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Helen of Troy

289 hedge funds and large institutions have $6.17B invested in Helen of Troy in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
105
Reduced
98
Closed
17
Calls
$28.9M
Puts
$9.9M
Net Calls
+$19M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
251
Reilly Financial Advisors
California
$49K
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$47K -$734 -3 -2%
AssetMark Inc
253
AssetMark Inc
California
$41K
TWA
254
TCI Wealth Advisors
Arizona
$33K
PA
255
Parallel Advisors
California
$27K
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$26K +$9.69K +41 +59%
GWM
257
Geneos Wealth Management
Colorado
$24K
IA
258
IFP Advisors
Florida
$24K
UB
259
UMB Bank
Missouri
$21K +$21K +87 New
FHA
260
First Horizon Advisors
Tennessee
$19K
GAM
261
Gemmer Asset Management
California
$15K
CFGS
262
Concourse Financial Group Securities
Alabama
$15K
SCA
263
Snowden Capital Advisors
New York
$14K +$14K +61 New
ST
264
Smithfield Trust
Pennsylvania
$11K
PCG
265
Private Capital Group
Connecticut
$10K
SSB
266
Sandy Spring Bank
Maryland
$10K +$6K +24 +150%
Manulife (Manufacturers Life Insurance)
267
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.5K -$150 -614 -2%
KFS
268
Kelly Financial Services
Massachusetts
$7.58K
PWMG
269
Prestige Wealth Management Group
New Jersey
$7K
FPS
270
Fieldpoint Private Securities
Connecticut
$6K
QC
271
Quent Capital
New York
$6K +$6K +24 New
GFPC
272
Global Financial Private Client
Florida
$5.13K
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$5K
FAG
274
Fortitude Advisory Group
Washington
$4K +$4K +16 New
Jones Financial Companies
275
Jones Financial Companies
Missouri
$3K