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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.

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 %
CAM
126
ClariVest Asset Management
California
$825K -$145K -1,200 -15%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$823K +$465K +3,850 +130%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$820K +$129K +1,067 +19%
BCM
129
Bayesian Capital Management
New York
$812K +$812K +6,725 New
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$809K -$12.1K -100 -1%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$805K -$12.1K -100 -1%
ASRS
132
Arizona State Retirement System
Arizona
$802K -$27.1K -224 -3%
Osaic Holdings
133
Osaic Holdings
Arizona
$798K +$318K +2,631 +66%
CC
134
Centiva Capital
New York
$759K +$12.7K +105 +2%
GT
135
Glenmede Trust
Pennsylvania
$748K +$41.3K +342 +6%
Two Sigma Investments
136
Two Sigma Investments
New York
$737K +$33.9K +281 +5%
Holocene Advisors
137
Holocene Advisors
New York
$720K +$720K +5,957 New
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$717K -$12.5K -103 -2%
Nomura Holdings
139
Nomura Holdings
Japan
$713K +$713K +5,900 New
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$692K -$30.2K -250 -4%
SOMRS
141
State of Michigan Retirement System
Michigan
$692K – – –
OPS
142
Orion Portfolio Solutions
Nebraska
$643K +$102K +841 +19%
BCI
143
Brinker Capital Investments
Pennsylvania
$643K +$102K +841 +19%
CCIA
144
Campbell & Co Investment Adviser
Maryland
$636K -$1.16M -9,627 -65%
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$633K +$43.4K +359 +7%
ProShare Advisors
146
ProShare Advisors
Maryland
$627K +$91.3K +756 +17%
GCM
147
Graham Capital Management
Connecticut
$606K -$686K -5,677 -53%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$601K – – –
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$598K +$181K +1,500 +43%
NMERB
150
New Mexico Educational Retirement Board
New Mexico
$592K – – –
4 5
6
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