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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Helen of Troy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
78
Reduced
94
Closed
30
Calls
$106M
Puts
$164M
Net Calls
-$58.3M
Net Calls Change
-$18.3M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$26.1M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$10.8M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$26.8M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$5.92M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.88M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$358M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.88M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.9M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.38M
5
NIG
5
NFJ Investment Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.26M +$158K +1,353 +5%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$3.15M +$3.15M +27,039 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.1M -$291K -2,500 -9%
FA
79
Faithward Advisors
Pennsylvania
$2.97M -$89K -915 -3%
CII
80
Capital International Inc
California
$2.95M – – –
Tudor Investment Corp
81
Tudor Investment Corp
Connecticut
$2.8M -$1.28M -10,985 -31%
LPL Financial
82
LPL Financial
California
$2.69M +$466 +4 +0%
EAM
83
EULAV Asset Management
Florida
$2.68M – – –
MAM
84
Meeder Asset Management
Ohio
$2.66M +$2.66M +22,839 New
Polen Capital Management
85
Polen Capital Management
Florida
$2.57M -$45.3K -389 -2%
TPSF
86
Texas Permanent School Fund
Texas
$2.38M -$76.2K -654 -3%
BHCM
87
Boulder Hill Capital Management
New York
$2.35M +$2.35M +20,200 New
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$2.32M -$581K -4,981 -20%
AAM
89
Azzad Asset Management
Virginia
$2.31M -$275K -2,358 -11%
AACP
90
Advantage Alpha Capital Partners
California
$2.28M -$1.77M -15,165 -44%
First Trust Advisors
91
First Trust Advisors
Illinois
$2.16M -$499K -4,281 -19%
PI
92
PEAK6 Investments
Illinois
$2.15M +$2.15M +18,468 New
Jane Street
93
Jane Street
New York
$2.1M +$1.66M +14,272 +384%
QC
94
Quadrature Capital
United Kingdom
$1.94M +$1.94M +16,633 New
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.93M +$13.1K +112 +0.7%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$1.88M -$31.8M -273,075 -94%
M&T Bank
97
M&T Bank
New York
$1.87M – – –
MOACM
98
Mutual of America Capital Management
New York
$1.83M -$198K -1,702 -10%
CCIA
99
Campbell & Co Investment Adviser
Maryland
$1.74M +$1.74M +14,888 New
AB
100
Amalgamated Bank
New York
$1.62M -$61K -523 -4%
2 3
4
5 6