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Helen of Troy
HELE

Overview Fund Activity

260 hedge funds and large institutions have $3.3B invested in Helen of Troy in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 21 closing their positions.

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
76
Reduced
102
Closed
21
Calls
$83.9M
Puts
$138M
Net Calls
-$54.6M
Net Calls Change
+$3.68M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M
2
Man Group
2
Man Group
United Kingdom
$30M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.7M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$11.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$838K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$93.9M
3
Millennium Management
3
Millennium Management
New York
$6.79M
4
Capital World Investors
4
Capital World Investors
California
$82.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
76
Faithward Advisors
Pennsylvania
$3.33M -$92.3K -824 -3%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$3.25M -$20.9K -173 -0.6%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.23M -$151K -1,246 -4%
Voloridge Investment Management
79
Voloridge Investment Management
Florida
$3.23M -$276K -2,285 -8%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$3.17M +$2.36M +19,220 +290%
MIM
81
MetLife Investment Management
New Jersey
$3.09M +$3.09M +25,572 New
CII
82
Capital International Inc
California
$3.06M – – –
GAM
83
Gotham Asset Management
New York
$3.05M -$1.01M -8,370 -25%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$3.03M -$189K -1,565 -6%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$2.91M +$507K +4,197 +21%
LPL Financial
86
LPL Financial
California
$2.81M +$28.5K +236 +1%
AACP
87
Advantage Alpha Capital Partners
California
$2.81M +$445K +3,684 +19%
American Century Companies
88
American Century Companies
Missouri
$2.8M +$1.59M +13,156 +131%
EAM
89
EULAV Asset Management
Florida
$2.78M – – –
TPSF
90
Texas Permanent School Fund
Texas
$2.48M +$5.32K +44 +0.2%
AAM
91
Azzad Asset Management
Virginia
$2.42M +$28.1K +233 +1%
Marshall Wace
92
Marshall Wace
United Kingdom
$2.26M -$11.2M -92,964 -83%
M&T Bank
93
M&T Bank
New York
$2.22M +$286K +2,370 +15%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$2.11M +$105K +866 +5%
Walleye Capital
95
Walleye Capital
New York
$1.99M +$1.99M +16,502 New
OTPPB
96
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.86M +$1.49M +12,293 +395%
MOACM
97
Mutual of America Capital Management
New York
$1.77M -$120K -990 -6%
PI
98
PEAK6 Investments
Illinois
$1.77M -$463K -3,832 -21%
AB
99
Amalgamated Bank
New York
$1.67M -$4.95K -41 -0.3%
UBS Group
100
UBS Group
Switzerland
$1.66M +$1.43M +11,859 +635%
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4
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