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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 Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$448K -$617K -9,972 -58%
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$445K -$222K -3,600 -33%
GCM
128
Graham Capital Management
Connecticut
$442K -$784K -12,668 -64%
AB
129
Amalgamated Bank
New York
$421K -$295K -4,762 -41%
NWAG
130
Net Worth Advisory Group
Utah
$413K +$413K +6,673 New
II
131
Inspire Investing
Idaho
$411K +$177K +2,861 +76%
US Bancorp
132
US Bancorp
Minnesota
$408K -$12.3K -199 -3%
ASRS
133
Arizona State Retirement System
Arizona
$406K -$4.82K -78 -1%
Mariner
134
Mariner
Kansas
$371K +$204K +3,299 +122%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$360K +$360K +5,825 New
Group One Trading
136
Group One Trading
Illinois
$348K +$348K +5,628 New
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$346K +$39.6K +640 +13%
TI
138
Tidal Investments
Wisconsin
$343K -$227K -3,664 -40%
PRCP
139
Pacific Ridge Capital Partners
Oregon
$337K +$337K +5,456 New
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$330K -$27.4K -443 -8%
SG Americas Securities
141
SG Americas Securities
New York
$321K +$197K +3,186 +158%
TSS
142
Two Sigma Securities
New York
$317K +$317K +5,129 New
ETC
143
Exchange Traded Concepts
Oklahoma
$315K +$315K +5,092 New
Nomura Holdings
144
Nomura Holdings
Japan
$308K +$308K +4,979 New
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$302K -$24.8K -401 -8%
GAM
146
Gotham Asset Management
New York
$294K -$261K -4,213 -47%
ProShare Advisors
147
ProShare Advisors
Maryland
$294K +$27.5K +444 +10%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$291K – – –
Jane Street
149
Jane Street
New York
$289K -$4.36M -70,450 -94%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$287K +$287K +4,609 New
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