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Helen of Troy
HELE

Overview Fund Activity

254 hedge funds and large institutions have $2.28B invested in Helen of Troy in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 40 closing their positions.

Holders
254
Holders Change
-17
Holders Change %
-6.27%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
88
Reduced
89
Closed
40
Calls
$31.3M
Puts
$49.3M
Net Calls
-$18.1M
Net Calls Change
+$31.1M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$29.7M
2
Invesco
2
Invesco
Georgia
$18M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M
4
Capital International Investors
4
Capital International Investors
California
$39.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.66M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.23M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Marshall Wace
51
Marshall Wace
United Kingdom
$4.76M 51,302 +47,290 +1,179%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$4.75M 51,269 -5,840 -10%
Nordea Investment Management
53
Nordea Investment Management
Sweden
$4.57M 48,682 +48,682 New
AllianceBernstein
54
AllianceBernstein
Tennessee
$4.51M 48,604 -400 -0.8%
PCM
55
Peregrine Capital Management
Minnesota
$4.37M 47,084 -159 -0.3%
Swiss National Bank
56
Swiss National Bank
Switzerland
$4.34M 46,800 – –
Wells Fargo
57
Wells Fargo
California
$4.01M 43,203 +2,213 +5%
CF
58
Corebridge Financial
Texas
$3.96M 42,728 +42,728 New
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$3.79M 40,902 -3,492 -8%
American Century Companies
60
American Century Companies
Missouri
$3.56M 38,401 +7,205 +23%
Legal & General Group
61
Legal & General Group
United Kingdom
$3.5M 37,723 +515 +1%
DFCM
62
Dark Forest Capital Management
Puerto Rico
$3.33M 35,955 +12,657 +54%
Lazard Asset Management
63
Lazard Asset Management
New York
$3.32M 35,833 -19,122 -35%
Capital Fund Management (CFM)
64
Capital Fund Management (CFM)
France
$3.07M 33,062 -13,971 -30%
Millennium Management
65
Millennium Management
New York
$3.03M 32,709 +19,904 +155%
BA
66
Bridgewater Associates
Connecticut
$3.03M 32,652 -5,621 -15%
AAM
67
Azzad Asset Management
Virginia
$2.92M 31,487 +11,038 +54%
FA
68
Faithward Advisors
Pennsylvania
$2.86M 30,837 +833 +3%
First Trust Advisors
69
First Trust Advisors
Illinois
$2.8M 30,161 +11,531 +62%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$2.79M 30,037 -600 -2%
Walleye Capital
71
Walleye Capital
New York
$2.74M 29,518 +7,402 +33%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$2.73M 29,387 -432 -1%
Barclays
73
Barclays
United Kingdom
$2.69M 29,015 -50,633 -64%
Deutsche Bank
74
Deutsche Bank
Germany
$2.65M 28,549 -1,788 -6%
UBS AM
75
UBS AM
Illinois
$2.48M 26,723 -8,377 -24%
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