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Helen of Troy
HELE

Overview Fund Activity

295 hedge funds and large institutions have $4.06B invested in Helen of Troy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
95
Reduced
110
Closed
24
Calls
$29.9M
Puts
$14.7M
Net Calls
+$15.2M
Net Calls Change
+$583K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$46M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
CB
Cooke & Bieler
Pennsylvania
+$16.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.3M
5
Bessemer Group
Bessemer Group
New Jersey
+$9.98M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$67.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54M
3
ACA
Anchor Capital Advisors
Massachusetts
-$23.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$16.7M
5
GT
Glenmede Trust
Pennsylvania
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFP Advisors
Florida
$17K – – –
GWM
252
Geneos Wealth Management
Colorado
$16K – – –
UB
253
UMB Bank
Missouri
$14K -$675 -4 -5%
FHA
254
First Horizon Advisors
Tennessee
$12K +$6.95K +44 +138%
Nomura Asset Management
255
Nomura Asset Management
Japan
$11.4K – – –
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$11K -$7.81K -49 -42%
BTI
257
Blue Trust Inc
Georgia
$11K +$11K +58 New
ST
258
Smithfield Trust
Pennsylvania
$7K – – –
Walleye Trading
259
Walleye Trading
New York
$7K +$7K +43 New
KFI
260
Key Financial Inc
Pennsylvania
$6K – – –
KFS
261
Kelly Financial Services
Massachusetts
$5.04K – – –
PWMG
262
Prestige Wealth Management Group
New Jersey
$5K – – –
VVP
263
Venture Visionary Partners
Ohio
$4.87K +$4.87K +30 New
HWMA
264
Heritage Wealth Management (Arizona)
Arizona
$4.22K – – –
GEA
265
Glen Eagle Advisors
New Jersey
$4.06K +$4.06K +25 New
SSB
266
Sandy Spring Bank
Maryland
$4K -$2.67K -16 -40%
JWA
267
JFS Wealth Advisors
Pennsylvania
$4K -$923 -6 -19%
QC
268
Quent Capital
New York
$4K – – –
PTC
269
Private Trust Company
Ohio
$4K +$4K +22 New
HFS
270
Heritage Financial Services
Massachusetts
$4K +$4K +29 New
GFPC
271
Global Financial Private Client
Florida
$3.48K – – –
Twin Tree Management
272
Twin Tree Management
Texas
$3K -$235K -1,409 -99%
ZB
273
Zions Bancorporation
Utah
$3K -$4.88K -26 -62%
PFS
274
Prospera Financial Services
Texas
$3K +$789 +5 +36%
ACM
275
AUA Capital Management
Pennsylvania
$2K -$400 -2 -17%
9 10
11
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