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Helen of Troy
HELE

Overview Fund Activity

271 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
97
Reduced
92
Closed
24
Calls
$40.8M
Puts
$89.9M
Net Calls
-$49.1M
Net Calls Change
+$5.49M

Top Buyers

1
SCM
Snyder Capital Management
California
$78.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$397M
3
EARNEST Partners
EARNEST Partners
Georgia
$74.7M
4
LCM
Landscape Capital Management
New Jersey
$6.69M
5
TC
TwinBeech Capital
New York
$5.39M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$125M
2
Morgan Stanley
Morgan Stanley
New York
$19.6M
3
CB
Cooke & Bieler
Pennsylvania
$216M
4
Lazard Asset Management
Lazard Asset Management
New York
$6.33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
201
Hazlett, Burt & Watson
West Virginia
$177K -$14.9K -130 -8%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$143K -$10.3K -89 -7%
Osaic Holdings
203
Osaic Holdings
Arizona
$139K -$622K -5,397 -82%
SOW
204
State of Wyoming
Wyoming
$139K +$1.61K +14 +1%
PK
205
Pflug Koory
Nebraska
$132K – – –
DZ Bank
206
DZ Bank
Germany
$127K -$80.7K -700 -39%
Royal Bank of Canada
207
Royal Bank of Canada
Ontario, Canada
$122K -$659K -5,745 -84%
TRCT
208
Tower Research Capital (TRC)
New York
$114K -$417K -3,621 -78%
SAM
209
Shell Asset Management
Netherlands
$111K -$11.1K -120 -9%
AWM
210
Avior Wealth Management
Nebraska
$71.3K +$71.3K +619 New
Ohio Public Employees Retirement System (OPERS)
211
Ohio Public Employees Retirement System (OPERS)
Ohio
$68.3K -$1.04K -9 -1%
Bessemer Group
212
Bessemer Group
New Jersey
$67K +$40.6K +349 +154%
KBC Group
213
KBC Group
Belgium
$65K +$18.6K +162 +40%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$64K +$34.6K +300 +118%
SO
215
STRS Ohio
Ohio
$35K -$23.3K -200 -40%
TPCW
216
TD Private Client Wealth
New York
$29.4K +$7.95K +69 +37%
SWA
217
SOA Wealth Advisors
New York
$28.8K – – –
PCMC
218
Planning Capital Management Corporation
Pennsylvania
$28.6K – – –
AssetMark Inc
219
AssetMark Inc
California
$26.9K – – –
BTI
220
Blue Trust Inc
Georgia
$25.4K +$5.3K +46 +26%
PS
221
Principal Securities
Iowa
$21.2K -$230 -2 -1%
Group One Trading
222
Group One Trading
Illinois
$21.2K +$21.2K +184 New
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$20.4K +$2.77K +24 +16%
Nomura Asset Management
224
Nomura Asset Management
Japan
$19.6K – – –
WT
225
Whittier Trust
California
$19.6K -$2.88K -25 -13%
7 8
9
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