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Helen of Troy
HELE

Overview Fund Activity

271 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.

Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
97
Reduced
92
Closed
24
Calls
$40.8M
Puts
$89.9M
Net Calls
-$49.1M
Net Calls Change
+$5.49M

Top Buyers

1
SCM
1
Snyder Capital Management
California
$78.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$397M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$74.7M
4
LCM
4
Landscape Capital Management
New Jersey
$6.69M
5
TC
5
TwinBeech Capital
New York
$5.39M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$125M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.6M
3
CB
3
Cooke & Bieler
Pennsylvania
$216M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$6.33M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAP
51
Moody Aldrich Partners
Massachusetts
$5.94M -$140K -1,211 -2%
AllianceBernstein
52
AllianceBernstein
Tennessee
$5.65M -$41.5K -360 -0.7%
PCM
53
Peregrine Capital Management
Minnesota
$5.44M -$328K -2,845 -6%
Capital Fund Management (CFM)
54
Capital Fund Management (CFM)
France
$5.42M -$2.77M -24,015 -34%
TC
55
TwinBeech Capital
New York
$5.39M +$5.39M +46,808 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$5.39M – – –
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$5.37M +$2.1M +18,258 +64%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$5.12M +$322K +2,790 +7%
AIG
59
American International Group
New York
$4.95M -$85.3K -740 -2%
GIA
60
Gladstone Institutional Advisory
Florida
$4.81M +$478K +4,149 +11%
Wells Fargo
61
Wells Fargo
California
$4.72M +$429K +3,726 +10%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$4.64M +$78.8K +684 +2%
BA
63
Bridgewater Associates
Connecticut
$4.41M -$638K -5,539 -13%
Ameriprise
64
Ameriprise
Minnesota
$4.4M -$202K -1,756 -4%
Legal & General Group
65
Legal & General Group
United Kingdom
$4.29M -$3.11K -27 -0.1%
UBS Group
66
UBS Group
Switzerland
$4.2M +$2.61M +22,684 +165%
UBS AM
67
UBS AM
Illinois
$4.04M +$421K +3,655 +12%
CS
68
Credit Suisse
Switzerland
$3.73M +$372K +3,231 +11%
American Century Companies
69
American Century Companies
Missouri
$3.6M +$920K +7,986 +34%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$3.53M +$11.5K +100 +0.3%
Deutsche Bank
71
Deutsche Bank
Germany
$3.5M +$72.4K +628 +2%
FA
72
Faithward Advisors
Pennsylvania
$3.46M +$30.7K +266 +0.9%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$3.44M +$9.45K +82 +0.3%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$3.11M +$9.22K +80 +0.3%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.03M -$49.6K -430 -2%
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