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Helen of Troy
HELE

Overview Fund Activity

239 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-5
Holders Change %
-2.05%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
67
Closed
43
Calls
$34.2M
Puts
$34.6M
Net Calls
-$468K
Net Calls Change
+$19.3M

Top Buyers

1
CCPM
1
Cooper Creek Partners Management
New York
$41.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$38.7M
3
MVP
3
Medina Value Partners
California
$19.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$20.9M
5
Bank of America
5
Bank of America
North Carolina
$21.8M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$0
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$650K
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$0
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$6.61M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
76
Verition Fund Management
Connecticut
$1.38M -$2.11M -35,193 -60%
VIM
77
Villanova Investment Management
Pennsylvania
$1.32M +$129K +2,155 +11%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$1.3M +$97K +1,621 +8%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$1.28M -$13.1K -219 -1%
AI
80
Atom Investors
Texas
$1.27M +$1.27M +21,287 New
BCM
81
Bayesian Capital Management
New York
$1.2M +$299K +5,000 +33%
QEI
82
QSV Equity Investors
Illinois
$1.17M – – –
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.06M -$15.1K -252 -1%
GAM
84
Gotham Asset Management
New York
$1.01M +$724K +12,100 +254%
Jacobs Levy Equity Management
85
Jacobs Levy Equity Management
New Jersey
$954K -$73.1K -1,221 -7%
FRM
86
Fox Run Management
Connecticut
$863K +$863K +14,423 New
HF
87
HRT Financial
New York
$846K +$846K +14,149 New
MIM
88
MetLife Investment Management
New Jersey
$826K +$47.1K +787 +6%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$819K -$1.09M -18,277 -57%
DTL
90
Dynamic Technology Lab
Singapore
$806K +$806K +13,460 New
AAS
91
Avantax Advisory Services
Texas
$803K +$803K +13,428 New
Mirae Asset Global ETFs Holdings
92
Mirae Asset Global ETFs Holdings
Hong Kong
$776K +$28.5K +477 +4%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$774K -$4.61K -77 -0.6%
IMRF
94
Illinois Municipal Retirement Fund
Illinois
$754K +$754K +12,595 New
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$741K +$392K +6,557 +113%
TRCT
96
Tower Research Capital (TRC)
New York
$731K +$283K +4,733 +63%
CF
97
Corebridge Financial
Texas
$726K -$56.6K -946 -7%
CSS
98
Cubist Systematic Strategies
Connecticut
$712K +$712K +11,908 New
WSCM
99
Wellington Shields Capital Management
New York
$706K – – –
ACA
100
Anchor Capital Advisors
Massachusetts
$671K +$30.6K +511 +5%
2 3
4
5 6