HELE icon

Helen of Troy
HELE

Overview Fund Activity

254 hedge funds and large institutions have $2.28B invested in Helen of Troy in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-17
Holders Change %
-6.27%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
88
Reduced
89
Closed
40
Calls
$31.3M
Puts
$49.3M
Net Calls
-$18.1M
Net Calls Change
+$31.1M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$29.7M
2
Invesco
2
Invesco
Georgia
$18M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M
4
Capital International Investors
4
Capital International Investors
California
$39.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.66M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.23M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Congress Wealth Management
Massachusetts
$217K +$217K +2,335 New
Prudential Financial
177
Prudential Financial
New Jersey
$216K -$50.4K -543 -19%
Voloridge Investment Management
178
Voloridge Investment Management
Florida
$208K -$469K -5,059 -69%
State Board of Administration of Florida Retirement System
179
State Board of Administration of Florida Retirement System
Florida
$203K -$410K -4,420 -67%
VI
180
Vestcor Inc
New Brunswick, Canada
$192K – – –
SG Americas Securities
181
SG Americas Securities
New York
$187K -$21.1K -227 -10%
SAM
182
Securian Asset Management
Minnesota
$171K -$9.27K -100 -5%
HT
183
Headlands Technologies
Illinois
$160K -$1.86K -20 -1%
SOW
184
State of Wyoming
Wyoming
$147K +$35.7K +385 +32%
HBW
185
Hazlett, Burt & Watson
West Virginia
$143K – – –
ACM
186
Aquatic Capital Management
Illinois
$121K +$121K +1,300 New
CA
187
Clearstead Advisors
Ohio
$120K +$120K +1,298 New
Amundi
188
Amundi
France
$107K +$107K +1,172 New
DZ Bank
189
DZ Bank
Germany
$102K – – –
Osaic Holdings
190
Osaic Holdings
Arizona
$94.2K -$18K -194 -16%
EC
191
EntryPoint Capital
New York
$90.7K -$191K -2,059 -68%
KBC Group
192
KBC Group
Belgium
$72K +$19.8K +215 +38%
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$55.7K +$742 +8 +1%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$55.6K +$4.17K +45 +8%
BTI
195
Blue Trust Inc
Georgia
$32.5K +$7.15K +62 +28%
NC
196
nVerses Capital
Florida
$27.8K +$27.8K +300 New
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$26K +$20.5K +221 +375%
TPCW
198
TD Private Client Wealth
New York
$23.6K – – –
QL
199
Quarry LP
New York
$23.5K +$10.7K +115 +83%
PCMC
200
Planning Capital Management Corporation
Pennsylvania
$23K – – –
6 7
8
9 10