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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 %
SIC
251
SJS Investment Consulting
Ohio
$605 -$121 -1 -17%
DPW
252
DiNuzzo Private Wealth
Pennsylvania
$605 +$605 +5 New
GRP
253
Global Retirement Partners
California
$587 +$587 +5 New
GI
254
GAMMA Investing
California
$573 +$573 +5 New
AAP
255
Arax Advisory Partners
Colorado
$363 -$363 -3 -50%
GEA
256
Glen Eagle Advisors
New Jersey
$242 – – –
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$121 -$2.06K -17 -94%
NSIM
258
North Star Investment Management
Illinois
$121 – – –
VCM
259
Versant Capital Management
Arizona
$121 – – –
Balyasny Asset Management
260
Balyasny Asset Management
Illinois
– -$3.88M -33,276 Closed
MAM
261
Meeder Asset Management
Ohio
– -$2.66M -22,839 Closed
BHCM
262
Boulder Hill Capital Management
New York
– -$2.35M -20,200 Closed
QC
263
Quadrature Capital
United Kingdom
– -$1.94M -16,633 Closed
TI
264
Trexquant Investment
Connecticut
– -$1.31M -11,205 Closed
Squarepoint
265
Squarepoint
New York
– -$754K -6,473 Closed
FRM
266
Fox Run Management
Connecticut
– -$662K -5,677 Closed
FC
267
FORA Capital
Florida
– -$549K -4,712 Closed
XT
268
XTX Topco
Cayman Islands
– -$462K -3,967 Closed
MFS
269
Mirabella Financial Services
United Kingdom
– -$401K -3,443 Closed
SCM
270
SevenOneSeven Capital Management
Pennsylvania
– -$265K -2,721 Closed
PRC
271
Pearl River Capital
Michigan
– -$315K -2,702 Closed
AIM
272
Aigen Investment Management
New York
– -$211K -1,809 Closed
PA
273
Pinnacle Associates
New York
– -$205K -1,758 Closed
IAS
274
IMA Advisory Services
Colorado
– -$140K -1,201 Closed
AIM
275
Anchor Investment Management
South Carolina
– -$7.11K -61 Closed
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