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Helen of Troy
HELE

Overview Fund Activity

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
Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.53%
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

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.2M
2
BlackRock
2
BlackRock
New York
$217M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$36M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$163M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$0
2
SCM
2
Snyder Capital Management
California
$0
3
Capital World Investors
3
Capital World Investors
California
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.64M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
176
KBC Group
Belgium
$48K – – –
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$45K +$27.7K +450 +161%
PK
178
Pflug Koory
Nebraska
$43.6K +$43.6K +705 New
EC
179
Elequin Capital
New York
$41.4K +$41.4K +670 New
Osaic Holdings
180
Osaic Holdings
Arizona
$34.7K -$28.1K -455 -45%
BTI
181
Blue Trust Inc
Georgia
$31.3K +$5.19K +56 +20%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$30K +$17.6K +285 +143%
QCG
183
Quadrant Capital Group
Ohio
$21.5K +$20.3K +329 +1,732%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$19.4K -$17.7K -286 -48%
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$18.6K -$346K -5,600 -95%
Bessemer Group
186
Bessemer Group
New Jersey
$18K +$4.07K +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 +$11.1K +180 +269%
GKIM
190
GW&K Investment Management
Massachusetts
$14K -$12M -187,376 -100%
Barrow, Hanley, Mewhinney & Strauss
191
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.7K +$11.7K +189 New
Nomura Asset Management
192
Nomura Asset Management
Japan
$10.5K – – –
VWM
193
Venturi Wealth Management
Texas
$9.53K +$9.53K +154 New
HCA
194
Harbor Capital Advisors
Illinois
$9K +$9K +138 New
PS
195
Principal Securities
Iowa
$8.47K -$804 -13 -9%
WT
196
Whittier Trust
California
$8.29K -$2.23K -36 -21%
HI
197
Harbour Investments
Wisconsin
$8.16K +$8.16K +132 New
SPIA
198
Steward Partners Investment Advisory
New York
$7.92K -$557 -9 -7%
RA
199
Rise Advisors
New York
$7.86K – – –
AWM
200
Avior Wealth Management
Nebraska
$7.48K – – –
6 7
8
9 10