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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 %
Holocene Advisors
151
Holocene Advisors
New York
$647K -$39.2K -340 -6%
State Board of Administration of Florida Retirement System
152
State Board of Administration of Florida Retirement System
Florida
$629K -$24.7K -260 -4%
ProShare Advisors
153
ProShare Advisors
Maryland
$626K +$28.3K +246 +5%
TCM
154
Teza Capital Management
Illinois
$620K +$620K +5,384 New
NRD
155
Nebula Research & Development
New York
$611K +$611K +5,306 New
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$605K +$1.61K +14 +0.3%
HF
157
HRT Financial
New York
$586K +$98.3K +854 +20%
BCI
158
Brinker Capital Investments
Pennsylvania
$584K -$27.5K -239 -5%
OPS
159
Orion Portfolio Solutions
Nebraska
$584K -$27.5K -239 -5%
MAM
160
Meeder Asset Management
Ohio
$579K +$579K +5,027 New
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$571K – – –
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$565K – – –
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$542K -$31.8K -276 -6%
CB
164
Commerce Bank
Missouri
$530K -$10.6K -92 -2%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$511K +$31.5K +273 +7%
SRL
166
Scientech Research LLC
New Jersey
$509K +$509K +4,414 New
TI
167
Tidal Investments
Wisconsin
$466K +$691 +6 +0.1%
Marshall Wace
168
Marshall Wace
United Kingdom
$462K -$1.7M -14,735 -79%
Federated Hermes
169
Federated Hermes
Pennsylvania
$446K +$95.5K +829 +27%
Pacer Advisors
170
Pacer Advisors
Pennsylvania
$407K -$3.46K -30 -0.8%
X
171
Xponance
Pennsylvania
$395K +$1.15K +10 +0.3%
COI
172
Connable Office Inc
Michigan
$372K +$56.4K +489 +18%
RJA
173
Raymond James & Associates
Florida
$372K -$12.8K -111 -3%
HEIP
174
Hudson Edge Investment Partners
New Jersey
$367K +$62.6K +543 +21%
II
175
Inspire Investing
Idaho
$355K -$10.7K -93 -3%
5 6
7
8 9