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Helen of Troy

254 hedge funds and large institutions have $2.28B invested in Helen of Troy in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-17
Holders Change %
-6.27%
% of All Funds
3.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
88
Reduced
89
Closed
40
Calls
$31.3M
Puts
$49.3M
Net Calls
-$18.1M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$22K -$34.1K -350 -61%
AssetMark Inc
202
AssetMark Inc
California
$21.6K
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$18.5K +$2.13K +23 +13%
Nomura Asset Management
204
Nomura Asset Management
Japan
$15.8K
WT
205
Whittier Trust
California
$15.8K
PS
206
Principal Securities
Iowa
$13.9K -$3.15K -34 -18%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$12.9K +$8.9K +100 +222%
SPIA
208
Steward Partners Investment Advisory
New York
$12.7K
RA
209
Rise Advisors
New York
$11.8K
AWM
210
Avior Wealth Management
Nebraska
$11.2K -$46.2K -498 -80%
PA
211
Parallel Advisors
California
$9.46K
FFA
212
Farther Finance Advisors
California
$7.74K +$3.96K +44 +105%
FHA
213
First Horizon Advisors
Tennessee
$7.7K -$3.25K -35 -30%
GI
214
GAMMA Investing
California
$6.21K +$4.73K +51 +319%
WIM
215
Westside Investment Management
California
$5.66K
PWMG
216
Private Wealth Management Group
New Jersey
$5.38K +$2.13K +23 +66%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$4.27K
ST
218
Smithfield Trust
Pennsylvania
$4K
JWA
219
JFS Wealth Advisors
Pennsylvania
$3.99K
SN
220
Sittner & Nelson
Oregon
$3.71K
EWA
221
EverSource Wealth Advisors
Alabama
$3.43K +$296 +5 +9%
AAP
222
Arax Advisory Partners
Colorado
$3.34K +$3.06K +33 +1,100%
KFS
223
Kelly Financial Services
Massachusetts
$2.88K
MG
224
Mather Group
Illinois
$2.77K
PWMG
225
Prestige Wealth Management Group
New Jersey
$2.6K