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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
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$13.7M +$3.76M +63,518 +40%
ClearBridge Investments
27
ClearBridge Investments
New York
$12.7M +$12.2M +205,856 New
CC
28
Clearline Capital
New York
$12.7M +$12.2M +205,738 New
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$12.5M +$11.3M +190,682 +1,693%
Bank of America
30
Bank of America
North Carolina
$12.5M -$126K -2,138 -1%
MGP
31
M&G plc
United Kingdom
$11.7M +$11.2M +188,744 New
AC
32
Armistice Capital
New York
$11.5M +$11M +186,000 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$10.6M -$3.08M -52,031 -23%
Two Sigma Investments
34
Two Sigma Investments
New York
$8.72M +$7.94M +134,255 +1,980%
Principal Financial Group
35
Principal Financial Group
Iowa
$7.72M +$2.03M +34,318 +38%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$7.33M +$6.31M +106,641 +904%
Ameriprise
37
Ameriprise
Minnesota
$7.29M +$3.76M +63,581 +117%
UBS Group
38
UBS Group
Switzerland
$6.9M +$1.99M +33,673 +43%
Capital Fund Management (CFM)
39
Capital Fund Management (CFM)
France
$6.05M +$3.83M +64,804 +196%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$5.64M -$46.6M -787,223 -90%
N
41
Nuveen
North Carolina
$5.62M -$105K -1,779 -2%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$5.46M +$5.22M +88,300 New
JP Morgan Chase
43
JP Morgan Chase
New York
$5.19M +$350K +5,920 +8%
MVP
44
Medina Value Partners
California
$4.88M +$4.66M +78,870 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$4.76M -$630K -10,649 -12%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$4.44M +$3.7M +62,616 +681%
Wells Fargo
47
Wells Fargo
California
$4.37M +$1.63M +27,495 +64%
Invesco
48
Invesco
Georgia
$4.23M -$7.45M -125,953 -65%
Citadel Advisors
49
Citadel Advisors
Florida
$3.98M -$1.76M -29,694 -32%
Legal & General Group
50
Legal & General Group
United Kingdom
$3.93M +$1.52M +25,766 +68%

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.