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Helen of Troy
HELE

Overview Fund Activity

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.

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

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$29.7M
2
Invesco
2
Invesco
Georgia
$18M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M
4
Capital International Investors
4
Capital International Investors
California
$39.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.66M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.23M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M 3,482,545 +37,325 +1%
BlackRock
2
BlackRock
New York
$261M 2,811,123 -8,751 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$221M 2,382,420 -21,309 -0.9%
CB
4
Cooke & Bieler
Pennsylvania
$177M 1,913,566 +36,095 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$107M 1,153,414 +102,767 +10%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$81.5M 878,344 -41,754 -5%
State Street
7
State Street
Massachusetts
$80M 863,099 +19,016 +2%
EARNEST Partners
8
EARNEST Partners
Georgia
$61.8M 666,256 +17,741 +3%
SCM
9
Snyder Capital Management
California
$58.4M 629,896 -47,917 -7%
Capital World Investors
10
Capital World Investors
California
$55.6M 600,000 – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$54.1M 583,677 +24,386 +4%
Macquarie Group
12
Macquarie Group
Australia
$48.1M 518,420 -23,045 -4%
Capital International Investors
13
Capital International Investors
California
$39.1M 421,921 +61,819 +17%
Fisher Asset Management
14
Fisher Asset Management
Washington
$38.7M 416,973 +1,510 +0.4%
Charles Schwab
15
Charles Schwab
California
$33.1M 357,062 +15,651 +5%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$29.9M 322,343 -5,809 -2%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$29.7M 320,779 +320,779 New
Norges Bank
18
Norges Bank
Norway
$26.6M 286,630 +44,824 +19%
Northern Trust
19
Northern Trust
Illinois
$26.1M 280,968 +7,020 +3%
RA
20
Royce & Associates
New York
$22.8M 245,886 +49,864 +25%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$21.9M 236,214 -101 -0%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$20.7M 222,926 -9,675 -4%
Man Group
23
Man Group
United Kingdom
$19.9M 214,398 -19,138 -8%
Bank of America
24
Bank of America
North Carolina
$18.9M 203,858 +6,502 +3%
Invesco
25
Invesco
Georgia
$18M 194,315 +141,398 +267%
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