Helen of Troy
HELE
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.
2.3% less ownership
Funds ownership: 107.58% → 105.29% (-2.3%)
4% less funds holding
Funds holding: 254 → 244 (-10)
13% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 86
15% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 68
35% less capital invested
Capital invested by funds: $2.28B → $1.49B (-$791M)
37% less call options, than puts
Call options by funds: $33.9M | Put options by funds: $53.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$63.1M |
| 2 |
BlackRock
New York
|
+$41.2M |
| 3 |
Pzena Investment Management
New York
|
+$34.4M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$19.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$177M |
| 2 |
SCM
Snyder Capital Management
San Francisco,
California
|
-$58.4M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$55.6M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$46.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.6M |
HELE Hedge Fund Activity: Q3 2024 in Review
244 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2024, worth a combined $1.49B — down 35% from $2.28B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of HELE and 58 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 75 added.
The largest buyer was Pacer Advisors, adding an estimated $63.1M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $177M sold.
- 244 institutional investors held Helen of Troy (HELE) as of Q3 2024, down from 254 in Q2 2024.
- Funds reported $1.49B of Helen of Troy stock for Q3 2024, down 35% quarter-over-quarter.
- 58 funds opened new Helen of Troy positions in Q3 2024 and 68 closed out, a net change of -10 holders.
- The largest Helen of Troy buyer in Q3 2024 was Pacer Advisors, an estimated $63.1M added.
- The largest Helen of Troy seller in Q3 2024 was Cooke & Bieler, an estimated $177M sold.
Based on aggregated 13F filings for Q3 2024.