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Helen of Troy
HELE

Overview Fund Activity

260 hedge funds and large institutions have $3.3B invested in Helen of Troy in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
76
Reduced
102
Closed
21
Calls
$83.9M
Puts
$138M
Net Calls
-$54.6M
Net Calls Change
+$3.68M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$403M
2
Man Group
Man Group
United Kingdom
$30M
3
Morgan Stanley
Morgan Stanley
New York
$36.7M
4
Capital Research Global Investors
Capital Research Global Investors
California
$213M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$838K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$93.9M
3
Millennium Management
Millennium Management
New York
$6.79M
4
Capital World Investors
Capital World Investors
California
$82.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
176
State of Alaska Department of Revenue
Alaska
$317K -$31.4K -260 -9%
CAM
177
Cubic Asset Management
Massachusetts
$315K – – –
Stifel Financial
178
Stifel Financial
Missouri
$313K -$604 -5 -0.2%
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$308K – – –
STAS
180
Strong Tower Advisory Services
Minnesota
$286K +$23K +190 +9%
P8IP
181
Pier 88 Investment Partners
California
$280K -$600K -4,970 -68%
AC
182
AXQ Capital
New Jersey
$279K +$279K +2,309 New
AA
183
AlphaMark Advisors
Kentucky
$273K +$45.9K +380 +20%
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
$272K -$50.9K -421 -16%
Verition Fund Management
185
Verition Fund Management
Connecticut
$270K -$11M -90,773 -98%
NS
186
NBC Securities
Alabama
$259K -$5.66K -47 -2%
SG Americas Securities
187
SG Americas Securities
New York
$257K +$1.57K +13 +0.6%
VPIM
188
Vanguard Personalized Indexing Management
California
$252K +$252K +2,088 New
VI
189
Vestcor Inc
New Brunswick, Canada
$250K +$250K +2,071 New
SAM
190
Securian Asset Management
Minnesota
$247K – – –
RJFSA
191
Raymond James Financial Services Advisors
Florida
$231K -$395K -3,268 -63%
DZ Bank
192
DZ Bank
Germany
$217K – – –
CC
193
Corton Capital
Ontario, Canada
$211K +$211K +1,749 New
HBW
194
Hazlett, Burt & Watson
West Virginia
$202K – – –
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$161K -$6.89K -57 -4%
SAM
196
Shell Asset Management
Netherlands
$159K -$47.5K -393 -23%
SOW
197
State of Wyoming
Wyoming
$144K +$15.6K +129 +12%
PK
198
Pflug Koory
Nebraska
$138K -$6.04K -50 -4%
ASN
199
Advisory Services Network
Georgia
$129K +$129K +1,071 New
EC
200
EntryPoint Capital
New York
$107K +$107K +882 New
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