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Helen of Troy
HELE

Overview Fund Activity

239 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 43 closing their positions.

Holders
239
Holders Change
-5
Holders Change %
-2.05%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
67
Closed
43
Calls
$34.2M
Puts
$34.6M
Net Calls
-$468K
Net Calls Change
+$19.3M

Top Buyers

1
CCPM
1
Cooper Creek Partners Management
New York
$41.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$38.7M
3
MVP
3
Medina Value Partners
California
$19.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$20.9M
5
Bank of America
5
Bank of America
North Carolina
$21.8M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$0
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$650K
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$0
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$6.61M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$218M 3,636,991 +129,676 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M 2,679,872 -200,585 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$157M 2,626,315 -14,508 -0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.9M 1,084,426 -6,502 -0.6%
State Street
5
State Street
Massachusetts
$55.7M 931,536 +36,855 +4%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$55M 919,514 -150,426 -14%
EARNEST Partners
7
EARNEST Partners
Georgia
$45.3M 757,339 +118,982 +19%
Pzena Investment Management
8
Pzena Investment Management
New York
$42.2M 705,711 +124,269 +21%
CCPM
9
Cooper Creek Partners Management
New York
$41.2M 689,416 +689,416 New
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$38.7M 646,746 +528,305 +446%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32M 534,565 -1,318 -0.2%
Charles Schwab
12
Charles Schwab
California
$28.8M 482,154 +72,076 +18%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$26.4M 440,851 +8,597 +2%
Morgan Stanley
14
Morgan Stanley
New York
$22.3M 372,698 -17,078 -4%
Bank of America
15
Bank of America
North Carolina
$21.8M 364,180 +162,460 +81%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$20.9M 349,205 +178,310 +104%
MVP
17
Medina Value Partners
California
$19.1M 318,463 +239,593 +304%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$18.1M 302,709 +100,767 +50%
Capital International Investors
19
Capital International Investors
California
$16.1M 269,597 – –
Northern Trust
20
Northern Trust
Illinois
$15.5M 258,835 +32,971 +15%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$14.4M 239,857 -2,538 -1%
Goldman Sachs
22
Goldman Sachs
New York
$14.2M 237,710 -79,577 -25%
SFM
23
Systematic Financial Management
New Jersey
$14.2M 236,809 +9,930 +4%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$14M 234,049 -1,828 -0.8%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$12.5M 208,190 -14,930 -7%
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