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Helen of Troy
HELE

Overview Fund Activity

239 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 43 closing their positions.

Holders
239
Holders Change
-5
Holders Change %
-2.05%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
67
Closed
43
Calls
$34.2M
Puts
$34.6M
Net Calls
-$468K
Net Calls Change
+$19.3M

Top Buyers

1
CCPM
1
Cooper Creek Partners Management
New York
$41.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$38.7M
3
MVP
3
Medina Value Partners
California
$19.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$20.9M
5
Bank of America
5
Bank of America
North Carolina
$21.8M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$0
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$650K
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$0
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$6.61M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
51
Raymond James Financial
Florida
$3.37M +$3.37M +56,270 New
Deutsche Bank
52
Deutsche Bank
Germany
$3.36M +$1.46M +24,339 +77%
Jane Street
53
Jane Street
New York
$3.18M +$2.9M +48,492 +1,039%
AA
54
Ancora Advisors
Ohio
$3.14M +$897K +14,999 +40%
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
$3.09M +$3.09M +51,624 New
PHK
56
Point72 Hong Kong
Hong Kong
$3M +$3M +50,105 New
American Century Companies
57
American Century Companies
Missouri
$2.95M +$271K +4,528 +10%
Nordea Investment Management
58
Nordea Investment Management
Sweden
$2.92M +$160K +2,675 +6%
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$2.84M -$2.58M -43,422 -48%
LPL Financial
60
LPL Financial
California
$2.77M -$96K -1,605 -3%
Swiss National Bank
61
Swiss National Bank
Switzerland
$2.69M +$23.9K +400 +0.9%
Barclays
62
Barclays
United Kingdom
$2.68M +$51.8K +866 +2%
N
63
Natixis
France
$2.38M +$2.38M +39,700 New
CEI
64
Clark Estates Inc
New York
$2.26M +$2.26M +37,700 New
PP
65
PDT Partners
New York
$2.15M -$395K -6,606 -16%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$2.14M +$3.35K +56 +0.2%
SEI Investments
67
SEI Investments
Pennsylvania
$2.09M +$354K +5,920 +20%
Citigroup
68
Citigroup
New York
$1.98M +$273K +4,556 +16%
CCIA
69
Campbell & Co Investment Adviser
Maryland
$1.97M +$1.97M +32,991 New
WG
70
Winton Group
United Kingdom
$1.74M -$1.67M -27,884 -49%
Ninety One (UK)
71
Ninety One (UK)
United Kingdom
$1.67M – – –
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$1.62M -$53.8K -900 -3%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$1.6M -$720K -12,039 -31%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.57M – – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$1.54M +$515K +8,610 +50%
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