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Helen of Troy
HELE

Overview Fund Activity

271 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.

Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
97
Reduced
92
Closed
24
Calls
$40.8M
Puts
$89.9M
Net Calls
-$49.1M
Net Calls Change
+$5.49M

Top Buyers

1
SCM
1
Snyder Capital Management
California
$78.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$397M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$74.7M
4
LCM
4
Landscape Capital Management
New Jersey
$6.69M
5
TC
5
TwinBeech Capital
New York
$5.39M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$125M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.6M
3
CB
3
Cooke & Bieler
Pennsylvania
$216M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$6.33M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$22.7M -$558K -4,838 -2%
RA
27
Royce & Associates
New York
$22.6M -$348K -3,016 -2%
GKIM
28
GW&K Investment Management
Massachusetts
$22.4M -$253K -2,192 -1%
SFM
29
Systematic Financial Management
New Jersey
$22.3M +$3.69M +32,041 +20%
Morgan Stanley
30
Morgan Stanley
New York
$19.6M -$15.5M -134,307 -44%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$16.8M -$2.06M -17,912 -11%
CCMLC
32
Cardinal Capital Management LLC (Connecticut)
Connecticut
$14.5M -$1.92M -16,658 -12%
Principal Financial Group
33
Principal Financial Group
Iowa
$11.4M -$209K -1,811 -2%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$10.5M +$122K +1,056 +1%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$10.3M +$113K +982 +1%
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$10.3M -$98.1K -851 -0.9%
KCM
37
Kennedy Capital Management
Missouri
$10.1M +$3.72M +32,321 +58%
First Eagle Investment Management
38
First Eagle Investment Management
New York
$9.59M +$424K +3,680 +5%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$9.38M -$523K -4,535 -5%
AQR Capital Management
40
AQR Capital Management
Connecticut
$9.35M +$395K +3,428 +4%
Barclays
41
Barclays
United Kingdom
$9.18M -$3.07M -26,629 -25%
Citadel Advisors
42
Citadel Advisors
Florida
$8.82M +$4.83M +41,922 +121%
CIP
43
Chartwell Investment Partners
Pennsylvania
$7.43M -$1.85M -16,021 -20%
LCM
44
Landscape Capital Management
New Jersey
$6.69M +$6.69M +58,073 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$6.58M +$713K +6,191 +12%
Creative Planning
46
Creative Planning
Kansas
$6.54M +$9.1K +79 +0.1%
Lazard Asset Management
47
Lazard Asset Management
New York
$6.33M -$11.8M -102,128 -65%
Invesco
48
Invesco
Georgia
$6.1M -$3.19M -27,656 -34%
Jane Street
49
Jane Street
New York
$6.06M -$6.3M -54,706 -51%
SEI Investments
50
SEI Investments
Pennsylvania
$5.97M -$1.54M -13,375 -21%
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