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Helen of Troy
HELE

Overview Fund Activity

260 hedge funds and large institutions have $3.3B invested in Helen of Troy in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
76
Reduced
102
Closed
21
Calls
$83.9M
Puts
$138M
Net Calls
-$54.6M
Net Calls Change
+$3.68M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M
2
Man Group
2
Man Group
United Kingdom
$30M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.7M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$11.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$838K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$93.9M
3
Millennium Management
3
Millennium Management
New York
$6.79M
4
Capital World Investors
4
Capital World Investors
California
$82.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMC
101
Nierenberg Investment Management Company
Washington
$1.58M +$242K +2,000 +18%
US Bancorp
102
US Bancorp
Minnesota
$1.58M -$47.1K -390 -3%
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$1.56M +$1.56M +12,939 New
QT
104
Quantbot Technologies
New York
$1.51M +$1.51M +12,532 New
QEI
105
QSV Equity Investors
Illinois
$1.48M +$1.48M +12,292 New
WSCM
106
Wellington Shields Capital Management
New York
$1.43M – – –
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$1.41M – – –
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$1.38M -$576K -4,770 -30%
YCM
109
Yousif Capital Management
Michigan
$1.34M -$15.1K -125 -1%
OAM
110
Oppenheimer Asset Management
New York
$1.34M -$72.4K -599 -5%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$1.27M -$31.4K -260 -2%
First Trust Advisors
112
First Trust Advisors
Illinois
$1.26M -$981K -8,118 -44%
ACA
113
Anchor Capital Advisors
Massachusetts
$1.25M +$198K +1,640 +19%
GIA
114
GHP Investment Advisors
Colorado
$1.24M -$149K -1,233 -11%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$1.15M -$17K -141 -1%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$1.14M -$19.7K -163 -2%
CIC
117
Cornercap Investment Counsel
Georgia
$1.11M +$1.11M +9,147 New
OC
118
Oarsman Capital
Wisconsin
$1.04M -$78K -646 -7%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$1.04M – – –
Franklin Resources
120
Franklin Resources
California
$1M -$604 -5 -0.1%
MUAMU
121
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$966K – – –
AIP
122
Ameritas Investment Partners
Nebraska
$923K -$19.7K -163 -2%
HCA
123
Harbor Capital Advisors
Illinois
$861K +$256K +2,123 +42%
Victory Capital Management
124
Victory Capital Management
Texas
$838K -$28.9M -238,927 -97%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$830K – – –
3 4
5
6 7