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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$621K -$9.27K -100 -1%
ASRS
127
Arizona State Retirement System
Arizona
$617K +$11.3K +122 +2%
OC
128
Oarsman Capital
Wisconsin
$607K -$63.3K -683 -9%
CC
129
Centiva Capital
New York
$576K -$365K -3,936 -39%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$576K +$576K +6,209 New
Canada Pension Plan Investment Board
131
Canada Pension Plan Investment Board
Ontario, Canada
$547K – – –
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$535K +$1.95K +21 +0.4%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$534K -$18.4K -198 -3%
SOMRS
134
State of Michigan Retirement System
Michigan
$531K -$9.27K -100 -2%
DTL
135
Dynamic Technology Lab
Singapore
$528K -$543K -5,849 -51%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$522K +$423K +4,570 +430%
SRL
137
Scientech Research LLC
New Jersey
$501K +$91.5K +987 +22%
IIM
138
INTECH Investment Management
Florida
$497K +$497K +5,356 New
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$489K +$2.23K +24 +0.5%
JFG
140
Jefferies Financial Group
New York
$482K -$964K -10,400 -67%
MAM
141
Meeder Asset Management
Ohio
$466K – – –
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$460K -$83.5K -900 -15%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$459K -$930K -10,030 -67%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$459K – – –
NMERB
145
New Mexico Educational Retirement Board
New Mexico
$454K – – –
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$436K – – –
SPA
147
Sherbrooke Park Advisers
New York
$436K +$436K +4,699 New
P8IP
148
Pier 88 Investment Partners
California
$412K +$198K +2,130 +92%
CB
149
Commerce Bank
Missouri
$411K -$15.8K -170 -4%
QC
150
Quadrature Capital
United Kingdom
$400K +$188K +2,031 +89%
4 5
6
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