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Helen of Troy

260 hedge funds and large institutions have $3.3B invested in Helen of Troy in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
76
Reduced
102
Closed
21
Calls
$83.9M
Puts
$138M
Net Calls
-$54.6M
Net Calls Change
+$3.68M
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
$105K -$1.17M -9,707 -92%
FWM
202
Focused Wealth Management
New York
$84.6K
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$72.7K -$2.78K -23 -4%
SO
204
STRS Ohio
Ohio
$60K -$36K -300 -38%
KBC Group
205
KBC Group
Belgium
$49K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$30.8K +$604 +5 +2%
SWA
207
SOA Wealth Advisors
New York
$30.2K
PCMC
208
Planning Capital Management Corporation
Pennsylvania
$30K +$30K +248 New
AssetMark Inc
209
AssetMark Inc
California
$28.1K
Bessemer Group
210
Bessemer Group
New Jersey
$27K
WT
211
Whittier Trust
California
$23.6K -$14.1K -117 -38%
TPCW
212
TD Private Client Wealth
New York
$22.5K +$3.62K +30 +19%
PS
213
Principal Securities
Iowa
$22.5K +$22.5K +186 New
Nomura Asset Management
214
Nomura Asset Management
Japan
$20.5K
BTI
215
Blue Trust Inc
Georgia
$20K +$6.9K +60 +53%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$18.5K -$9.79K -81 -35%
SPIA
217
Steward Partners Investment Advisory
New York
$17.6K
PAS
218
Point72 Asia (Singapore)
Singapore
$15.9K +$15.9K +132 New
EWA
219
EverSource Wealth Advisors
Alabama
$14.4K +$8.46K +70 +143%
FHA
220
First Horizon Advisors
Tennessee
$14.3K +$2.54K +21 +22%
PA
221
Parallel Advisors
California
$12.3K
FFA
222
Farther Finance Advisors
California
$8.94K +$8.94K +74 New
WIM
223
Westside Investment Management
California
$7.37K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$7K -$9.25K -74 -57%
ST
225
Smithfield Trust
Pennsylvania
$6K