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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 %
MCM
201
MAI Capital Management
Ohio
$3.95K +$3.95K +66 New
PA
202
Parallel Advisors
California
$3.89K – – –
UB
203
UMB Bank
Missouri
$3.65K +$598 +10 +20%
GIA
204
GHP Investment Advisors
Colorado
$3.29K – – –
HNB
205
Huntington National Bank
Ohio
$2.99K +$2.75K +46 +1,150%
EWA
206
EverSource Wealth Advisors
Alabama
$2.93K +$2.21K +37 +308%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$2.81K +$120 +2 +4%
SAM
208
Smartleaf Asset Management
Massachusetts
$2.79K +$2.08K +35 +292%
PWMG
209
Private Wealth Management Group
New Jersey
$2.69K – – –
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$2.65K – – –
SN
211
Sittner & Nelson
Oregon
$2.39K – – –
RIL
212
Rothschild Investment LLC
Illinois
$2.39K +$598 +10 +33%
SS
213
SBI Securities
Japan
$2.39K +$2.39K +40 New
ST
214
Smithfield Trust
Pennsylvania
$2K -$1K -15 -33%
CAL
215
Capital Advisors Ltd
Ohio
$2K – – –
JWA
216
JFS Wealth Advisors
Pennsylvania
$1.98K – – –
LC
217
Lindbrook Capital
California
$1.92K +$1.92K +32 New
GWM
218
Geneos Wealth Management
Colorado
$1.86K +$539 +9 +41%
GRP
219
Global Retirement Partners
California
$1.74K -$239 -4 -12%
PWMG
220
Prestige Wealth Management Group
New Jersey
$1.68K – – –
MCM
221
MV Capital Management
Maryland
$1.32K +$599 +10 +83%
CWC
222
Carolinas Wealth Consulting
North Carolina
$1.08K +$1.08K +18 New
C
223
Covestor
United Kingdom
$1K +$83 +1 +9%
AF
224
Allworth Financial
California
$972 -$648 -10 -40%
BIA
225
Bell Investment Advisors
California
$898 – – –
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