
First Horizon Advisors
Tennessee
$13.6K – – –
PA
230
Parallel Advisors
California
$11.8K – – –
FIM
231
Fernwood Investment Management
Massachusetts
$11.4K +$11.4K +99 New
WIM
232
Westside Investment Management
California
$7.03K – – –
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$7K +$356 +3 +5%
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$5.3K – – –
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$5.17K +$5.17K +45 New
ST
236
Smithfield Trust
Pennsylvania
$5K – – –
JWA
237
JFS Wealth Advisors
Pennsylvania
$4.96K +$3.8K +33 +330%
EWA
238
EverSource Wealth Advisors
Alabama
$4.91K -$6.12K -66 -55%
FFA
239
Farther Finance Advisors
California
$4.82K -$3.67K -32 -43%
SN
240
Sittner & Nelson
Oregon
$4.61K – – –
PWMG
241
Private Wealth Management Group
New Jersey
$4.03K – – –
KFS
242
Kelly Financial Services
Massachusetts
$3.57K – – –
PPC
243
Park Place Capital
Alabama
$3.34K +$2.31K +20 +222%
PWMG
244
Prestige Wealth Management Group
New Jersey
$3.23K – – –
MG
245
Mather Group
Illinois
$2.9K +$2.9K +24 New
CFGS
246
Concourse Financial Group Securities
Alabama
$2.88K – – –
PFBT
247
Parkside Financial Bank & Trust
Missouri
$2.88K – – –
CWC
248
Carolinas Wealth Consulting
North Carolina
$2.65K +$346 +3 +15%
AGWCA
249
Annis Gardner Whiting Capital Advisors
Florida
$2.54K – – –
GFPC
250
Global Financial Private Client
Florida
$2.41K – – –
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