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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.

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 %
LCM
251
Landscape Capital Management
New Jersey
– -$8.55M -92,188 Closed
California Public Employees Retirement System
252
California Public Employees Retirement System
California
– -$3.79M -40,902 Closed
DFCM
253
Dark Forest Capital Management
Puerto Rico
– -$3.33M -35,955 Closed
Lazard Asset Management
254
Lazard Asset Management
New York
– -$3.32M -35,833 Closed
Retirement Systems of Alabama
255
Retirement Systems of Alabama
Alabama
– -$2.73M -29,387 Closed
CII
256
Capital International Inc
California
– -$2.35M -25,344 Closed
Holocene Advisors
257
Holocene Advisors
New York
– -$2.32M -25,053 Closed
M&T Bank
258
M&T Bank
New York
– -$2.29M -24,712 Closed
TPSF
259
Texas Permanent School Fund
Texas
– -$2.14M -23,128 Closed
First Eagle Investment Management
260
First Eagle Investment Management
New York
– -$1.88M -20,219 Closed
CCMLC
261
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$1.79M -19,333 Closed
State of New Jersey Common Pension Fund D
262
State of New Jersey Common Pension Fund D
New Jersey
– -$1.68M -18,143 Closed
SEC
263
Seven Eight Capital
New York
– -$1.34M -14,416 Closed
CIC
264
Cornercap Investment Counsel
Georgia
– -$957K -10,324 Closed
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
– -$955K -10,293 Closed
TI
266
Trexquant Investment
Connecticut
– -$888K -9,577 Closed
MUAMU
267
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$835K -9,000 Closed
OTPPB
268
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$781K -8,421 Closed
PI
269
PEAK6 Investments
Illinois
– -$721K -7,779 Closed
CC
270
Centiva Capital
New York
– -$576K -6,211 Closed
SOMRS
271
State of Michigan Retirement System
Michigan
– -$531K -5,727 Closed
DTL
272
Dynamic Technology Lab
Singapore
– -$528K -5,688 Closed
SRL
273
Scientech Research LLC
New Jersey
– -$501K -5,401 Closed
JFG
274
Jefferies Financial Group
New York
– -$482K -5,200 Closed
NMERB
275
New Mexico Educational Retirement Board
New Mexico
– -$454K -4,900 Closed
9 10
11
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