HELE icon

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 %
WSCM
101
Wellington Shields Capital Management
New York
$730K 11,800 – –
Federated Hermes
102
Federated Hermes
Pennsylvania
$721K 11,658 +8,868 +318%
Franklin Resources
103
Franklin Resources
California
$704K 10,280 +1,255 +14%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$687K 11,106 -15,460 -58%
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$680K 11,000 +4,300 +64%
Jennison Associates
106
Jennison Associates
New York
$674K 10,895 +10,895 New
ACA
107
Anchor Capital Advisors
Massachusetts
$662K 10,698 -228 -2%
EP
108
Edgestream Partners
New Jersey
$654K 10,566 +10,566 New
OAM
109
Oppenheimer Asset Management
New York
$651K 10,533 -638 -6%
IIM
110
INTECH Investment Management
Florida
$625K 10,099 +4,743 +89%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$610K 9,858 +3,649 +59%
FHB
112
First Hawaiian Bank
Hawaii
$579K 9,361 +9,361 New
QT
113
Quantbot Technologies
New York
$567K 9,162 +5,845 +176%
YCM
114
Yousif Capital Management
Michigan
$549K 8,869 -1,148 -11%
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$548K 8,865 +8,865 New
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$506K 8,184 – –
ET
117
Entropy Technologies
New York
$500K 8,077 +8,077 New
AG
118
Algert Global
California
$480K 7,760 -1,183 -13%
MAM
119
Meeder Asset Management
Ohio
$480K 7,754 +2,727 +54%
MSRPS
120
Maryland State Retirement & Pension System
Maryland
$476K 7,704 +7,704 New
TRCT
121
Tower Research Capital (TRC)
New York
$463K 7,486 -18,810 -72%
Victory Capital Management
122
Victory Capital Management
Texas
$460K 7,431 -962 -11%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$458K 7,405 +2,453 +50%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$457K 7,383 -560 -7%
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
$455K 7,351 +2,400 +48%
3 4
5
6 7