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Helen of Troy
HELE

Overview Fund Activity

244 hedge funds and large institutions have $1.49B invested in Helen of Troy in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
75
Reduced
86
Closed
68
Calls
$33.9M
Puts
$53.6M
Net Calls
-$19.7M
Net Calls Change
-$1.67M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.2M
2
BlackRock
2
BlackRock
New York
$217M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$36M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$163M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$0
2
SCM
2
Snyder Capital Management
California
$0
3
Capital World Investors
3
Capital World Investors
California
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.64M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$1K +$909 +10 +1,000%
BIA
227
Bell Investment Advisors
California
$928 – – –
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$804 -$2.04K -33 -72%
EWA
229
EverSource Wealth Advisors
Alabama
$743 -$2.85K -46 -79%
ADL
230
Asset Dedication LLC
California
$743 – – –
MCM
231
MV Capital Management
Maryland
$743 +$743 +12 New
NA
232
NewEdge Advisors
Louisiana
$742 – – –
SAM
233
Smartleaf Asset Management
Massachusetts
$740 +$617 +10 +500%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$619 – – –
CFGS
235
Concourse Financial Group Securities
Alabama
$432 -$741 -12 -63%
FFA
236
Farther Finance Advisors
California
$371 -$4.95K -80 -93%
WTC
237
WhitTier Trust Company
Nevada
$371 – – –
HNB
238
Huntington National Bank
Ohio
$247 +$124 +2 +100%
CPA
239
Capital Performance Advisors
California
$186 +$186 +3 New
DPW
240
DiNuzzo Private Wealth
Pennsylvania
$62 -$310 -5 -83%
SIC
241
SJS Investment Consulting
Ohio
$62 -$248 -4 -80%
NSIM
242
North Star Investment Management
Illinois
$62 – – –
CA
243
Claris Advisors
Missouri
$62 +$62 +1 New
CB
244
Cooke & Bieler
Pennsylvania
– -$177M -1,913,566 Closed
SCM
245
Snyder Capital Management
California
– -$58.4M -629,896 Closed
Capital World Investors
246
Capital World Investors
California
– -$55.6M -600,000 Closed
Norges Bank
247
Norges Bank
Norway
– -$26.6M -286,630 Closed
RA
248
Royce & Associates
New York
– -$22.8M -245,886 Closed
Man Group
249
Man Group
United Kingdom
– -$19.9M -214,398 Closed
KCM
250
Kennedy Capital Management
Missouri
– -$12.4M -133,263 Closed
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