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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 %
Toronto Dominion Bank
251
Toronto Dominion Bank
Ontario, Canada
$93 – – –
NSIM
252
North Star Investment Management
Illinois
$93 – – –
TFM
253
TFC Financial Management
Massachusetts
$93 +$93 +1 New
Capital Research Global Investors
254
Capital Research Global Investors
California
– -$125M -1,086,151 Closed
Lord, Abbett & Co
255
Lord, Abbett & Co
New Jersey
– -$22.7M -197,339 Closed
MAP
256
Moody Aldrich Partners
Massachusetts
– -$5.94M -51,518 Closed
TC
257
TwinBeech Capital
New York
– -$5.39M -46,808 Closed
AIG
258
American International Group
New York
– -$4.95M -42,965 Closed
EAM
259
EULAV Asset Management
Florida
– -$2.65M -23,000 Closed
Polen Capital Management
260
Polen Capital Management
Florida
– -$2.26M -19,642 Closed
SSA
261
Schonfeld Strategic Advisors
New York
– -$1.82M -15,790 Closed
EGM
262
Engineers Gate Manager
New York
– -$1.76M -15,250 Closed
Renaissance Technologies
263
Renaissance Technologies
New York
– -$1.5M -13,010 Closed
SCM
264
Semanteon Capital Management
Massachusetts
– -$1.24M -10,774 Closed
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
– -$914K -10,349 Closed
CAM
266
ClariVest Asset Management
California
– -$788K -6,835 Closed
Squarepoint
267
Squarepoint
New York
– -$780K -6,767 Closed
HSBC Holdings
268
HSBC Holdings
United Kingdom
– -$734K -6,372 Closed
GT
269
Glenmede Trust
Pennsylvania
– -$708K -6,142 Closed
BCM
270
Bayesian Capital Management
New York
– -$694K -6,025 Closed
TCM
271
Teza Capital Management
Illinois
– -$620K -5,384 Closed
NRD
272
Nebula Research & Development
New York
– -$611K -5,306 Closed
HF
273
HRT Financial
New York
– -$586K -5,092 Closed
BCI
274
Brinker Capital Investments
Pennsylvania
– -$584K -5,065 Closed
OPS
275
Orion Portfolio Solutions
Nebraska
– -$584K -5,065 Closed
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