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Helen of Troy
HELE

Overview Fund Activity

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.

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M
2
Man Group
2
Man Group
United Kingdom
$30M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.7M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$11.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$838K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$93.9M
3
Millennium Management
3
Millennium Management
New York
$6.79M
4
Capital World Investors
4
Capital World Investors
California
$82.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$472K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M 3,333,213 +265,056 +9%
BlackRock
2
BlackRock
New York
$341M 2,822,079 +43,767 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$290M 2,403,637 -5,027 -0.2%
CB
4
Cooke & Bieler
Pennsylvania
$241M 1,998,725 -31,450 -2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$213M 1,761,029 +114,215 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$126M 1,042,755 -24,413 -2%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$110M 906,892 -18,020 -2%
State Street
8
State Street
Massachusetts
$101M 834,717 +9,650 +1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$93.9M 776,916 -237,982 -23%
Capital World Investors
10
Capital World Investors
California
$82.8M 685,000 -145,500 -18%
Polen Capital Management
11
Polen Capital Management
Florida
$81M 20,112 -1,963 -9%
EARNEST Partners
12
EARNEST Partners
Georgia
$70.7M 584,920 -25,216 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$65.2M 539,239 +16,234 +3%
SCM
14
Snyder Capital Management
California
$62.5M 486,172 -31,872 -6%
Macquarie Group
15
Macquarie Group
Australia
$59.8M 494,917 -4,682 -0.9%
Fisher Asset Management
16
Fisher Asset Management
Washington
$50.6M 419,143 -72,920 -15%
Charles Schwab
17
Charles Schwab
California
$40.5M 334,843 +292 +0.1%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$39.8M 329,375 -9,216 -3%
Capital International Investors
19
Capital International Investors
California
$38.1M 315,344 – –
Northern Trust
20
Northern Trust
Illinois
$36.8M 304,616 -25,233 -8%
Morgan Stanley
21
Morgan Stanley
New York
$36.7M 304,168 +153,191 +101%
Goldman Sachs
22
Goldman Sachs
New York
$31.1M 257,050 -18,709 -7%
Man Group
23
Man Group
United Kingdom
$30M 248,324 +248,324 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$29.3M 242,617 +3,263 +1%
Norges Bank
25
Norges Bank
Norway
$27.4M 226,637 +4,214 +2%
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