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Helen of Troy
HELE

Overview Fund Activity

289 hedge funds and large institutions have $6.17B invested in Helen of Troy in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
105
Reduced
98
Closed
17
Calls
$28.9M
Puts
$9.9M
Net Calls
+$19M
Net Calls Change
+$14.6M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$337M
3
Capital World Investors
3
Capital World Investors
California
$191M
4
Norges Bank
4
Norges Bank
Norway
$42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$11.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.8M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$111M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$474M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$391M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
226
Magnetar Financial
Illinois
$267K +$267K +1,092 New
CCM
227
Coldstream Capital Management
Washington
$266K +$266K +1,088 New
RHJA
228
Rice Hall James & Associates
California
$264K – – –
AAS
229
Avantax Advisory Services
Texas
$259K +$259K +1,059 New
HighTower Advisors
230
HighTower Advisors
Illinois
$256K +$20K +82 +8%
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$248K -$11.5K -47 -4%
OWP
232
Obermeyer Wealth Partners
Colorado
$244K – – –
II
233
Inspire Investing
Idaho
$243K -$10K -41 -4%
SWA
234
SOA Wealth Advisors
New York
$242K – – –
YIH
235
Y-Intercept (HK)
Hong Kong
$239K +$239K +979 New
6M
236
6 Meridian
Kansas
$237K +$1.47K +6 +0.6%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$235K -$3.42K -14 -1%
ASN
238
Advisory Services Network
Georgia
$222K +$1.71K +7 +0.8%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$213K +$213K +874 New
JG
240
Jefferies Group
New York
$202K +$202K +826 New
AP
241
Arlington Partners
Alabama
$161K – – –
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$144K -$52.6K -216 -27%
VanEck Associates
243
VanEck Associates
New York
$132K +$1.47K +6 +1%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$110K – – –
VI
245
Vestcor Inc
New Brunswick, Canada
$87K -$9.75K -40 -10%
MAM
246
Meeder Asset Management
Ohio
$73K +$2.93K +12 +4%
ACM
247
Aquatic Capital Management
Illinois
$73K +$73K +300 New
SPIA
248
Steward Partners Investment Advisory
New York
$72K – – –
HIA
249
Harbor Investment Advisory
Maryland
$55K – – –
Bessemer Group
250
Bessemer Group
New Jersey
$49K -$249 -1 -0.5%
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