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Helen of Troy
HELE

Overview Fund Activity

276 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$287M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
3
Capital World Investors
Capital World Investors
California
$173M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.4M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$292M
3
Goldman Sachs
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
226
Arlington Partners
Alabama
$129K – – –
TRCT
227
Tower Research Capital (TRC)
New York
$122K -$245K -1,254 -67%
VanEck Associates
228
VanEck Associates
New York
$122K +$16.6K +85 +16%
Macquarie Group
229
Macquarie Group
Australia
$66.1K +$6.47K +33,010 +11%
MAM
230
Meeder Asset Management
Ohio
$55K -$3.52K -18 -6%
HIA
231
Harbor Investment Advisory
Maryland
$44K – – –
TPCW
232
TD Private Client Wealth
New York
$40.9K +$40.9K +209 New
Bessemer Group
233
Bessemer Group
New Jersey
$39K +$197 +1 +0.5%
SPIA
234
Steward Partners Investment Advisory
New York
$38K -$18.8K -97 -33%
AssetMark Inc
235
AssetMark Inc
California
$33K – – –
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$32K +$10.5K +54 +49%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$23K -$14.4K -74 -39%
PA
238
Parallel Advisors
California
$22K – – –
DBG
239
De Burlo Group
Massachusetts
$19.6K +$19.6K +100 New
GWM
240
Geneos Wealth Management
Colorado
$19K – – –
IA
241
IFP Advisors
Florida
$17K -$89.3K -84 -84%
UB
242
UMB Bank
Missouri
$17K – – –
Nomura Asset Management
243
Nomura Asset Management
Japan
$13.7K +$13.7K +70 New
TWA
244
TCI Wealth Advisors
Arizona
$12K -$16.1K -78 -57%
GAM
245
Gemmer Asset Management
California
$11K – – –
ST
246
Smithfield Trust
Pennsylvania
$9K – – –
SSB
247
Sandy Spring Bank
Maryland
$8K – – –
ZB
248
Zions Bancorporation
Utah
$8K +$8K +42 New
KFI
249
Key Financial Inc
Pennsylvania
$7K +$7K +36 New
KFS
250
Kelly Financial Services
Massachusetts
$6.07K – – –
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