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Helen of Troy
HELE

Overview Fund Activity

244 hedge funds and large institutions have $1.49B invested in Helen of Troy in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 68 closing their positions.

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
75
Reduced
86
Closed
68
Calls
$33.9M
Puts
$53.6M
Net Calls
-$19.7M
Net Calls Change
-$1.67M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.2M
2
BlackRock
2
BlackRock
New York
$217M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$36M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$163M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$0
2
SCM
2
Snyder Capital Management
California
$0
3
Capital World Investors
3
Capital World Investors
California
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.64M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$178M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$3.61M 58,318 +3,609 +7%
Verition Fund Management
52
Verition Fund Management
Connecticut
$3.6M 58,221 -8,768 -13%
UBS AM
53
UBS AM
Illinois
$3.57M 57,716 +30,993 +116%
WG
54
Winton Group
United Kingdom
$3.53M 57,033 +57,033 New
CIP
55
Chartwell Investment Partners
Pennsylvania
$3.48M 56,206 -6,301 -10%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$3.16M 51,042 -227 -0.4%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.99M 48,400 +48,400 New
LPL Financial
58
LPL Financial
California
$2.96M 47,830 +26,663 +126%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$2.87M 46,286 -2,396 -5%
JF
60
Jump Financial
Illinois
$2.81M 45,400 +45,400 New
American Century Companies
61
American Century Companies
Missouri
$2.77M 44,765 +6,364 +17%
Swiss National Bank
62
Swiss National Bank
Switzerland
$2.76M 44,600 -2,200 -5%
Barclays
63
Barclays
United Kingdom
$2.72M 43,913 +14,898 +51%
PP
64
PDT Partners
New York
$2.63M 42,517 +42,517 New
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$2.4M 38,807 +26,213 +208%
AA
66
Ancora Advisors
Ohio
$2.31M 37,400 +37,400 New
Millennium Management
67
Millennium Management
New York
$2.24M 36,149 +3,440 +11%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$2.21M 35,790 -32,470 -48%
PCM
69
Peregrine Capital Management
Minnesota
$2.2M 35,561 -11,523 -24%
APSPRSPT
70
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$2.07M 33,500 +33,500 New
First Trust Advisors
71
First Trust Advisors
Illinois
$2.04M 33,061 +2,900 +10%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.98M 31,968 -29,114 -48%
Deutsche Bank
73
Deutsche Bank
Germany
$1.97M 31,793 +3,244 +11%
AAM
74
Azzad Asset Management
Virginia
$1.83M 29,663 -1,824 -6%
SEI Investments
75
SEI Investments
Pennsylvania
$1.79M 28,947 -56,282 -66%
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