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Helen of Troy
HELE

Overview Fund Activity

271 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
97
Reduced
92
Closed
24
Calls
$40.8M
Puts
$89.9M
Net Calls
-$49.1M
Net Calls Change
+$5.49M

Top Buyers

1
SCM
1
Snyder Capital Management
California
$78.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$397M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$74.7M
4
LCM
4
Landscape Capital Management
New Jersey
$6.69M
5
TC
5
TwinBeech Capital
New York
$5.39M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$125M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.6M
3
CB
3
Cooke & Bieler
Pennsylvania
$216M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$6.33M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CII
76
Capital International Inc
California
$2.92M – – –
M&T Bank
77
M&T Bank
New York
$2.85M +$730K +6,334 +34%
MIM
78
MetLife Investment Management
New Jersey
$2.84M -$103K -894 -3%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$2.74M -$151K -1,308 -5%
GAM
80
Gotham Asset Management
New York
$2.69M -$220K -1,910 -8%
DFCM
81
Dark Forest Capital Management
Puerto Rico
$2.68M -$835K -7,245 -24%
EAM
82
EULAV Asset Management
Florida
$2.65M – – –
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$2.59M -$184K -1,599 -7%
Walleye Capital
84
Walleye Capital
New York
$2.55M +$647K +5,614 +34%
LPL Financial
85
LPL Financial
California
$2.48M -$201K -1,740 -7%
TRSOTSOK
86
Teachers Retirement System of the State of Kentucky
Kentucky
$2.45M -$977K -8,483 -29%
TPSF
87
Texas Permanent School Fund
Texas
$2.39M +$32.3K +280 +1%
AAM
88
Azzad Asset Management
Virginia
$2.36M +$43.6K +378 +2%
QT
89
Quantbot Technologies
New York
$2.32M +$879K +7,624 +61%
Polen Capital Management
90
Polen Capital Management
Florida
$2.26M -$54.2K -470 -2%
OTPPB
91
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.2M +$427K +3,703 +24%
First Trust Advisors
92
First Trust Advisors
Illinois
$2.15M +$943K +8,184 +78%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$2.11M +$97.8K +848 +5%
CCIA
94
Campbell & Co Investment Adviser
Maryland
$2.05M +$1.45M +12,555 +239%
SSA
95
Schonfeld Strategic Advisors
New York
$1.82M +$1.82M +15,790 New
JFG
96
Jefferies Financial Group
New York
$1.8M -$1.93M -16,717 -52%
EGM
97
Engineers Gate Manager
New York
$1.76M +$1.76M +15,250 New
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$1.73M +$511K +4,431 +42%
MOACM
99
Mutual of America Capital Management
New York
$1.63M -$61K -529 -4%
TI
100
Trexquant Investment
Connecticut
$1.61M +$1.61M +13,977 New
2 3
4
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