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Helen of Troy
HELE

Overview Fund Activity

244 hedge funds and large institutions have $1.49B invested in Helen of Troy in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 68 closing their positions.

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
75
Reduced
86
Closed
68
Calls
$33.9M
Puts
$53.6M
Net Calls
-$19.7M
Net Calls Change
-$1.67M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.2M
2
BlackRock
2
BlackRock
New York
$217M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$36M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$163M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$0
2
SCM
2
Snyder Capital Management
California
$0
3
Capital World Investors
3
Capital World Investors
California
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.64M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$178M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$217M 3,507,315 +696,192 +25%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$178M 2,880,457 -602,088 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$163M 2,640,823 +258,403 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$67.5M 1,090,928 -62,486 -5%
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$66.2M 1,069,940 +1,066,418 +30,279%
State Street
6
State Street
Massachusetts
$55.3M 894,681 +31,582 +4%
EARNEST Partners
7
EARNEST Partners
Georgia
$39.5M 638,357 -27,899 -4%
Pzena Investment Management
8
Pzena Investment Management
New York
$36M 581,442 +581,442 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.2M 535,883 -47,794 -8%
Macquarie Group
10
Macquarie Group
Australia
$31.3M 506,767 -11,653 -2%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$26.7M 432,254 +111,475 +35%
Fisher Asset Management
12
Fisher Asset Management
Washington
$25.6M 413,114 -3,859 -0.9%
Charles Schwab
13
Charles Schwab
California
$25.4M 410,078 +53,016 +15%
Morgan Stanley
14
Morgan Stanley
New York
$24.1M 389,776 +208,204 +115%
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$20.9M 338,126 +335,884 +14,981%
Goldman Sachs
16
Goldman Sachs
New York
$19.6M 317,287 +175,616 +124%
AQR Capital Management
17
AQR Capital Management
Connecticut
$19M 307,441 +229,286 +293%
Capital International Investors
18
Capital International Investors
California
$16.7M 269,597 -152,324 -36%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$16.4M 264,616 -57,727 -18%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$15M 242,395 +118,814 +96%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$14.6M 235,877 -337 -0.1%
ICM
22
Invenomic Capital Management
Massachusetts
$14.3M 231,256 +231,256 New
SFM
23
Systematic Financial Management
New Jersey
$14M 226,879 +33,010 +17%
Northern Trust
24
Northern Trust
Illinois
$14M 225,864 -55,104 -20%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$13.8M 223,120 +223,120 New
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