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Helen of Troy
HELE

Overview Fund Activity

260 hedge funds and large institutions have $3.3B invested in Helen of Troy in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
76
Reduced
102
Closed
21
Calls
$83.9M
Puts
$138M
Net Calls
-$54.6M
Net Calls Change
+$3.68M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M
2
Man Group
2
Man Group
United Kingdom
$30M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.7M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$11.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$838K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$93.9M
3
Millennium Management
3
Millennium Management
New York
$6.79M
4
Capital World Investors
4
Capital World Investors
California
$82.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
51
Kennedy Capital Management
Missouri
$6.69M +$5.78M +47,824 +633%
MAP
52
Moody Aldrich Partners
Massachusetts
$6.37M +$311K +2,576 +5%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$6.15M +$130K +1,074 +2%
PCM
54
Peregrine Capital Management
Minnesota
$6.05M -$2M -16,561 -25%
AllianceBernstein
55
AllianceBernstein
Tennessee
$5.96M -$69.6K -576 -1%
Swiss National Bank
56
Swiss National Bank
Switzerland
$5.65M -$749K -6,200 -12%
BA
57
Bridgewater Associates
Connecticut
$5.29M -$659K -5,451 -11%
AIG
58
American International Group
New York
$5.28M -$250K -2,070 -5%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$5.03M +$639K +5,291 +15%
Ameriprise
60
Ameriprise
Minnesota
$4.82M +$36.6K +303 +0.8%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$4.78M +$592K +4,903 +14%
GIA
62
Gladstone Institutional Advisory
Florida
$4.54M -$312K -2,581 -6%
Wells Fargo
63
Wells Fargo
California
$4.5M -$180K -1,491 -4%
Legal & General Group
64
Legal & General Group
United Kingdom
$4.5M +$96.6K +800 +2%
Citadel Advisors
65
Citadel Advisors
Florida
$4.18M -$3.38M -28,017 -45%
JFG
66
Jefferies Financial Group
New York
$3.9M +$3.05M +25,224 +356%
UBS AM
67
UBS AM
Illinois
$3.8M +$26.8K +222 +0.7%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$3.71M -$350K -2,900 -9%
DFCM
69
Dark Forest Capital Management
Puerto Rico
$3.69M -$556K -4,601 -13%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$3.69M +$269K +2,223 +8%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$3.59M -$42.8K -354 -1%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$3.59M +$124K +1,026 +4%
Deutsche Bank
73
Deutsche Bank
Germany
$3.59M -$30.6K -253 -0.8%
CS
74
Credit Suisse
Switzerland
$3.52M -$131K -1,082 -4%
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$3.43M +$523K +4,331 +18%
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