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Helen of Troy
HELE

Overview Fund Activity

239 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 43 closing their positions.

Holders
239
Holders Change
-5
Holders Change %
-2.05%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
67
Closed
43
Calls
$34.2M
Puts
$34.6M
Net Calls
-$468K
Net Calls Change
+$19.3M

Top Buyers

1
CCPM
1
Cooper Creek Partners Management
New York
$41.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$38.7M
3
MVP
3
Medina Value Partners
California
$19.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$20.9M
5
Bank of America
5
Bank of America
North Carolina
$21.8M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$0
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$650K
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$0
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$6.61M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
26
ClearBridge Investments
New York
$12.2M -$152K -2,539 -1%
UBS Group
27
UBS Group
Switzerland
$12.1M +$5.42M +90,658 +81%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$11.9M -$1.39M -23,287 -11%
AQR Capital Management
29
AQR Capital Management
Connecticut
$11.7M -$6.74M -112,653 -37%
ICM
30
Invenomic Capital Management
Massachusetts
$8.5M -$5.34M -89,270 -39%
Principal Financial Group
31
Principal Financial Group
Iowa
$7.86M +$387K +6,471 +5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.41M +$4.36M +72,870 +143%
Ameriprise
33
Ameriprise
Minnesota
$6.65M -$400K -6,686 -6%
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$6.61M -$13.6M -227,575 -67%
CC
35
Clearline Capital
New York
$6.59M -$5.72M -95,580 -46%
Citadel Advisors
36
Citadel Advisors
Florida
$6.44M +$2.59M +43,216 +67%
Wells Fargo
37
Wells Fargo
California
$5.55M +$1.33M +22,148 +31%
Invesco
38
Invesco
Georgia
$5.47M +$1.38M +23,085 +34%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$5.45M +$9.21K +154 +0.2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$5.39M +$370K +6,191 +7%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$4.5M -$97.1K -1,623 -2%
Franklin Resources
42
Franklin Resources
California
$4.33M +$3.71M +62,087 +604%
WP
43
Woodline Partners
California
$4.32M +$4.32M +72,180 New
First Trust Advisors
44
First Trust Advisors
Illinois
$4.18M +$2.2M +36,795 +111%
Capital Fund Management (CFM)
45
Capital Fund Management (CFM)
France
$4.16M -$1.7M -28,355 -29%
GIA
46
Gladstone Institutional Advisory
Florida
$4.04M +$552K +9,225 +16%
Legal & General Group
47
Legal & General Group
United Kingdom
$3.84M +$42.4K +709 +1%
UBS AM
48
UBS AM
Illinois
$3.82M +$371K +6,196 +11%
PCM
49
Peregrine Capital Management
Minnesota
$3.47M +$1.35M +22,487 +63%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.41M +$512K +8,553 +18%
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