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Helen of Troy

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.

New
Increased
Maintained
Reduced
Closed

2.3% less ownership

Funds ownership: 107.58%105.29% (-2.3%)

4% less funds holding

Funds holding: 254244 (-10)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

15% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 68

35% less capital invested

Capital invested by funds: $2.28B → $1.49B (-$791M)

37% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $53.6M

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.5%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$3.61M +$213K +3,609 +7%
Verition Fund Management
52
Verition Fund Management
Connecticut
$3.6M -$519K -8,768 -13%
UBS AM
53
UBS AM
Illinois
$3.57M +$1.83M +30,993 +116%
WG
54
Winton Group
United Kingdom
$3.53M +$3.37M +57,033 New
CIP
55
Chartwell Investment Partners
Pennsylvania
$3.48M -$373K -6,301 -10%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$3.16M -$13.4K -227 -0.4%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.99M +$2.86M +48,400 New
LPL Financial
58
LPL Financial
California
$2.96M +$1.58M +26,663 +126%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$2.87M -$142K -2,396 -5%
JF
60
Jump Financial
Illinois
$2.81M +$2.69M +45,400 New
American Century Companies
61
American Century Companies
Missouri
$2.77M +$376K +6,364 +17%
Swiss National Bank
62
Swiss National Bank
Switzerland
$2.76M -$130K -2,200 -5%
Barclays
63
Barclays
United Kingdom
$2.72M +$881K +14,898 +51%
PP
64
PDT Partners
New York
$2.63M +$2.51M +42,517 New
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$2.4M +$1.55M +26,213 +208%
AA
66
Ancora Advisors
Ohio
$2.31M +$2.21M +37,400 New
Millennium Management
67
Millennium Management
New York
$2.24M +$203K +3,440 +11%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$2.21M -$1.92M -32,470 -48%
PCM
69
Peregrine Capital Management
Minnesota
$2.2M -$681K -11,523 -24%
APSPRSPT
70
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$2.07M +$1.98M +33,500 New
First Trust Advisors
71
First Trust Advisors
Illinois
$2.04M +$172K +2,900 +10%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.98M -$1.72M -29,114 -48%
Deutsche Bank
73
Deutsche Bank
Germany
$1.97M +$192K +3,244 +11%
AAM
74
Azzad Asset Management
Virginia
$1.83M -$108K -1,824 -6%
SEI Investments
75
SEI Investments
Pennsylvania
$1.79M -$3.33M -56,282 -66%

HELE Hedge Fund Activity: Q3 2024 in Review

244 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2024, worth a combined $1.49B — down 35% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of HELE and 58 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 75 added.

The largest buyer was Pacer Advisors, adding an estimated $63.1M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $177M sold.

  • 244 institutional investors held Helen of Troy (HELE) as of Q3 2024, down from 254 in Q2 2024.
  • Funds reported $1.49B of Helen of Troy stock for Q3 2024, down 35% quarter-over-quarter.
  • 58 funds opened new Helen of Troy positions in Q3 2024 and 68 closed out, a net change of -10 holders.
  • The largest Helen of Troy buyer in Q3 2024 was Pacer Advisors, an estimated $63.1M added.
  • The largest Helen of Troy seller in Q3 2024 was Cooke & Bieler, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2024.