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Helen of Troy
HELE

Overview Fund Activity

276 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$287M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
3
Capital World Investors
Capital World Investors
California
$173M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.4M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$292M
3
Goldman Sachs
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$6K -$9.19K -49 -60%
JWA
252
JFS Wealth Advisors
Pennsylvania
$6K +$4.88K +26 +433%
FPS
253
Fieldpoint Private Securities
Connecticut
$5K – – –
PWMG
254
Prestige Wealth Management Group
New Jersey
$5K – – –
QC
255
Quent Capital
New York
$5K – – –
HWMA
256
Heritage Wealth Management (Arizona)
Arizona
$5K +$5K +26 New
GFPC
257
Global Financial Private Client
Florida
$4.2K – – –
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$4K -$77.8K -428 -95%
FAG
259
Fortitude Advisory Group
Washington
$3K – – –
PFS
260
Prospera Financial Services
Texas
$3K +$3K +14 New
ACM
261
AUA Capital Management
Pennsylvania
$2K – – –
VCM
262
Versant Capital Management
Arizona
$2K – – –
CI
263
Cordant Inc
Oregon
$2K +$2K +8 New
FF
264
FourThought Financial
Florida
$2K +$2K +10 New
ADL
265
Asset Dedication LLC
California
$2K +$2K +12 New
AF
266
Allworth Financial
California
$1K – – –
AAP
267
Arax Advisory Partners
Colorado
$1K – – –
SC
268
Schubert & Co
Texas
$1K – – –
FMP
269
Financial Management Professionals
Texas
$1K – – –
DI
270
Disciplined Investments
Oklahoma
$1K +$1K +4 New
APA
271
American Portfolios Advisors
New York
$783 – – –
WIM
272
Westside Investment Management
California
$11 – – –
Point72 Asset Management
273
Point72 Asset Management
Connecticut
– -$22.1M -90,300 Closed
MFIMFI
274
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$7.83M -32,018 Closed
HF
275
HRT Financial
New York
– -$1.28M -5,245 Closed
9 10
11
12 13