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Helen of Troy
HELE

Overview Fund Activity

260 hedge funds and large institutions have $3.3B invested in Helen of Troy in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
76
Reduced
102
Closed
21
Calls
$83.9M
Puts
$138M
Net Calls
-$54.6M
Net Calls Change
+$3.68M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M
2
Man Group
2
Man Group
United Kingdom
$30M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.7M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$11.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$838K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$93.9M
3
Millennium Management
3
Millennium Management
New York
$6.79M
4
Capital World Investors
4
Capital World Investors
California
$82.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$24.4M -$4.83M -39,945 -16%
RA
27
Royce & Associates
New York
$24M +$254K +2,105 +1%
Fuller & Thaler Asset Management
28
Fuller & Thaler Asset Management
California
$23.9M +$14.1K +117 +0.1%
GKIM
29
GW&K Investment Management
Massachusetts
$23.7M -$1.89M -15,643 -7%
Bank of America
30
Bank of America
North Carolina
$21.9M +$2.07M +17,120 +10%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$19.8M -$8.01M -66,286 -29%
SFM
32
Systematic Financial Management
New Jersey
$19.5M +$3.18M +26,325 +20%
Lazard Asset Management
33
Lazard Asset Management
New York
$19M -$97.7K -809 -0.5%
CCMLC
34
Cardinal Capital Management LLC (Connecticut)
Connecticut
$17.3M -$1.81M -14,986 -9%
Jane Street
35
Jane Street
New York
$13M +$10.8M +89,278 +496%
Barclays
36
Barclays
United Kingdom
$12.8M -$14.2M -117,413 -52%
Principal Financial Group
37
Principal Financial Group
Iowa
$12.2M +$161K +1,336 +1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$11.8M +$11.2M +92,663 +1,980%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$10.9M +$38.5K +319 +0.4%
Public Employees Retirement Association of Colorado
40
Public Employees Retirement Association of Colorado
Colorado
$10.9M -$57.5K -476 -0.5%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$10.7M -$335K -2,771 -3%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$10.4M +$74.9K +620 +0.7%
Invesco
43
Invesco
Georgia
$9.73M +$468K +3,876 +5%
CIP
44
Chartwell Investment Partners
Pennsylvania
$9.72M +$2.76M +22,832 +40%
First Eagle Investment Management
45
First Eagle Investment Management
New York
$9.61M +$3.47M +28,739 +57%
AQR Capital Management
46
AQR Capital Management
Connecticut
$9.39M -$433K -3,583 -4%
Capital Fund Management (CFM)
47
Capital Fund Management (CFM)
France
$8.58M +$8.58M +71,048 New
SEI Investments
48
SEI Investments
Pennsylvania
$7.87M +$37.8K +313 +0.5%
Creative Planning
49
Creative Planning
Kansas
$6.85M -$2.59M -21,457 -27%
Millennium Management
50
Millennium Management
New York
$6.79M -$21M -173,867 -76%
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