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Helen of Troy
HELE

Overview Fund Activity

254 hedge funds and large institutions have $2.28B invested in Helen of Troy in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-17
Holders Change %
-6.27%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
88
Reduced
89
Closed
40
Calls
$31.3M
Puts
$49.3M
Net Calls
-$18.1M
Net Calls Change
+$31.1M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$29.7M
2
Invesco
2
Invesco
Georgia
$18M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M
4
Capital International Investors
4
Capital International Investors
California
$39.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.66M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.23M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
226
Parkside Financial Bank & Trust
Missouri
$2.32K – – –
NMM
227
Naples Money Management
Florida
$2.16K +$540 +6 +33%
AGWCA
228
Annis Gardner Whiting Capital Advisors
Florida
$2.04K – – –
GFPC
229
Global Financial Private Client
Florida
$1.95K – – –
CWC
230
Carolinas Wealth Consulting
North Carolina
$1.86K -$278 -3 -13%
QCG
231
Quadrant Capital Group
Ohio
$1.76K – – –
CFGS
232
Concourse Financial Group Securities
Alabama
$1.76K -$556 -6 -24%
EBA
233
Eagle Bay Advisors
New York
$1.58K – – –
UB
234
UMB Bank
Missouri
$1.48K +$835 +9 +129%
VCM
235
Versant Capital Management
Arizona
$1.48K +$1.39K +15 +1,500%
BIA
236
Bell Investment Advisors
California
$1.39K +$464 +5 +50%
JSAM
237
J. Safra Asset Management
New York
$1.39K +$1.39K +15 New
ADL
238
Asset Dedication LLC
California
$1.11K – – –
NA
239
NewEdge Advisors
Louisiana
$1.11K – – –
SC
240
Stephens Consulting
Michigan
$1.11K +$1.11K +12 New
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$927 – – –
AF
242
Allworth Financial
California
$568 +$568 +10 New
DPW
243
DiNuzzo Private Wealth
Pennsylvania
$557 +$93 +1 +20%
WTC
244
WhitTier Trust Company
Nevada
$556 – – –
GRP
245
Global Retirement Partners
California
$464 – – –
SIC
246
SJS Investment Consulting
Ohio
$464 – – –
RIL
247
Rothschild Investment LLC
Illinois
$464 +$464 +5 New
CFO
248
CVA Family Office
Colorado
$464 +$464 +5 New
SAM
249
Smartleaf Asset Management
Massachusetts
$188 +$188 +2 New
HNB
250
Huntington National Bank
Ohio
$185 -$925 -10 -83%
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