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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.

New
Increased
Maintained
Reduced
Closed
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
Cooper Creek Partners Management
New York
$41.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38.7M
3
MVP
Medina Value Partners
California
$19.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$20.9M
5
Bank of America
Bank of America
North Carolina
$21.8M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$0
2
Fisher Asset Management
Fisher Asset Management
Washington
$650K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.61M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$398K -$9.4K -157 -2%
ASRS
127
Arizona State Retirement System
Arizona
$396K +$2.99K +50 +0.8%
ET
128
Entropy Technologies
New York
$394K -$89.4K -1,495 -19%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$376K -$154K -2,578 -29%
Victory Capital Management
130
Victory Capital Management
Texas
$372K -$72.3K -1,208 -16%
SSA
131
Schonfeld Strategic Advisors
New York
$365K +$365K +6,102 New
Mariner
132
Mariner
Kansas
$362K +$2.99K +50 +0.8%
QC
133
Quadrature Capital
United Kingdom
$357K +$357K +5,960 New
RA
134
Royce & Associates
New York
$355K +$355K +5,940 New
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$355K +$134K +2,240 +61%
PCM
136
Prelude Capital Management
New York
$347K +$347K +5,806 New
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$326K +$6.94K +116 +2%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$324K +$43.1K +721 +15%
Federated Hermes
139
Federated Hermes
Pennsylvania
$324K -$373K -6,239 -54%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$321K -$13.8K -231 -4%
Creative Planning
141
Creative Planning
Kansas
$317K +$75.9K +1,268 +31%
KK
142
KLP Kapitalforvaltning
Norway
$317K +$317K +5,300 New
TI
143
Tidal Investments
Wisconsin
$316K -$15.6K -261 -5%
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$292K +$179 +3 +0.1%
NWAG
145
Net Worth Advisory Group
Utah
$289K -$111K -1,849 -28%
HT
146
Headlands Technologies
Illinois
$284K +$170K +2,836 +149%
PFSRSONJ
147
Police & Firemen's Retirement System of New Jersey
New Jersey
$281K +$281K +4,695 New
BA
148
Bridgewater Associates
Connecticut
$259K -$642K -10,732 -71%
Point72 Asset Management
149
Point72 Asset Management
Connecticut
$257K +$257K +4,300 New
PD
150
Point72 (DIFC)
United Arab Emirates
$243K +$243K +4,064 New
4 5
6
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