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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Helen of Troy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
78
Reduced
94
Closed
30
Calls
$106M
Puts
$164M
Net Calls
-$58.3M
Net Calls Change
-$18.3M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$26.1M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$10.8M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$26.8M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$5.92M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.88M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$358M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.88M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.9M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.38M
5
NIG
5
NFJ Investment Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
51
Chartwell Investment Partners
Pennsylvania
$6.72M +$2.43M +20,826 +57%
Swiss National Bank
52
Swiss National Bank
Switzerland
$6.18M +$81.6K +700 +1%
First Eagle Investment Management
53
First Eagle Investment Management
New York
$5.92M +$5.92M +50,800 New
MAP
54
Moody Aldrich Partners
Massachusetts
$5.85M +$234K +2,006 +4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$5.82M -$122K -1,043 -2%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$5.81M +$3.61M +31,005 +165%
BA
57
Bridgewater Associates
Connecticut
$5.74M +$313K +2,686 +6%
AIG
58
American International Group
New York
$5.34M -$218K -1,866 -4%
GIA
59
Gladstone Institutional Advisory
Florida
$4.68M +$1.48M +12,655 +46%
Ameriprise
60
Ameriprise
Minnesota
$4.62M -$433K -3,718 -9%
Wells Fargo
61
Wells Fargo
California
$4.52M -$566K -4,859 -11%
Legal & General Group
62
Legal & General Group
United Kingdom
$4.25M -$84.2K -722 -2%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$4.23M – – –
DFCM
64
Dark Forest Capital Management
Puerto Rico
$4.1M +$1.23M +10,587 +43%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$4.04M +$746K +6,401 +23%
GAM
66
Gotham Asset Management
New York
$3.92M +$2.2M +18,868 +128%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$3.92M +$1.88M +16,100 +92%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$3.88M +$3.88M +33,276 New
UBS AM
69
UBS AM
Illinois
$3.64M +$231K +1,983 +7%
CS
70
Credit Suisse
Switzerland
$3.52M +$17K +146 +0.5%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$3.51M -$104K -888 -3%
Deutsche Bank
72
Deutsche Bank
Germany
$3.49M -$2.98M -25,545 -46%
Voloridge Investment Management
73
Voloridge Investment Management
Florida
$3.38M -$16.4M -141,031 -83%
TRSOTSOK
74
Teachers Retirement System of the State of Kentucky
Kentucky
$3.35M +$461K +3,959 +16%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$3.3M +$257K +2,203 +8%
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3
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