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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Helen of Troy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
78
Reduced
94
Closed
30
Calls
$106M
Puts
$164M
Net Calls
-$58.3M
Net Calls Change
-$18.3M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$26.1M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$10.8M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$26.8M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$5.92M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.88M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$358M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.88M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.9M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.38M
5
NIG
5
NFJ Investment Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$26.8M +$3.05M +26,132 +13%
Barclays
27
Barclays
United Kingdom
$26.1M +$20.8M +178,260 +392%
Norges Bank
28
Norges Bank
Norway
$25.9M +$2.48M +21,285 +11%
GKIM
29
GW&K Investment Management
Massachusetts
$24.7M +$513K +4,402 +2%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$23.1M +$3.29M +28,210 +17%
RA
31
Royce & Associates
New York
$23M -$5.98M -51,319 -21%
Bank of America
32
Bank of America
North Carolina
$19.1M -$4.52M -38,817 -19%
Lazard Asset Management
33
Lazard Asset Management
New York
$18.4M -$10.8M -92,658 -37%
CCMLC
34
Cardinal Capital Management LLC (Connecticut)
Connecticut
$18.4M -$873K -7,488 -5%
Morgan Stanley
35
Morgan Stanley
New York
$17.6M +$38.8K +333 +0.2%
SFM
36
Systematic Financial Management
New Jersey
$15.7M -$320K -2,748 -2%
Renaissance Technologies
37
Renaissance Technologies
New York
$14.9M -$18M -154,300 -55%
Marshall Wace
38
Marshall Wace
United Kingdom
$13M -$7.72M -66,230 -37%
Principal Financial Group
39
Principal Financial Group
Iowa
$11.6M +$328K +2,818 +3%
Verition Fund Management
40
Verition Fund Management
Connecticut
$10.8M +$10.6M +90,892 +4,291%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$10.6M +$129K +1,106 +1%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$10.5M +$57.7K +495 +0.6%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$10.5M +$37.3K +320 +0.4%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$9.94M +$1.2M +10,294 +14%
AQR Capital Management
45
AQR Capital Management
Connecticut
$9.48M -$3.01M -25,865 -24%
Creative Planning
46
Creative Planning
Kansas
$9.11M -$437K -3,750 -5%
Invesco
47
Invesco
Georgia
$8.94M +$1.06M +9,109 +13%
PCM
48
Peregrine Capital Management
Minnesota
$7.77M -$333K -2,853 -4%
SEI Investments
49
SEI Investments
Pennsylvania
$7.56M +$127K +1,093 +2%
Citadel Advisors
50
Citadel Advisors
Florida
$7.3M -$2.93M -25,127 -29%
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