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Helen of Troy
HELE

Overview Fund Activity

239 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-5
Holders Change %
-2.05%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
67
Closed
43
Calls
$34.2M
Puts
$34.6M
Net Calls
-$468K
Net Calls Change
+$19.3M

Top Buyers

1
CCPM
Cooper Creek Partners Management
New York
$41.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38.7M
3
MVP
Medina Value Partners
California
$19.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$20.9M
5
Bank of America
Bank of America
North Carolina
$21.8M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$0
2
Fisher Asset Management
Fisher Asset Management
Washington
$650K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.61M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
226
Newbridge Financial Services Group
Florida
$897 +$897 +15 New
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$778 – – –
Jones Financial Companies
228
Jones Financial Companies
Missouri
$778 +$778 +13 New
ADL
229
Asset Dedication LLC
California
$718 – – –
NA
230
NewEdge Advisors
Louisiana
$718 – – –
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$598 – – –
CIAM
232
Caitong International Asset Management
Hong Kong
$598 +$598 +10 New
TWD
233
True Wealth Design
Ohio
$539 +$539 +9 New
WTC
234
WhitTier Trust Company
Nevada
$358 – – –
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$299 -$18.5K -309 -98%
AWM
236
Abound Wealth Management
Tennessee
$180 +$180 +3 New
FFA
237
Farther Finance Advisors
California
$60 -$300 -5 -83%
IA
238
IFP Advisors
Florida
$60 – – –
NSIM
239
North Star Investment Management
Illinois
$60 – – –
Macquarie Group
240
Macquarie Group
Australia
– -$31.3M -506,767 Closed
Massachusetts Financial Services
241
Massachusetts Financial Services
Massachusetts
– -$16.4M -264,616 Closed
MGP
242
M&G plc
United Kingdom
– -$11.7M -188,744 Closed
AC
243
Armistice Capital
New York
– -$11.5M -186,000 Closed
Two Sigma Advisers
244
Two Sigma Advisers
New York
– -$5.46M -88,300 Closed
Qube Research & Technologies (QRT)
245
Qube Research & Technologies (QRT)
United Kingdom
– -$4.44M -71,813 Closed
JF
246
Jump Financial
Illinois
– -$2.81M -45,400 Closed
Millennium Management
247
Millennium Management
New York
– -$2.24M -36,149 Closed
APSPRSPT
248
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
– -$2.07M -33,500 Closed
AAM
249
Azzad Asset Management
Virginia
– -$1.83M -29,663 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
250
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.78M -28,700 Closed
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