Helen of Troy
HELE
243 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 67 reducing their positions, and 43 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 67
5% more capital inflows, than outflows
Capital inflows: $235M | Capital outflows: $224M
2% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 43
0.23% less ownership
Funds ownership: 105.29% → 105.05% (-0.23%)
1% less call options, than puts
Call options by funds: $34.2M | Put options by funds: $34.6M
1% less funds holding
Funds holding: 246 → 243 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
+$45.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$35.1M |
| 3 |
Medina Value Partners
Los Angeles,
California
|
+$15.9M |
| 4 |
Bank of New York Mellon
New York
|
+$11.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$31.3M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$26.7M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$16.4M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$15.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.3M |
HELE Hedge Fund Activity: Q4 2024 in Review
243 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2024, worth a combined $1.44B — down 3.3% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HELE positions and 43 closed out — a net gain of 1 holder — while 89 added to existing stakes and 67 trimmed.
The largest buyer was Cooper Creek Partners Management, opening a new position worth an estimated $45.8M. The largest seller was Macquarie Group, exiting entirely with an estimated $31.3M sold.
- 243 institutional investors held Helen of Troy (HELE) as of Q4 2024, down from 246 in Q3 2024.
- Funds reported $1.44B of Helen of Troy stock for Q4 2024, down 3.3% quarter-over-quarter.
- 44 funds opened new Helen of Troy positions in Q4 2024 and 43 closed out, a net change of +1 holder.
- The largest Helen of Troy buyer in Q4 2024 was Cooper Creek Partners Management, an estimated $45.8M added.
- The largest Helen of Troy seller in Q4 2024 was Macquarie Group, an estimated $31.3M sold.
Based on aggregated 13F filings for Q4 2024.