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Helen of Troy
HELE

Overview Fund Activity

271 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
97
Reduced
92
Closed
24
Calls
$40.8M
Puts
$89.9M
Net Calls
-$49.1M
Net Calls Change
+$5.49M

Top Buyers

1
SCM
Snyder Capital Management
California
$78.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$397M
3
EARNEST Partners
EARNEST Partners
Georgia
$74.7M
4
LCM
Landscape Capital Management
New Jersey
$6.69M
5
TC
TwinBeech Capital
New York
$5.39M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$125M
2
Morgan Stanley
Morgan Stanley
New York
$19.6M
3
CB
Cooke & Bieler
Pennsylvania
$216M
4
Lazard Asset Management
Lazard Asset Management
New York
$6.33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
176
Integrated Investment Consultants
Michigan
$354K +$21.3K +185 +6%
EC
177
EntryPoint Capital
New York
$350K +$248K +2,155 +244%
Pathstone Holdings
178
Pathstone Holdings
New Jersey
$331K +$5.53K +48 +2%
Prudential Financial
179
Prudential Financial
New Jersey
$331K +$12.8K +111 +4%
FRM
180
Fox Run Management
Connecticut
$330K +$330K +2,867 New
SOADOR
181
State of Alaska Department of Revenue
Alaska
$302K – – –
CAM
182
Cubic Asset Management
Massachusetts
$301K – – –
Stifel Financial
183
Stifel Financial
Missouri
$299K +$691 +6 +0.2%
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$294K – – –
AA
185
AlphaMark Advisors
Kentucky
$290K +$29.9K +260 +12%
CM
186
Capula Management
Cayman Islands
$278K +$278K +2,416 New
P8IP
187
Pier 88 Investment Partners
California
$267K – – –
QC
188
Quadrature Capital
United Kingdom
$263K +$263K +2,286 New
SG Americas Securities
189
SG Americas Securities
New York
$258K +$12.9K +112 +5%
MM
190
MQS Management
New York
$256K +$256K +2,222 New
ET
191
Entropy Technologies
New York
$239K +$239K +2,078 New
VI
192
Vestcor Inc
New Brunswick, Canada
$239K – – –
NS
193
NBC Securities
Alabama
$232K -$14.7K -128 -6%
Wolverine Trading
194
Wolverine Trading
Illinois
$226K +$226K +1,958 New
SAM
195
Securian Asset Management
Minnesota
$224K -$11.5K -100 -5%
OR
196
Olympiad Research
Connecticut
$218K +$218K +1,896 New
AIM
197
ARGA Investment Management
Connecticut
$218K +$218K +1,893 New
State of Wisconsin Investment Board
198
State of Wisconsin Investment Board
Wisconsin
$217K -$42.4K -368 -16%
PCM
199
Prelude Capital Management
New York
$210K +$210K +1,820 New
HT
200
Headlands Technologies
Illinois
$201K +$201K +1,743 New
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