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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.

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 %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$658K – – –
Fisher Asset Management
102
Fisher Asset Management
Washington
$650K -$24.1M -402,247 -97%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$649K -$15.7K -262 -2%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$634K -$311K -5,197 -33%
PRCP
105
Pacific Ridge Capital Partners
Oregon
$612K +$286K +4,774 +88%
FHB
106
First Hawaiian Bank
Hawaii
$600K +$40.1K +671 +7%
OAM
107
Oppenheimer Asset Management
New York
$582K -$48.2K -805 -8%
IIM
108
INTECH Investment Management
Florida
$562K -$41.8K -698 -7%
Stifel Financial
109
Stifel Financial
Missouri
$545K +$545K +9,109 New
US Bancorp
110
US Bancorp
Minnesota
$521K +$127K +2,120 +32%
YCM
111
Yousif Capital Management
Michigan
$521K -$10.1K -168 -2%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$490K – – –
Connor, Clark & Lunn Investment Management (CC&L)
113
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$484K +$484K +8,097 New
MSRPS
114
Maryland State Retirement & Pension System
Maryland
$461K – – –
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$457K -$133K -2,224 -23%
CC
116
Centiva Capital
New York
$444K +$444K +7,429 New
Axa
117
Axa
France
$440K +$232K +3,881 +112%
OR
118
Olympiad Research
Connecticut
$434K +$434K +7,258 New
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$434K – – –
Two Sigma Investments
120
Two Sigma Investments
New York
$431K -$8.01M -133,826 -95%
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$431K – – –
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$416K -$23.9K -400 -5%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$412K -$29.6K -495 -7%
ProShare Advisors
124
ProShare Advisors
Maryland
$411K +$126K +2,114 +44%
II
125
Inspire Investing
Idaho
$401K +$3.23K +54 +0.8%
3 4
5
6 7