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Helen of Troy
HELE

Overview Fund Activity

254 hedge funds and large institutions have $2.28B invested in Helen of Troy in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 40 closing their positions.

Holders
254
Holders Change
-17
Holders Change %
-6.27%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
88
Reduced
89
Closed
40
Calls
$31.3M
Puts
$49.3M
Net Calls
-$18.1M
Net Calls Change
+$31.1M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$29.7M
2
Invesco
2
Invesco
Georgia
$18M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M
4
Capital International Investors
4
Capital International Investors
California
$39.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.66M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.23M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$1.04M 11,260 -121 -1%
OAM
102
Oppenheimer Asset Management
New York
$1.04M 11,171 -100 -0.9%
ACA
103
Anchor Capital Advisors
Massachusetts
$1.01M 10,926 +603 +6%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$1M 10,801 +1,101 +11%
CIC
105
Cornercap Investment Counsel
Georgia
$957K 10,324 +1,161 +13%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$955K 10,293 +1,763 +21%
YCM
107
Yousif Capital Management
Michigan
$929K 10,017 -803 -7%
TI
108
Trexquant Investment
Connecticut
$888K 9,577 -4,400 -31%
TI
109
Tidal Investments
Wisconsin
$853K 9,203 +5,157 +127%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$853K 9,197 -109 -1%
Franklin Resources
111
Franklin Resources
California
$837K 9,025 +1,106 +14%
MUAMU
112
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$835K 9,000 – –
GAM
113
Gotham Asset Management
New York
$832K 8,971 -14,394 -62%
AG
114
Algert Global
California
$829K 8,943 +8,943 New
Citigroup
115
Citigroup
New York
$788K 8,502 +989 +13%
OTPPB
116
Ontario Teachers' Pension Plan Board
Ontario, Canada
$781K 8,421 -10,691 -56%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$779K 7,839 +573 +8%
Victory Capital Management
118
Victory Capital Management
Texas
$778K 8,393 +1,026 +14%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$759K 8,184 – –
VOYA Investment Management
120
VOYA Investment Management
Georgia
$737K 7,943 +194 +3%
PI
121
PEAK6 Investments
Illinois
$721K 7,779 -1,570 -17%
AIP
122
Ameritas Investment Partners
Nebraska
$692K 7,458 -178 -2%
US Bancorp
123
US Bancorp
Minnesota
$630K 6,788 -3,011 -31%
Two Sigma Investments
124
Two Sigma Investments
New York
$629K 6,779 +6,779 New
GIA
125
GHP Investment Advisors
Colorado
$625K 6,742 -1,820 -21%
3 4
5
6 7