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Helen of Troy
HELE

Overview Fund Activity

271 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
97
Reduced
92
Closed
24
Calls
$40.8M
Puts
$89.9M
Net Calls
-$49.1M
Net Calls Change
+$5.49M

Top Buyers

1
SCM
Snyder Capital Management
California
$78.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$397M
3
EARNEST Partners
EARNEST Partners
Georgia
$74.7M
4
LCM
Landscape Capital Management
New Jersey
$6.69M
5
TC
TwinBeech Capital
New York
$5.39M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$125M
2
Morgan Stanley
Morgan Stanley
New York
$19.6M
3
CB
Cooke & Bieler
Pennsylvania
$216M
4
Lazard Asset Management
Lazard Asset Management
New York
$6.33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$914K -$117K -1,322 -11%
Franklin Resources
127
Franklin Resources
California
$913K -$43.8K -380 -5%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$893K -$191K -1,658 -18%
AIP
129
Ameritas Investment Partners
Nebraska
$880K – – –
Citigroup
130
Citigroup
New York
$866K +$388K +3,368 +81%
Victory Capital Management
131
Victory Capital Management
Texas
$849K +$49.7K +431 +6%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$844K -$2.16M -18,571 -72%
Voloridge Investment Management
133
Voloridge Investment Management
Florida
$841K -$2.24M -19,411 -73%
OC
134
Oarsman Capital
Wisconsin
$833K -$158K -1,374 -16%
VF
135
Virtu Financial
New York
$815K +$815K +7,075 New
CAM
136
ClariVest Asset Management
California
$788K +$807 +7 +0.1%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$784K +$11.5K +100 +1%
Squarepoint
138
Squarepoint
New York
$780K +$780K +6,767 New
ASRS
139
Arizona State Retirement System
Arizona
$752K -$12.8K -111 -2%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$734K +$420K +3,647 +134%
GT
141
Glenmede Trust
Pennsylvania
$708K -$5.3K -46 -0.7%
BCM
142
Bayesian Capital Management
New York
$694K -$80.7K -700 -10%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$686K +$2.31K +20 +0.3%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$680K +$365K +3,168 +116%
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
$680K -$2.86M -24,800 -81%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$675K -$92.2K -800 -12%
Mariner
147
Mariner
Kansas
$672K +$292K +2,532 +77%
SOMRS
148
State of Michigan Retirement System
Michigan
$672K +$11.5K +100 +2%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$663K +$2.19K +19 +0.3%
LOAMU
150
Lombard Odier Asset Management (USA)
New York
$657K +$657K +5,703 New
4 5
6
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