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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 %
QCG
251
Quadrant Capital Group
Ohio
$2.19K – – –
NMM
252
Naples Money Management
Florida
$2.07K -$115 -1 -5%
EBA
253
Eagle Bay Advisors
New York
$1.96K +$1.96K +17 New
GI
254
GAMMA Investing
California
$1.84K +$1.27K +11 +220%
NA
255
NewEdge Advisors
Louisiana
$1.38K – – –
HNB
256
Huntington National Bank
Ohio
$1.38K +$1.38K +12 New
BIA
257
Bell Investment Advisors
California
$1.15K – – –
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$1.15K – – –
ADL
259
Asset Dedication LLC
California
$1K – – –
UB
260
UMB Bank
Missouri
$807 +$807 +7 New
WTC
261
WhitTier Trust Company
Nevada
$691 – – –
GWM
262
Geneos Wealth Management
Colorado
$691 +$691 +6 New
DPW
263
DiNuzzo Private Wealth
Pennsylvania
$577 – – –
SIC
264
SJS Investment Consulting
Ohio
$577 – – –
GRP
265
Global Retirement Partners
California
$576 – – –
AAP
266
Arax Advisory Partners
Colorado
$346 – – –
GEA
267
Glen Eagle Advisors
New Jersey
$230 – – –
NSIM
268
North Star Investment Management
Illinois
$115 – – –
Toronto Dominion Bank
269
Toronto Dominion Bank
Ontario, Canada
$115 – – –
VCM
270
Versant Capital Management
Arizona
$115 – – –
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
– -$11.8M -97,343 Closed
AACP
272
Advantage Alpha Capital Partners
California
– -$2.81M -23,235 Closed
HCA
273
Harbor Capital Advisors
Illinois
– -$861K -7,131 Closed
Two Sigma Investments
274
Two Sigma Investments
New York
– -$737K -6,100 Closed
Nomura Holdings
275
Nomura Holdings
Japan
– -$713K -5,900 Closed
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