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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.

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 Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$13.7M 221,488 +63,518 +40%
ClearBridge Investments
27
ClearBridge Investments
New York
$12.7M 205,856 +205,856 New
CC
28
Clearline Capital
New York
$12.7M 205,738 +205,738 New
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$12.5M 201,942 +190,682 +1,693%
Bank of America
30
Bank of America
North Carolina
$12.5M 201,720 -2,138 -1%
MGP
31
M&G plc
United Kingdom
$11.7M 188,744 +188,744 New
AC
32
Armistice Capital
New York
$11.5M 186,000 +186,000 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$10.6M 170,895 -52,031 -23%
Two Sigma Investments
34
Two Sigma Investments
New York
$8.72M 141,034 +134,255 +1,980%
Principal Financial Group
35
Principal Financial Group
Iowa
$7.72M 124,834 +34,318 +38%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$7.33M 118,441 +106,641 +904%
Ameriprise
37
Ameriprise
Minnesota
$7.29M 117,841 +63,581 +117%
UBS Group
38
UBS Group
Switzerland
$6.9M 111,617 +33,673 +43%
Capital Fund Management (CFM)
39
Capital Fund Management (CFM)
France
$6.05M 97,866 +64,804 +196%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$5.64M 91,121 -787,223 -90%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$5.62M 90,935 -1,779 -2%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$5.46M 88,300 +88,300 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$5.19M 83,889 +5,920 +8%
MVP
44
Medina Value Partners
California
$4.88M 78,870 +78,870 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$4.76M 76,906 -10,649 -12%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$4.44M 71,813 +62,616 +681%
Wells Fargo
47
Wells Fargo
California
$4.37M 70,698 +27,495 +64%
Invesco
48
Invesco
Georgia
$4.23M 68,362 -125,953 -65%
Citadel Advisors
49
Citadel Advisors
Florida
$3.98M 64,390 -29,694 -32%
Legal & General Group
50
Legal & General Group
United Kingdom
$3.93M 63,489 +25,766 +68%
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