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Helen of Troy
HELE

Overview Fund Activity

239 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-5
Holders Change %
-2.05%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
67
Closed
43
Calls
$34.2M
Puts
$34.6M
Net Calls
-$468K
Net Calls Change
+$19.3M

Top Buyers

1
CCPM
Cooper Creek Partners Management
New York
$41.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38.7M
3
MVP
Medina Value Partners
California
$19.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$20.9M
5
Bank of America
Bank of America
North Carolina
$21.8M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$0
2
Fisher Asset Management
Fisher Asset Management
Washington
$650K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.61M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$228K +$5.03K +84 +2%
SPA
152
Sherbrooke Park Advisers
New York
$220K -$479 -8 -0.2%
MOACM
153
Mutual of America Capital Management
New York
$207K +$1.86K +31 +0.9%
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$204K -$239K -4,000 -54%
LSV Asset Management
155
LSV Asset Management
Illinois
$168K +$168K +2,800 New
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$159K – – –
HEIP
157
Hudson Edge Investment Partners
New Jersey
$152K -$38.4K -642 -20%
EF
158
Empowered Funds
Pennsylvania
$150K +$150K +2,502 New
AIP
159
Ameritas Investment Partners
Nebraska
$143K – – –
Amundi
160
Amundi
France
$97.4K +$28.2K +479 +41%
HBW
161
Hazlett, Burt & Watson
West Virginia
$93K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$84K +$40.2K +669 +92%
KBC Group
163
KBC Group
Belgium
$81K +$34.2K +571 +73%
CA
164
Clearstead Advisors
Ohio
$77.7K – – –
SAM
165
Shell Asset Management
Netherlands
$72K – – –
S
166
SignatureFD
Georgia
$67.8K +$8.5K +142 +14%
Group One Trading
167
Group One Trading
Illinois
$62.5K -$274K -4,583 -81%
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.1K +$6.22K +104 +13%
SOW
169
State of Wyoming
Wyoming
$48.7K -$54.1K -905 -53%
QL
170
Quarry LP
New York
$48.7K +$43.9K +734 +918%
FIA
171
FNY Investment Advisers
New York
$44K +$44K +750 New
SCM
172
Sterling Capital Management
North Carolina
$43K +$38.4K +642 +845%
PK
173
Pflug Koory
Nebraska
$42.2K – – –
Canada Pension Plan Investment Board
174
Canada Pension Plan Investment Board
Ontario, Canada
$29.9K +$12K +200 +67%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$29.7K +$658 +11 +2%
5 6
7
8 9