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Helen of Troy
HELE

Overview Fund Activity

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
Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.53%
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

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.2M
2
BlackRock
2
BlackRock
New York
$217M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$36M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$163M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$0
2
SCM
2
Snyder Capital Management
California
$0
3
Capital World Investors
3
Capital World Investors
California
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.64M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
P8IP
276
Pier 88 Investment Partners
California
– -$412K -4,445 Closed
CB
277
Commerce Bank
Missouri
– -$411K -4,427 Closed
QC
278
Quadrature Capital
United Kingdom
– -$400K -4,317 Closed
GCP
279
GSA Capital Partners
United Kingdom
– -$355K -3,827 Closed
COI
280
Connable Office Inc
Michigan
– -$300K -3,232 Closed
X
281
Xponance
Pennsylvania
– -$298K -3,210 Closed
QCM
282
QRG Capital Management
Illinois
– -$289K -3,113 Closed
LOAMU
283
Lombard Odier Asset Management (USA)
New York
– -$287K -3,098 Closed
IIC
284
Integrated Investment Consultants
Michigan
– -$354K -3,075 Closed
Teacher Retirement System of Texas
285
Teacher Retirement System of Texas
Texas
– -$285K -3,074 Closed
VF
286
Virtu Financial
New York
– -$283K -3,056 Closed
VCA
287
Verdence Capital Advisors
Maryland
– -$271K -2,917 Closed
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
– -$270K -2,915 Closed
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
– -$258K -2,787 Closed
Pictet Asset Management
290
Pictet Asset Management
Switzerland
– -$251K -2,708 Closed
Stifel Financial
291
Stifel Financial
Missouri
– -$248K -2,669 Closed
CCIA
292
Campbell & Co Investment Adviser
Maryland
– -$247K -2,666 Closed
Pathstone Holdings
293
Pathstone Holdings
New Jersey
– -$240K -2,587 Closed
CWM
294
Congress Wealth Management
Massachusetts
– -$217K -2,335 Closed
Prudential Financial
295
Prudential Financial
New Jersey
– -$216K -2,327 Closed
State Board of Administration of Florida Retirement System
296
State Board of Administration of Florida Retirement System
Florida
– -$203K -2,192 Closed
SAM
297
Securian Asset Management
Minnesota
– -$171K -1,841 Closed
ACM
298
Aquatic Capital Management
Illinois
– -$121K -1,300 Closed
NC
299
nVerses Capital
Florida
– -$27.8K -300 Closed
FHA
300
First Horizon Advisors
Tennessee
– -$7.7K -83 Closed
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