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Helen of Troy
HELE

Overview Fund Activity

239 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-5
Holders Change %
-2.05%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
67
Closed
43
Calls
$34.2M
Puts
$34.6M
Net Calls
-$468K
Net Calls Change
+$19.3M

Top Buyers

1
CCPM
Cooper Creek Partners Management
New York
$41.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38.7M
3
MVP
Medina Value Partners
California
$19.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$20.9M
5
Bank of America
Bank of America
North Carolina
$21.8M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$0
2
Fisher Asset Management
Fisher Asset Management
Washington
$650K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.61M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
251
Marshall Wace
United Kingdom
– -$1.45M -23,400 Closed
BHCM
252
Brevan Howard Capital Management
Jersey
– -$1.04M -16,787 Closed
FA
253
Faithward Advisors
Pennsylvania
– -$1.04M -16,748 Closed
NIMC
254
Nierenberg Investment Management Company
Washington
– -$933K -15,080 Closed
EFA
255
Evernest Financial Advisors
Indiana
– -$775K -12,531 Closed
Jennison Associates
256
Jennison Associates
New York
– -$674K -10,895 Closed
EP
257
Edgestream Partners
New Jersey
– -$654K -10,566 Closed
QT
258
Quantbot Technologies
New York
– -$567K -9,162 Closed
AG
259
Algert Global
California
– -$480K -7,760 Closed
MAM
260
Meeder Asset Management
Ohio
– -$480K -7,754 Closed
GCM
261
Graham Capital Management
Connecticut
– -$442K -7,141 Closed
SG Americas Securities
262
SG Americas Securities
New York
– -$321K -5,198 Closed
TSS
263
Two Sigma Securities
New York
– -$317K -5,129 Closed
ETC
264
Exchange Traded Concepts
Oklahoma
– -$315K -5,092 Closed
Nomura Holdings
265
Nomura Holdings
Japan
– -$308K -4,979 Closed
HSBC Holdings
266
HSBC Holdings
United Kingdom
– -$287K -4,609 Closed
Wolverine Trading
267
Wolverine Trading
Illinois
– -$280K -4,544 Closed
Cerity Partners
268
Cerity Partners
New York
– -$230K -3,721 Closed
EC
269
EntryPoint Capital
New York
– -$208K -3,364 Closed
VI
270
Vestcor Inc
New Brunswick, Canada
– -$128K -2,071 Closed
IAS
271
IMA Advisory Services
Colorado
– -$74.3K -1,201 Closed
DZ Bank
272
DZ Bank
Germany
– -$68K -1,100 Closed
EC
273
Elequin Capital
New York
– -$41.4K -670 Closed
TPCW
274
TD Private Client Wealth
New York
– -$15.8K -255 Closed
AAP
275
Arax Advisory Partners
Colorado
– -$1.86K -30 Closed
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