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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Helen of Troy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
78
Reduced
94
Closed
30
Calls
$106M
Puts
$164M
Net Calls
-$58.3M
Net Calls Change
-$18.3M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$26.1M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$10.8M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$26.8M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$5.92M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.88M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$358M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.88M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.9M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.38M
5
NIG
5
NFJ Investment Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$358M 3,068,157 -330,055 -10%
BlackRock
2
BlackRock
New York
$324M 2,778,312 -8,005 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$281M 2,408,664 +16,124 +0.7%
CB
4
Cooke & Bieler
Pennsylvania
$237M 2,030,175 -20,290 -1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$192M 1,646,814 +858 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$124M 1,067,168 -32,517 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$118M 1,014,898 -82,990 -8%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$108M 924,912 -82,335 -8%
Capital World Investors
9
Capital World Investors
California
$96.8M 830,500 – –
State Street
10
State Street
Massachusetts
$96.2M 825,067 +6,351 +0.8%
EARNEST Partners
11
EARNEST Partners
Georgia
$71.1M 610,136 -25,943 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$61M 523,005 +20,174 +4%
SCM
13
Snyder Capital Management
California
$60.4M 518,044 -10,312 -2%
Macquarie Group
14
Macquarie Group
Australia
$58.2M 499,599 +17,119 +4%
Fisher Asset Management
15
Fisher Asset Management
Washington
$57.4M 492,063 -16,679 -3%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$39.5M 338,591 -30,073 -8%
Charles Schwab
17
Charles Schwab
California
$39M 334,551 +11,285 +3%
Northern Trust
18
Northern Trust
Illinois
$38.4M 329,849 +26,990 +9%
Capital International Investors
19
Capital International Investors
California
$36.8M 315,344 – –
Goldman Sachs
20
Goldman Sachs
New York
$32.1M 275,759 -392 -0.1%
Victory Capital Management
21
Victory Capital Management
Texas
$28.7M 245,863 -76,486 -24%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$28.2M 242,122 -11,070 -4%
Man Group
23
Man Group
United Kingdom
– – -126,814 Closed
Bank of New York Mellon
24
Bank of New York Mellon
New York
$27.9M 239,354 -2,717 -1%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$26.8M 230,259 +85,805 +59%
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