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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.

New
Increased
Maintained
Reduced
Closed
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 %
Wolverine Trading
151
Wolverine Trading
Illinois
$280K +$280K +4,544 New
Creative Planning
152
Creative Planning
Kansas
$250K -$3.25M -52,529 -93%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$231K -$33.2K -536 -13%
Cerity Partners
154
Cerity Partners
New York
$230K +$230K +3,721 New
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$228K -$120K -1,941 -34%
SPA
156
Sherbrooke Park Advisers
New York
$227K -$63.2K -1,022 -22%
Axa
157
Axa
France
$215K +$215K +3,471 New
MOACM
158
Mutual of America Capital Management
New York
$212K -$631K -10,203 -75%
EC
159
EntryPoint Capital
New York
$208K +$148K +2,386 +244%
RJA
160
Raymond James & Associates
Florida
$203K -$23.6K -382 -10%
HEIP
161
Hudson Edge Investment Partners
New Jersey
$197K – – –
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$165K -$5.34M -86,125 -97%
AIP
163
Ameritas Investment Partners
Nebraska
$148K -$313K -5,064 -68%
VI
164
Vestcor Inc
New Brunswick, Canada
$128K – – –
HT
165
Headlands Technologies
Illinois
$118K +$11.4K +184 +11%
SOW
166
State of Wyoming
Wyoming
$106K +$8.1K +131 +8%
HBW
167
Hazlett, Burt & Watson
West Virginia
$95K – – –
CA
168
Clearstead Advisors
Ohio
$80.3K – – –
ACM
169
Aster Capital Management
United Arab Emirates
$76.9K +$76.9K +1,244 New
IAS
170
IMA Advisory Services
Colorado
$74.3K +$74.3K +1,201 New
SAM
171
Shell Asset Management
Netherlands
$74K +$74K +1,196 New
Amundi
172
Amundi
France
$73.1K – – –
DZ Bank
173
DZ Bank
Germany
$68K – – –
S
174
SignatureFD
Georgia
$61.3K +$61.3K +991 New
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.4K +$11.3K +182 +30%
5 6
7
8 9