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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.07B invested in Helen of Troy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
82
Reduced
90
Closed
30
Calls
$119M
Puts
$159M
Net Calls
-$40M
Net Calls Change
+$379M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$119M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.8M
4
CB
4
Cooke & Bieler
Pennsylvania
$221M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$119M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$109M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$1.05M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$68.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
226
Bell Investment Advisors
California
$2.05K -$1.19K -11 -37%
PFBT
227
Parkside Financial Bank & Trust
Missouri
$2.05K +$1.62K +15 +375%
Toronto Dominion Bank
228
Toronto Dominion Bank
Ontario, Canada
$2K +$2K +18 New
PPC
229
Park Place Capital
Alabama
$1.73K – – –
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$1.19K – – –
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.08K +$541 +5 +100%
BTI
232
Blue Trust Inc
Georgia
$1K -$14.1K -99 -93%
ADL
233
Asset Dedication LLC
California
$1K – – –
VF
234
VitalStone Financial
Texas
$1K +$1K +5 New
2L
235
25 LLC
Missouri
$655 +$655 +5 New
WTC
236
WhitTier Trust Company
Nevada
$648 -$28.1K -260 -98%
AAP
237
Arax Advisory Partners
Colorado
$648 – – –
AF
238
Advisornet Financial
Minnesota
$648 +$108 +1 +20%
SIC
239
SJS Investment Consulting
Ohio
$541 -$108 -1 -17%
DI
240
Disciplined Investments
Oklahoma
$432 -$108 -1 -20%
FCAG
241
First Capital Advisors Group
New Jersey
$432 +$432 +4 New
AF
242
Allworth Financial
California
$325 – – –
HCP
243
Hexagon Capital Partners
Arkansas
$324 -$108 -1 -25%
NSIM
244
North Star Investment Management
Illinois
$108 – – –
VCM
245
Versant Capital Management
Arizona
$108 – – –
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
– -$14M -146,926 Closed
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
– -$3.39M -35,631 Closed
AM
248
AGF Management
Ontario, Canada
– -$2.92M -30,670 Closed
QC
249
Quadrature Capital
United Kingdom
– -$2.72M -28,567 Closed
Squarepoint
250
Squarepoint
New York
– -$1.9M -19,939 Closed
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