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Helen of Troy
HELE

Overview Fund Activity

256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-39
Holders Change %
-13.22%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
103
Reduced
90
Closed
65
Calls
$15.3M
Puts
$5.89M
Net Calls
+$9.38M
Net Calls Change
-$5.85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$230M
2
NIG
NFJ Investment Group
Texas
$18.1M
3
Victory Capital Management
Victory Capital Management
Texas
$41.7M
4
SCM
Snyder Capital Management
California
$52.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$51.7M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Lazard Asset Management
Lazard Asset Management
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$129M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
226
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
PTC
227
Private Trust Company
Ohio
$3K +$938 +10 +45%
FF
228
FourThought Financial
Florida
$3K +$2K +20 +200%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.33K +28 +350%
BWA
230
BDO Wealth Advisors
Florida
$3K +$3K +35 New
KFS
231
Kelly Financial Services
Massachusetts
$2.99K – – –
GFPC
232
Global Financial Private Client
Florida
$2.08K – – –
QC
233
Quent Capital
New York
$2K – – –
HCP
234
Hexagon Capital Partners
Arkansas
$2K +$706 +6 +55%
AIP
235
Almanack Investment Partners
Pennsylvania
$2K +$2K +16 New
EWA
236
EverSource Wealth Advisors
Alabama
$2K +$2K +16 New
BIA
237
Bell Investment Advisors
California
$2K +$1.5K +18 +300%
VCM
238
Versant Capital Management
Arizona
$1K -$222 -2 -18%
ADL
239
Asset Dedication LLC
California
$1K – – –
SC
240
Schubert & Co
Texas
$1K +$200 +2 +25%
AAP
241
Arax Advisory Partners
Colorado
$1K +$1K +6 New
PAI
242
Pittenger & Anderson Inc
Nebraska
$1K +$1K +9 New
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +11 New
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$598 -$593 -4,737 -50%
APA
245
American Portfolios Advisors
New York
$386 – – –
WIM
246
Westside Investment Management
California
$5 – – –
Fidelity International
247
Fidelity International
Bermuda
– -$24.9M -153,487 Closed
Lazard Asset Management
248
Lazard Asset Management
New York
– -$15.3M -93,924 Closed
AACP
249
Advantage Alpha Capital Partners
California
– -$7.29M -44,874 Closed
ZCM
250
Ziegler Capital Management
Illinois
– -$6.83M -42,034 Closed
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