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Helen of Troy
HELE

Overview Fund Activity

245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
94
Reduced
72
Closed
46
Calls
$52.2M
Puts
$117M
Net Calls
-$64.3M
Net Calls Change
-$73.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$59.1M
2
EARNEST Partners
EARNEST Partners
Georgia
+$55.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$33.7M
4
RA
Royce & Associates
New York
+$29.8M
5
CB
Cooke & Bieler
Pennsylvania
+$20.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$51.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$27.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.8M
4
NPIC
Neumeier Poma Investment Counsel
California
-$9.28M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$1.44K -$2.88K -26 -67%
PFBT
227
Parkside Financial Bank & Trust
Missouri
$1.33K +$1.33K +12 New
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$1.22K – – –
SC
229
Schubert & Co
Texas
$1.11K – – –
ADL
230
Asset Dedication LLC
California
$1K – – –
AAP
231
Arax Advisory Partners
Colorado
$665 – – –
SIC
232
SJS Investment Consulting
Ohio
$665 +$332 +3 +100%
HCP
233
Hexagon Capital Partners
Arkansas
$444 -$1.44K -13 -76%
VCM
234
Versant Capital Management
Arizona
$444 -$555 -5 -56%
DI
235
Disciplined Investments
Oklahoma
$444 – – –
ACM
236
AUA Capital Management
Pennsylvania
$444 – – –
AF
237
Advisornet Financial
Minnesota
$444 +$444 +4 New
AF
238
Allworth Financial
California
$333 – – –
N
239
Natixis
France
$333 +$333 +3 New
SWA
240
Sutton Wealth Advisors
Florida
$333 +$333 +3 New
NSIM
241
North Star Investment Management
Illinois
$222 – – –
WIM
242
Westside Investment Management
California
$6 – – –
Capital International Investors
243
Capital International Investors
California
– -$51.7M -535,940 Closed
NPIC
244
Neumeier Poma Investment Counsel
California
– -$9.28M -96,215 Closed
Loomis, Sayles & Company
245
Loomis, Sayles & Company
Massachusetts
– -$8.27M -85,759 Closed
BCIM
246
British Columbia Investment Management
British Columbia, Canada
– -$7.09M -73,500 Closed
EIP
247
Epoch Investment Partners
New York
– -$7.07M -73,306 Closed
EAM
248
Eagle Asset Management
Florida
– -$5.71M -59,189 Closed
ECM
249
ExodusPoint Capital Management
New York
– -$2.96M -30,647 Closed
JF
250
Jump Financial
Illinois
– -$2.24M -23,207 Closed
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