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Helen of Troy

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

2.3% less ownership

Funds ownership: 107.58%105.29% (-2.3%)

4% less funds holding

Funds holding: 254244 (-10)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

15% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 68

35% less capital invested

Capital invested by funds: $2.28B → $1.49B (-$791M)

37% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $53.6M

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.5%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CB
276
Commerce Bank
Missouri
-$411K -4,427 Closed
QC
277
Quadrature Capital
United Kingdom
-$400K -4,317 Closed
GCP
278
GSA Capital Partners
United Kingdom
-$355K -3,827 Closed
COI
279
Connable Office Inc
Michigan
-$300K -3,232 Closed
X
280
Xponance
Pennsylvania
-$298K -3,210 Closed
QCM
281
QRG Capital Management
Illinois
-$289K -3,113 Closed
LOAMU
282
Lombard Odier Asset Management (USA)
New York
-$287K -3,098 Closed
IIC
283
Integrated Investment Consultants
Michigan
-$354K -3,075 Closed
Teacher Retirement System of Texas
284
Teacher Retirement System of Texas
Texas
-$285K -3,074 Closed
VF
285
Virtu Financial
New York
-$283K -3,056 Closed
HC
286
Henshaw Capital
Massachusetts
-$275K -2,961 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

HELE Hedge Fund Activity: Q3 2024 in Review

244 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2024, worth a combined $1.49B — down 35% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of HELE and 58 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 75 added.

The largest buyer was Pacer Advisors, adding an estimated $63.1M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $177M sold.

  • 244 institutional investors held Helen of Troy (HELE) as of Q3 2024, down from 254 in Q2 2024.
  • Funds reported $1.49B of Helen of Troy stock for Q3 2024, down 35% quarter-over-quarter.
  • 58 funds opened new Helen of Troy positions in Q3 2024 and 68 closed out, a net change of -10 holders.
  • The largest Helen of Troy buyer in Q3 2024 was Pacer Advisors, an estimated $63.1M added.
  • The largest Helen of Troy seller in Q3 2024 was Cooke & Bieler, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2024.