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Helen of Troy
HELE

Overview Fund Activity

247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
100
Reduced
74
Closed
31
Calls
$84.8M
Puts
$503M
Net Calls
-$419M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.7M
4
Capital International Investors
4
Capital International Investors
California
$30M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$74.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$723K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
226
Private Trust Company
Ohio
$2.57K -$476 -5 -16%
CWC
227
Carolinas Wealth Consulting
North Carolina
$2.47K +$856 +9 +53%
CFGS
228
Concourse Financial Group Securities
Alabama
$2.38K +$2.38K +25 New
Parallax Volatility Advisers
229
Parallax Volatility Advisers
California
$2.28K +$2.28K +24 New
GFPC
230
Global Financial Private Client
Florida
$2.02K – – –
PPC
231
Park Place Capital
Alabama
$1.52K – – –
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.05K – – –
ADL
233
Asset Dedication LLC
California
$1K – – –
NA
234
NewEdge Advisors
Louisiana
$857 -$79.2K -832 -99%
SC
235
Schubert & Co
Texas
$857 -$95 -1 -10%
SIC
236
SJS Investment Consulting
Ohio
$572 – – –
AAP
237
Arax Advisory Partners
Colorado
$572 – – –
JWA
238
JFS Wealth Advisors
Pennsylvania
$476 -$762 -8 -62%
AF
239
Advisornet Financial
Minnesota
$476 +$95 +1 +25%
DI
240
Disciplined Investments
Oklahoma
$476 +$95 +1 +25%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$381 -$762 -8 -67%
HCP
242
Hexagon Capital Partners
Arkansas
$381 – – –
AF
243
Allworth Financial
California
$286 – – –
VCM
244
Versant Capital Management
Arizona
$95 -$285 -3 -75%
NSIM
245
North Star Investment Management
Illinois
$95 -$95 -1 -50%
Brown Advisory
246
Brown Advisory
Maryland
– -$16.5M -149,041 Closed
BTW
247
Boston Trust Walden
Massachusetts
– -$15.5M -139,981 Closed
LCM
248
Landscape Capital Management
New Jersey
– -$9.1M -82,062 Closed
RCMC
249
RK Capital Management (Colorado)
Colorado
– -$7.31M -65,900 Closed
Point72 Asset Management
250
Point72 Asset Management
Connecticut
– -$7.21M -64,995 Closed
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