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Helen of Troy

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

2.3% less ownership

Funds ownership: 107.58%105.29% (-2.3%)

4% less funds holding

Funds holding: 254244 (-10)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

15% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 68

35% less capital invested

Capital invested by funds: $2.28B → $1.49B (-$791M)

37% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $53.6M

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.5%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
151
Wolverine Trading
Illinois
$280K +$269K +4,544 New
Creative Planning
152
Creative Planning
Kansas
$250K -$3.11M -52,529 -93%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$231K -$31.7K -536 -13%
Cerity Partners
154
Cerity Partners
New York
$230K +$220K +3,721 New
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$228K -$115K -1,941 -34%
SPA
156
Sherbrooke Park Advisers
New York
$227K -$60.4K -1,022 -22%
Axa
157
Axa
France
$215K +$205K +3,471 New
MOACM
158
Mutual of America Capital Management
New York
$212K -$603K -10,203 -75%
EC
159
EntryPoint Capital
New York
$208K +$141K +2,386 +244%
RJA
160
Raymond James & Associates
Florida
$203K -$22.6K -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 -$5.09M -86,125 -97%
AIP
163
Ameritas Investment Partners
Nebraska
$148K -$299K -5,064 -68%
VI
164
Vestcor Inc
New Brunswick, Canada
$128K
HT
165
Headlands Technologies
Illinois
$118K +$10.9K +184 +11%
SOW
166
State of Wyoming
Wyoming
$106K +$7.75K +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 +$73.6K +1,244 New
IAS
170
IMA Advisory Services
Colorado
$74.3K +$71K +1,201 New
SAM
171
Shell Asset Management
Netherlands
$74K +$70.7K +1,196 New
Amundi
172
Amundi
France
$73.1K
DZ Bank
173
DZ Bank
Germany
$68K
S
174
SignatureFD
Georgia
$61.3K +$58.6K +991 New
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.4K +$10.8K +182 +30%

HELE Hedge Fund Activity: Q3 2024 in Review

244 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2024, worth a combined $1.49B — down 35% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of HELE and 58 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 75 added.

The largest buyer was Pacer Advisors, adding an estimated $63.1M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $177M sold.

  • 244 institutional investors held Helen of Troy (HELE) as of Q3 2024, down from 254 in Q2 2024.
  • Funds reported $1.49B of Helen of Troy stock for Q3 2024, down 35% quarter-over-quarter.
  • 58 funds opened new Helen of Troy positions in Q3 2024 and 68 closed out, a net change of -10 holders.
  • The largest Helen of Troy buyer in Q3 2024 was Pacer Advisors, an estimated $63.1M added.
  • The largest Helen of Troy seller in Q3 2024 was Cooke & Bieler, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2024.