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Helen of Troy
HELE

Overview Fund Activity

295 hedge funds and large institutions have $4.06B invested in Helen of Troy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
95
Reduced
110
Closed
24
Calls
$29.9M
Puts
$14.7M
Net Calls
+$15.2M
Net Calls Change
+$583K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$46M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
CB
Cooke & Bieler
Pennsylvania
+$16.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.3M
5
Bessemer Group
Bessemer Group
New Jersey
+$9.98M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$67.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54M
3
ACA
Anchor Capital Advisors
Massachusetts
-$23.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$16.7M
5
GT
Glenmede Trust
Pennsylvania
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
226
Sadoff Investment Management
Wisconsin
$237K – – –
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$233K -$12K -74 -5%
GC
228
Guggenheim Capital
Illinois
$231K -$62.2K -381 -21%
PA
229
Profund Advisors
Maryland
$230K -$67.4K -415 -23%
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$217K +$17.9K +110 +9%
II
231
Inspire Investing
Idaho
$212K +$16.6K +102 +8%
DSC
232
Duncker Streett & Co
Missouri
$208K -$22.7K -140 -10%
IB
233
Intrust Bank
Kansas
$207K -$17.4K -107 -8%
SCM
234
Shelton Capital Management
Colorado
$207K – – –
IAS
235
IMA Advisory Services
Colorado
$195K – – –
Ohio Public Employees Retirement System (OPERS)
236
Ohio Public Employees Retirement System (OPERS)
Ohio
$163K -$157K -968 -49%
SOW
237
State of Wyoming
Wyoming
$141K -$103K -638 -42%
AP
238
Arlington Partners
Alabama
$107K – – –
VanEck Associates
239
VanEck Associates
New York
$106K +$4.4K +27 +4%
DZ Bank
240
DZ Bank
Germany
$65K +$65K +400 New
MAM
241
Meeder Asset Management
Ohio
$47K +$1.62K +10 +4%
SWA
242
SOA Wealth Advisors
New York
$40K -$120K -750 -75%
HIA
243
Harbor Investment Advisory
Maryland
$37K – – –
CWM
244
Castle Wealth Management
Florida
$33K +$33K +206 New
TPCW
245
TD Private Client Wealth
New York
$31K -$2.92K -18 -9%
SPIA
246
Steward Partners Investment Advisory
New York
$26K -$5.26K -33 -17%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$26K -$160 -1 -0.6%
AssetMark Inc
248
AssetMark Inc
California
$22K -$4.78K -30 -18%
TWA
249
TCI Wealth Advisors
Arizona
$19K +$9.5K +58 +100%
PA
250
Parallel Advisors
California
$18K +$321 +2 +2%
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