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Helen of Troy

244 hedge funds and large institutions have $1.49B invested in Helen of Troy in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.3% less ownership

Funds ownership: 107.58%105.29% (-2.3%)

4% less funds holding

Funds holding: 254244 (-10)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

15% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 68

35% less capital invested

Capital invested by funds: $2.28B → $1.49B (-$791M)

37% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $53.6M

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
58
Increased
75
Reduced
86
Closed
68
Calls
$33.9M
Puts
$53.6M
Net Calls
-$19.7M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
76
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.78M +$1.7M +28,700 New
Citigroup
77
Citigroup
New York
$1.77M +$1.19M +20,042 +236%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$1.74M -$118K -1,992 -7%
Ninety One (UK)
79
Ninety One (UK)
United Kingdom
$1.73M +$1.65M +27,956 New
AllianceBernstein
80
AllianceBernstein
Tennessee
$1.62M -$1.33M -22,437 -46%
Walleye Capital
81
Walleye Capital
New York
$1.47M -$341K -5,759 -20%
Marshall Wace
82
Marshall Wace
United Kingdom
$1.45M -$1.65M -27,902 -54%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$1.33M -$94.1K -1,591 -7%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$1.25M +$63.4K +1,072 +6%
VIM
85
Villanova Investment Management
Pennsylvania
$1.24M +$1.18M +19,968 New
QEI
86
QSV Equity Investors
Illinois
$1.21M +$433K +7,313 +60%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$1.11M +$719K +12,162 +211%
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
$1.06M +$1.02M +17,174 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$1.05M +$545K +9,223 +118%
BHCM
90
Brevan Howard Capital Management
Jersey
$1.04M +$993K +16,787 New
FA
91
Faithward Advisors
Pennsylvania
$1.04M -$833K -14,089 -46%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$976K -$54.8K -926 -6%
BCM
93
Bayesian Capital Management
New York
$936K +$895K +15,131 New
NIMC
94
Nierenberg Investment Management Company
Washington
$933K +$118K +2,000 +15%
BA
95
Bridgewater Associates
Connecticut
$931K -$1.04M -17,595 -54%
CF
96
Corebridge Financial
Texas
$809K -$1.75M -29,648 -69%
MIM
97
MetLife Investment Management
New Jersey
$805K -$759K -12,833 -50%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$805K +$615K +10,391 +396%
EFA
99
Evernest Financial Advisors
Indiana
$775K +$741K +12,531 New
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$773K +$26.4K +447 +4%

HELE Hedge Fund Activity: Q3 2024 in Review

244 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2024, worth a combined $1.49B — down 35% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of HELE and 58 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 75 added.

The largest buyer was Pacer Advisors, adding an estimated $63.1M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $177M sold.

  • 244 institutional investors held Helen of Troy (HELE) as of Q3 2024, down from 254 in Q2 2024.
  • Funds reported $1.49B of Helen of Troy stock for Q3 2024, down 35% quarter-over-quarter.
  • 58 funds opened new Helen of Troy positions in Q3 2024 and 68 closed out, a net change of -10 holders.
  • The largest Helen of Troy buyer in Q3 2024 was Pacer Advisors, an estimated $63.1M added.
  • The largest Helen of Troy seller in Q3 2024 was Cooke & Bieler, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2024.