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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Helen of Troy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
78
Reduced
94
Closed
30
Calls
$106M
Puts
$164M
Net Calls
-$58.3M
Net Calls Change
-$18.3M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$26.1M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$10.8M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$26.8M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$5.92M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.88M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$358M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.88M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.9M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.38M
5
NIG
5
NFJ Investment Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$1.57M -$142K -1,219 -8%
WSCM
102
Wellington Shields Capital Management
New York
$1.38M – – –
OAM
103
Oppenheimer Asset Management
New York
$1.36M -$1.4K -12 -0.1%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$1.36M +$154K +1,322 +13%
YCM
105
Yousif Capital Management
Michigan
$1.31M -$70.5K -605 -5%
TI
106
Trexquant Investment
Connecticut
$1.31M +$1.08M +9,282 +483%
NIMC
107
Nierenberg Investment Management Company
Washington
$1.29M -$233K -2,000 -15%
GIA
108
GHP Investment Advisors
Colorado
$1.28M -$110K -985 -8%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$1.26M -$883K -7,574 -41%
GCM
110
Graham Capital Management
Connecticut
$1.25M +$528K +4,532 +74%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$1.23M +$1.23M +10,572 New
American Century Companies
112
American Century Companies
Missouri
$1.17M -$52.5K -450 -4%
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$1.12M -$5.36K -46 -0.5%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$1.12M +$12.1K +104 +1%
OC
115
Oarsman Capital
Wisconsin
$1.08M +$11.9K +102 +1%
ACA
116
Anchor Capital Advisors
Massachusetts
$1.02M -$134K -1,153 -12%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$1M – – –
Franklin Resources
118
Franklin Resources
California
$968K +$86.1K +739 +10%
CAM
119
ClariVest Asset Management
California
$936K +$936K +8,028 New
MUAMU
120
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$932K -$233K -2,000 -20%
AIP
121
Ameritas Investment Partners
Nebraska
$909K -$22.6K -194 -2%
KCM
122
Kennedy Capital Management
Missouri
$881K -$8.83M -75,797 -91%
P8IP
123
Pier 88 Investment Partners
California
$849K +$117K +1,000 +16%
JFG
124
Jefferies Financial Group
New York
$827K +$136K +1,167 +20%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$801K +$3.5K +30 +0.4%
3 4
5
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