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Helen of Troy
HELE

Overview Fund Activity

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.

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.53%
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

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.2M
2
BlackRock
2
BlackRock
New York
$217M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$36M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$163M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$0
2
SCM
2
Snyder Capital Management
California
$0
3
Capital World Investors
3
Capital World Investors
California
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.64M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$178M
Name Market Value Shares Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
76
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.78M 28,700 +28,700 New
Citigroup
77
Citigroup
New York
$1.77M 28,544 +20,042 +236%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$1.74M 28,045 -1,992 -7%
Ninety One (UK)
79
Ninety One (UK)
United Kingdom
$1.73M 27,956 +27,956 New
AllianceBernstein
80
AllianceBernstein
Tennessee
$1.62M 26,167 -22,437 -46%
Walleye Capital
81
Walleye Capital
New York
$1.47M 23,759 -5,759 -20%
Marshall Wace
82
Marshall Wace
United Kingdom
$1.45M 23,400 -27,902 -54%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$1.33M 21,579 -1,591 -7%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$1.25M 20,130 +1,072 +6%
VIM
85
Villanova Investment Management
Pennsylvania
$1.24M 19,968 +19,968 New
QEI
86
QSV Equity Investors
Illinois
$1.21M 19,553 +7,313 +60%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$1.11M 17,915 +12,162 +211%
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
$1.06M 17,174 +17,174 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$1.05M 17,062 +9,223 +118%
BHCM
90
Brevan Howard Capital Management
Jersey
$1.04M 16,787 +16,787 New
FA
91
Faithward Advisors
Pennsylvania
$1.04M 16,748 -14,089 -46%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$976K 15,786 -926 -6%
BCM
93
Bayesian Capital Management
New York
$936K 15,131 +15,131 New
NIMC
94
Nierenberg Investment Management Company
Washington
$933K 15,080 +2,000 +15%
BA
95
Bridgewater Associates
Connecticut
$931K 15,057 -17,595 -54%
CF
96
Corebridge Financial
Texas
$809K 13,080 -29,648 -69%
MIM
97
MetLife Investment Management
New Jersey
$805K 13,020 -12,833 -50%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$805K 13,018 +10,391 +396%
EFA
99
Evernest Financial Advisors
Indiana
$775K 12,531 +12,531 New
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$773K 12,493 +447 +4%
2 3
4
5 6