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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
KBC Group
176
KBC Group
Belgium
$48K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$45K +$26.6K +450 +161%
PK
178
Pflug Koory
Nebraska
$43.6K +$41.7K +705 New
EC
179
Elequin Capital
New York
$41.4K +$39.6K +670 New
Osaic Holdings
180
Osaic Holdings
Arizona
$34.7K -$26.9K -455 -45%
BTI
181
Blue Trust Inc
Georgia
$31.3K +$3.31K +56 +20%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$30K +$16.9K +285 +143%
QCG
183
Quadrant Capital Group
Ohio
$21.5K +$19.5K +329 +1,732%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$19.4K -$16.9K -286 -48%
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$18.6K -$331K -5,600 -95%
Bessemer Group
186
Bessemer Group
New Jersey
$18K +$3.9K +66 +29%
TPCW
187
TD Private Client Wealth
New York
$15.8K
PCMC
188
Planning Capital Management Corporation
Pennsylvania
$15.3K
GI
189
GAMMA Investing
California
$15.3K +$10.6K +180 +269%
GKIM
190
GW&K Investment Management
Massachusetts
$14K -$11.1M -187,376 -100%
Barrow, Hanley, Mewhinney & Strauss
191
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.7K +$11.2K +189 New
Nomura Asset Management
192
Nomura Asset Management
Japan
$10.5K
VWM
193
Venturi Wealth Management
Texas
$9.53K +$9.11K +154 New
HCA
194
Harbor Capital Advisors
Illinois
$9K +$8.16K +138 New
PS
195
Principal Securities
Iowa
$8.47K -$769 -13 -9%
WT
196
Whittier Trust
California
$8.29K -$2.13K -36 -21%
HI
197
Harbour Investments
Wisconsin
$8.16K +$7.81K +132 New
SPIA
198
Steward Partners Investment Advisory
New York
$7.92K -$532 -9 -7%
RA
199
Rise Advisors
New York
$7.86K
AWM
200
Avior Wealth Management
Nebraska
$7.48K

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.