We are live on ! Find out more
HELE icon

Helen of Troy

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.

New
Increased
Maintained
Reduced
Closed

2.3% less ownership

Funds ownership: 107.58%105.29% (-2.3%)

4% less funds holding

Funds holding: 254244 (-10)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

15% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 68

35% less capital invested

Capital invested by funds: $2.28B → $1.49B (-$791M)

37% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $53.6M

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.5%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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
First Eagle Investment Management
259
First Eagle Investment Management
New York
-$1.88M -20,219 Closed
CCMLC
260
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$1.79M -19,333 Closed
State of New Jersey Common Pension Fund D
261
State of New Jersey Common Pension Fund D
New Jersey
-$1.68M -18,143 Closed
SEC
262
Seven Eight Capital
New York
-$1.34M -14,416 Closed
CIC
263
Cornercap Investment Counsel
Georgia
-$957K -10,324 Closed
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
-$955K -10,293 Closed
TI
265
Trexquant Investment
Connecticut
-$888K -9,577 Closed
MUAMU
266
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$835K -9,000 Closed
OTPPB
267
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$781K -8,421 Closed
PI
268
PEAK6 Investments
Illinois
-$460K -7,779 Closed
CC
269
Centiva Capital
New York
-$576K -6,211 Closed
SOMRS
270
State of Michigan Retirement System
Michigan
-$531K -5,727 Closed
DTL
271
Dynamic Technology Lab
Singapore
-$528K -5,688 Closed
SRL
272
Scientech Research LLC
New Jersey
-$501K -5,401 Closed
JFG
273
Jefferies Financial Group
New York
-$482K -5,200 Closed
NMERB
274
New Mexico Educational Retirement Board
New Mexico
-$454K -4,900 Closed
P8IP
275
Pier 88 Investment Partners
California
-$412K -4,445 Closed

HELE Hedge Fund Activity: Q3 2024 in Review

244 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2024, worth a combined $1.49B — down 35% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of HELE and 58 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 75 added.

The largest buyer was Pacer Advisors, adding an estimated $63.1M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $177M sold.

  • 244 institutional investors held Helen of Troy (HELE) as of Q3 2024, down from 254 in Q2 2024.
  • Funds reported $1.49B of Helen of Troy stock for Q3 2024, down 35% quarter-over-quarter.
  • 58 funds opened new Helen of Troy positions in Q3 2024 and 68 closed out, a net change of -10 holders.
  • The largest Helen of Troy buyer in Q3 2024 was Pacer Advisors, an estimated $63.1M added.
  • The largest Helen of Troy seller in Q3 2024 was Cooke & Bieler, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2024.