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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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
$403M
2
Man Group
Man Group
United Kingdom
$30M
3
Morgan Stanley
Morgan Stanley
New York
$36.7M
4
Capital Research Global Investors
Capital Research Global Investors
California
$213M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$838K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$93.9M
3
Millennium Management
Millennium Management
New York
$6.79M
4
Capital World Investors
Capital World Investors
California
$82.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
151
Versor Investments
New York
$582K +$582K +4,820 New
CB
152
Commerce Bank
Missouri
$566K -$3.5K -29 -0.6%
TRCT
153
Tower Research Capital (TRC)
New York
$557K +$415K +3,436 +292%
HF
154
HRT Financial
New York
$511K +$511K +4,238 New
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$503K -$5.92K -49 -1%
Citigroup
156
Citigroup
New York
$501K +$412K +3,407 +462%
TI
157
Tidal Investments
Wisconsin
$488K +$10.9K +90 +2%
SEC
158
Seven Eight Capital
New York
$486K +$486K +4,025 New
CSS
159
Cubist Systematic Strategies
Connecticut
$483K +$483K +3,994 New
Renaissance Technologies
160
Renaissance Technologies
New York
$472K -$15M -124,300 -97%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$430K +$183K +1,514 +74%
PMEF
162
Point72 Middle East FZE
United Arab Emirates
$424K +$424K +3,507 New
X
163
Xponance
Pennsylvania
$413K -$5.44K -45 -1%
RJA
164
Raymond James & Associates
Florida
$403K +$53.3K +441 +15%
Mariner
165
Mariner
Kansas
$398K +$3.38K +28 +0.9%
II
166
Inspire Investing
Idaho
$384K +$67.5K +559 +21%
Federated Hermes
167
Federated Hermes
Pennsylvania
$367K -$15.6K -129 -4%
CGH
168
Crossmark Global Holdings
Texas
$363K -$6.16K -51 -2%
IIC
169
Integrated Investment Consultants
Michigan
$349K -$483 -4 -0.1%
Pathstone Holdings
170
Pathstone Holdings
New Jersey
$342K +$342K +2,827 New
Prudential Financial
171
Prudential Financial
New Jersey
$333K -$8.46K -70 -2%
COI
172
Connable Office Inc
Michigan
$331K +$95.2K +788 +40%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$330K -$103K -850 -24%
HSBC Holdings
174
HSBC Holdings
United Kingdom
$330K +$330K +2,725 New
HEIP
175
Hudson Edge Investment Partners
New Jersey
$319K -$10.5K -87 -3%
5 6
7
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