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Helen of Troy
HELE

Overview Fund Activity

271 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
97
Reduced
92
Closed
24
Calls
$40.8M
Puts
$89.9M
Net Calls
-$49.1M
Net Calls Change
+$5.49M

Top Buyers

1
SCM
Snyder Capital Management
California
$78.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$397M
3
EARNEST Partners
EARNEST Partners
Georgia
$74.7M
4
LCM
Landscape Capital Management
New Jersey
$6.69M
5
TC
TwinBeech Capital
New York
$5.39M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$125M
2
Morgan Stanley
Morgan Stanley
New York
$19.6M
3
CB
Cooke & Bieler
Pennsylvania
$216M
4
Lazard Asset Management
Lazard Asset Management
New York
$6.33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
276
Versor Investments
New York
– -$582K -4,820 Closed
SEC
277
Seven Eight Capital
New York
– -$486K -4,025 Closed
CSS
278
Cubist Systematic Strategies
Connecticut
– -$483K -3,994 Closed
PMEF
279
Point72 Middle East FZE
United Arab Emirates
– -$424K -3,507 Closed
CGH
280
Crossmark Global Holdings
Texas
– -$363K -3,008 Closed
STAS
281
Strong Tower Advisory Services
Minnesota
– -$286K -2,368 Closed
AC
282
AXQ Capital
New Jersey
– -$279K -2,309 Closed
VPIM
283
Vanguard Personalized Indexing Management
California
– -$252K -2,088 Closed
RJFSA
284
Raymond James Financial Services Advisors
Florida
– -$231K -1,908 Closed
CC
285
Corton Capital
Ontario, Canada
– -$211K -1,749 Closed
ASN
286
Advisory Services Network
Georgia
– -$129K -1,071 Closed
FWM
287
Focused Wealth Management
New York
– -$84.6K -700 Closed
PAS
288
Point72 Asia (Singapore)
Singapore
– -$15.9K -132 Closed
SWS
289
SYSTM Wealth Solutions
Illinois
– -$5.08K -42 Closed
LA
290
LM Advisors
California
– -$4.71K -39 Closed
LFG
291
Larson Financial Group
Missouri
– -$4.59K -38 Closed
BGAI
292
Bruce G. Allen Investments
Colorado
– -$2.54K -21 Closed
TCWA
293
Turtle Creek Wealth Advisors
Texas
– -$1.33K -11 Closed
AF
294
Advisornet Financial
Minnesota
– -$725 -6 Closed
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