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Helen of Troy
HELE

Overview Fund Activity

260 hedge funds and large institutions have $3.3B invested in Helen of Troy in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 21 closing their positions.

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
76
Reduced
102
Closed
21
Calls
$83.9M
Puts
$138M
Net Calls
-$54.6M
Net Calls Change
+$3.68M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M
2
Man Group
2
Man Group
United Kingdom
$30M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.7M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$11.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$838K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$93.9M
3
Millennium Management
3
Millennium Management
New York
$6.79M
4
Capital World Investors
4
Capital World Investors
California
$82.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
276
Private Trust Company
Ohio
– -$3.15K -27 Closed
IHWM
277
Iron Horse Wealth Management
Iowa
– -$2.45K -21 Closed
FCA
278
FinTrust Capital Advisors
South Carolina
– -$933 -8 Closed
WAM
279
WFA Asset Management
Wisconsin
– -$583 -5 Closed
AF
280
Allworth Financial
California
– -$350 -3 Closed
8 9 10 11
12