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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 %
ProShare Advisors
151
ProShare Advisors
Maryland
$400K -$104K -1,124 -21%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$396K -$15.5K -167 -4%
GCP
153
GSA Capital Partners
United Kingdom
$355K +$355K +3,827 New
IIC
154
Integrated Investment Consultants
Michigan
$354K – – –
II
155
Inspire Investing
Idaho
$351K +$65.3K +704 +23%
RJA
156
Raymond James & Associates
Florida
$340K +$40.6K +438 +14%
Pacer Advisors
157
Pacer Advisors
Pennsylvania
$327K -$927 -10 -0.3%
QT
158
Quantbot Technologies
New York
$308K -$1.56M -16,839 -84%
COI
159
Connable Office Inc
Michigan
$300K – – –
X
160
Xponance
Pennsylvania
$298K -$20.2K -218 -6%
HEIP
161
Hudson Edge Investment Partners
New Jersey
$295K – – –
QCM
162
QRG Capital Management
Illinois
$289K +$289K +3,113 New
LOAMU
163
Lombard Odier Asset Management (USA)
New York
$287K -$242K -2,605 -46%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$285K -$262K -2,824 -48%
VF
165
Virtu Financial
New York
$283K -$372K -4,019 -57%
VCA
166
Verdence Capital Advisors
Maryland
$271K +$271K +2,917 New
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$270K +$270K +2,915 New
Federated Hermes
168
Federated Hermes
Pennsylvania
$259K -$99.8K -1,076 -28%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$258K -$2.24M -24,159 -90%
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$251K +$14.5K +156 +6%
Mariner
171
Mariner
Kansas
$250K -$290K -3,129 -54%
Stifel Financial
172
Stifel Financial
Missouri
$248K +$6.59K +71 +3%
CCIA
173
Campbell & Co Investment Adviser
Maryland
$247K -$1.41M -15,150 -85%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$243K – – –
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$240K -$26.7K -288 -10%
5 6
7
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