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Helen of Troy
HELE

Overview Fund Activity

256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-39
Holders Change %
-13.22%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
103
Reduced
90
Closed
65
Calls
$15.3M
Puts
$5.89M
Net Calls
+$9.38M
Net Calls Change
-$5.85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$230M
2
NIG
NFJ Investment Group
Texas
$18.1M
3
Victory Capital Management
Victory Capital Management
Texas
$41.7M
4
SCM
Snyder Capital Management
California
$52.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$51.7M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Lazard Asset Management
Lazard Asset Management
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$129M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
251
Landscape Capital Management
New Jersey
– -$6.32M -38,931 Closed
CM
252
Castleark Management
Illinois
– -$5.58M -34,360 Closed
HF
253
HRT Financial
New York
– -$4.95M -30,500 Closed
Amundi
254
Amundi
France
– -$3.03M -24,135 Closed
William Blair Investment Management
255
William Blair Investment Management
Illinois
– -$3.43M -21,100 Closed
Aviva
256
Aviva
United Kingdom
– -$2.11M -12,987 Closed
MAM
257
Martingale Asset Management
Massachusetts
– -$1.65M -10,157 Closed
HW
258
Hancock Whitney
Mississippi
– -$1.55M -9,566 Closed
CAM
259
Congress Asset Management
Massachusetts
– -$1.55M -9,511 Closed
CWM
260
Congress Wealth Management
Massachusetts
– -$870K -5,362 Closed
AQR Capital Management
261
AQR Capital Management
Connecticut
– -$697K -4,487 Closed
Wellington Management Group
262
Wellington Management Group
Massachusetts
– -$688K -4,236 Closed
ZIM
263
Zacks Investment Management
Illinois
– -$630K -3,878 Closed
TI
264
Trexquant Investment
Connecticut
– -$574K -3,534 Closed
BMO
265
Beck Mack & Oliver
New York
– -$568K -3,500 Closed
AIC
266
Aurora Investment Counsel
Georgia
– -$540K -3,323 Closed
GAM
267
Gotham Asset Management
New York
– -$533K -3,279 Closed
HSBC Holdings
268
HSBC Holdings
United Kingdom
– -$512K -3,146 Closed
MM
269
MQS Management
New York
– -$497K -3,060 Closed
PCM
270
Prelude Capital Management
New York
– -$437K -2,688 Closed
JCM
271
Janney Capital Management
Pennsylvania
– -$357K -2,201 Closed
AWA
272
Arkadios Wealth Advisors
Georgia
– -$347K -2,139 Closed
CGH
273
Crossmark Global Holdings
Texas
– -$330K -2,033 Closed
BC
274
Burney Company
Virginia
– -$329K -2,023 Closed
MUAMU
275
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$325K -2,000 Closed
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