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Helen of Troy
HELE

Overview Fund Activity

239 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-5
Holders Change %
-2.05%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
67
Closed
43
Calls
$34.2M
Puts
$34.6M
Net Calls
-$468K
Net Calls Change
+$19.3M

Top Buyers

1
CCPM
Cooper Creek Partners Management
New York
$41.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38.7M
3
MVP
Medina Value Partners
California
$19.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$20.9M
5
Bank of America
Bank of America
North Carolina
$21.8M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$0
2
Fisher Asset Management
Fisher Asset Management
Washington
$650K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.61M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
176
GAMMA Investing
California
$29K +$14.2K +237 +96%
QCG
177
Quadrant Capital Group
Ohio
$28.4K +$7.54K +126 +36%
PS
178
Principal Securities
Iowa
$22.2K +$14K +234 +171%
Bessemer Group
179
Bessemer Group
New Jersey
$18K – – –
BTI
180
Blue Trust Inc
Georgia
$14.2K -$5.98K -100 -30%
GKIM
181
GW&K Investment Management
Massachusetts
$13K – – –
ACM
182
Aster Capital Management
United Arab Emirates
$13K -$61.4K -1,027 -83%
Barrow, Hanley, Mewhinney & Strauss
183
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.2K -$120 -2 -1%
SSG
184
Summit Securities Group
New York
$11.2K +$11.2K +187 New
Nomura Asset Management
185
Nomura Asset Management
Japan
$10.2K – – –
Walleye Capital
186
Walleye Capital
New York
$9.99K -$1.41M -23,592 -99%
VWM
187
Venturi Wealth Management
Texas
$9.21K – – –
HCA
188
Harbor Capital Advisors
Illinois
$9K +$882 +15 +11%
HI
189
Harbour Investments
Wisconsin
$7.9K – – –
SPIA
190
Steward Partners Investment Advisory
New York
$7.66K – – –
RA
191
Rise Advisors
New York
$7.6K – – –
AWM
192
Avior Wealth Management
Nebraska
$7.24K – – –
VCM
193
Versant Capital Management
Arizona
$6.82K +$2.39K +40 +54%
PAS
194
Point72 Asia (Singapore)
Singapore
$6.82K +$6.82K +114 New
OC
195
Oarsman Capital
Wisconsin
$6.28K – – –
Osaic Holdings
196
Osaic Holdings
Arizona
$6.1K -$27.5K -459 -82%
WT
197
Whittier Trust
California
$5.38K -$2.63K -44 -33%
PTC
198
Private Trust Company
Ohio
$5.09K – – –
CFGS
199
Concourse Financial Group Securities
Alabama
$4.73K +$4.28K +66 +943%
WA
200
WPG Advisers
Maryland
$4.37K +$4.37K +73 New
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