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Helen of Troy
HELE

Overview Fund Activity

254 hedge funds and large institutions have $2.28B invested in Helen of Troy in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-17
Holders Change %
-6.27%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
88
Reduced
89
Closed
40
Calls
$31.3M
Puts
$49.3M
Net Calls
-$18.1M
Net Calls Change
+$31.1M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$29.7M
2
Invesco
2
Invesco
Georgia
$18M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M
4
Capital International Investors
4
Capital International Investors
California
$39.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.66M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.23M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
276
Fox Run Management
Connecticut
– -$330K -2,867 Closed
AA
277
AlphaMark Advisors
Kentucky
– -$290K -2,520 Closed
CM
278
Capula Management
Cayman Islands
– -$278K -2,416 Closed
MM
279
MQS Management
New York
– -$256K -2,222 Closed
ET
280
Entropy Technologies
New York
– -$239K -2,078 Closed
NS
281
NBC Securities
Alabama
– -$232K -2,021 Closed
Wolverine Trading
282
Wolverine Trading
Illinois
– -$226K -1,958 Closed
OR
283
Olympiad Research
Connecticut
– -$218K -1,896 Closed
AIM
284
ARGA Investment Management
Connecticut
– -$218K -1,893 Closed
PCM
285
Prelude Capital Management
New York
– -$210K -1,820 Closed
MLICM
286
Metropolitan Life Insurance Company (MetLife)
New York
– -$143K -1,240 Closed
SO
287
STRS Ohio
Ohio
– -$35K -300 Closed
SWA
288
SOA Wealth Advisors
New York
– -$28.8K -250 Closed
Group One Trading
289
Group One Trading
Illinois
– -$21.2K -184 Closed
FIM
290
Fernwood Investment Management
Massachusetts
– -$11.4K -99 Closed
PPC
291
Park Place Capital
Alabama
– -$3.34K -29 Closed
GWM
292
Geneos Wealth Management
Colorado
– -$691 -6 Closed
GEA
293
Glen Eagle Advisors
New Jersey
– -$230 -2 Closed
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