HELE icon

Helen of Troy
HELE

Overview Fund Activity

245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
94
Reduced
72
Closed
46
Calls
$52.2M
Puts
$117M
Net Calls
-$64.3M
Net Calls Change
-$73.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$323M
2
EARNEST Partners
EARNEST Partners
Georgia
$55.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
$182M
4
RA
Royce & Associates
New York
$30.9M
5
CB
Cooke & Bieler
Pennsylvania
$201M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$26.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.28M
4
NPIC
Neumeier Poma Investment Counsel
California
$0
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
TwinBeech Capital
New York
– -$2.23M -23,102 Closed
ACM
252
AlphaCrest Capital Management
New York
– -$2.15M -22,329 Closed
CCIA
253
Campbell & Co Investment Adviser
Maryland
– -$2.04M -21,189 Closed
HPIA
254
Hamilton Point Investment Advisors
North Carolina
– -$2.03M -21,041 Closed
DA
255
Duality Advisers
Florida
– -$1.44M -14,889 Closed
EGM
256
Engineers Gate Manager
New York
– -$1.28M -13,303 Closed
SGI
257
Summit Global Investments
Utah
– -$843K -8,745 Closed
JIR
258
James Investment Research
Ohio
– -$739K -7,665 Closed
IMRF
259
Illinois Municipal Retirement Fund
Illinois
– -$737K -7,646 Closed
SIA
260
Sit Investment Associates
Minnesota
– -$726K -7,530 Closed
WCM Investment Management
261
WCM Investment Management
California
– -$720K -7,248 Closed
DTL
262
Dynamic Technology Lab
Singapore
– -$534K -5,540 Closed
Verition Fund Management
263
Verition Fund Management
Connecticut
– -$518K -5,370 Closed
YIH
264
Y-Intercept (HK)
Hong Kong
– -$496K -5,147 Closed
PP
265
PDT Partners
New York
– -$357K -3,698 Closed
MF
266
Magnetar Financial
Illinois
– -$348K -3,609 Closed
VF
267
Virtu Financial
New York
– -$330K -3,427 Closed
QT
268
Quantamental Technologies
New York
– -$322K -3,336 Closed
PAM
269
Panagora Asset Management
Massachusetts
– -$318K -3,302 Closed
LA
270
Lindenwold Advisors
Pennsylvania
– -$276K -2,863 Closed
FC
271
FORA Capital
Florida
– -$268K -2,780 Closed
ET
272
Equitable Trust
Tennessee
– -$249K -2,580 Closed
TSS
273
Two Sigma Securities
New York
– -$245K -2,539 Closed
BAM
274
Blueshift Asset Management
New Jersey
– -$228K -2,365 Closed
PTC
275
Petrus Trust Company
Texas
– -$223K -2,308 Closed
8 9 10
11
12