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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.

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

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$125M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.6M
3
CB
3
Cooke & Bieler
Pennsylvania
$216M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$6.33M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$397M 3,445,220 +112,007 +3%
BlackRock
2
BlackRock
New York
$325M 2,819,874 -2,205 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$277M 2,403,729 +92 +0%
CB
4
Cooke & Bieler
Pennsylvania
$216M 1,877,471 -121,254 -6%
Capital Research Global Investors
5
Capital Research Global Investors
California
$125M 1,086,151 -674,878 -38%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$121M 1,050,647 +7,892 +0.8%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$106M 920,098 +13,206 +1%
State Street
8
State Street
Massachusetts
$97.3M 844,083 +9,366 +1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$90.5M 785,474 +8,558 +1%
SCM
10
Snyder Capital Management
California
$78.1M 677,813 +191,641 +39%
EARNEST Partners
11
EARNEST Partners
Georgia
$74.7M 648,515 +63,595 +11%
Capital World Investors
12
Capital World Investors
California
$69.1M 600,000 -85,000 -12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$64.5M 559,291 +20,052 +4%
Macquarie Group
14
Macquarie Group
Australia
$62.4M 541,465 +46,548 +9%
Fisher Asset Management
15
Fisher Asset Management
Washington
$47.9M 415,463 -3,680 -0.9%
Capital International Investors
16
Capital International Investors
California
$41.5M 360,102 +44,758 +14%
Charles Schwab
17
Charles Schwab
California
$39.3M 341,411 +6,568 +2%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$37.8M 328,152 -1,223 -0.4%
Northern Trust
19
Northern Trust
Illinois
$31.6M 273,948 -30,668 -10%
Norges Bank
20
Norges Bank
Norway
$27.9M 241,806 +15,169 +7%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$27.2M 236,315 +38,074 +19%
Goldman Sachs
22
Goldman Sachs
New York
$27M 233,948 -23,102 -9%
Man Group
23
Man Group
United Kingdom
$26.9M 233,536 -14,788 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$26.8M 232,601 -10,016 -4%
Bank of America
25
Bank of America
North Carolina
$22.7M 197,356 +15,972 +9%
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