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Helen of Troy
HELE

Overview Fund Activity

254 hedge funds and large institutions have $2.28B invested in Helen of Troy in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 40 closing their positions.

Holders
254
Holders Change
-17
Holders Change %
-6.27%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
88
Reduced
89
Closed
40
Calls
$31.3M
Puts
$49.3M
Net Calls
-$18.1M
Net Calls Change
+$31.1M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$29.7M
2
Invesco
2
Invesco
Georgia
$18M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M
4
Capital International Investors
4
Capital International Investors
California
$39.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.66M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.23M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.46M 26,566 +260 +1%
TRCT
77
Tower Research Capital (TRC)
New York
$2.44M 26,296 +25,304 +2,551%
MIM
78
MetLife Investment Management
New Jersey
$2.4M 25,853 +1,175 +5%
CII
79
Capital International Inc
California
$2.35M 25,344 – –
Holocene Advisors
80
Holocene Advisors
New York
$2.32M 25,053 +19,436 +346%
M&T Bank
81
M&T Bank
New York
$2.29M 24,712 – –
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$2.15M 23,170 -584 -2%
TPSF
83
Texas Permanent School Fund
Texas
$2.14M 23,128 +2,346 +11%
LPL Financial
84
LPL Financial
California
$1.96M 21,167 -375 -2%
First Eagle Investment Management
85
First Eagle Investment Management
New York
$1.88M 20,219 -63,000 -76%
GCM
86
Graham Capital Management
Connecticut
$1.84M 19,809 +8,006 +68%
CCMLC
87
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.79M 19,333 -106,887 -85%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$1.77M 19,058 +766 +4%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$1.68M 18,143 -4,358 -19%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$1.6M 17,218 -4,030 -19%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$1.55M 16,712 +14,828 +787%
SEC
92
Seven Eight Capital
New York
$1.34M 14,416 +14,416 New
MOACM
93
Mutual of America Capital Management
New York
$1.26M 13,634 -515 -4%
NIMC
94
Nierenberg Investment Management Company
Washington
$1.21M 13,080 – –
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
$1.17M 12,594 -34,016 -73%
QEI
96
QSV Equity Investors
Illinois
$1.14M 12,240 -76 -0.6%
Mirae Asset Global ETFs Holdings
97
Mirae Asset Global ETFs Holdings
Hong Kong
$1.12M 12,046 +12,046 New
WSCM
98
Wellington Shields Capital Management
New York
$1.09M 11,800 – –
Arrowstreet Capital
99
Arrowstreet Capital
Massachusetts
$1.09M 11,800 +1,878 +19%
AB
100
Amalgamated Bank
New York
$1.07M 11,566 -890 -7%
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4
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