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Helen of Troy
HELE

Overview Fund Activity

247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
100
Reduced
74
Closed
31
Calls
$84.8M
Puts
$503M
Net Calls
-$419M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.7M
4
Capital International Investors
4
Capital International Investors
California
$30M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$74.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$723K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
251
Wedge Capital Management
North Carolina
– – -53,049 Closed
HF
252
HRT Financial
New York
– – -50,826 Closed
Two Sigma Advisers
253
Two Sigma Advisers
New York
– – -29,363 Closed
Neuberger Berman Group
254
Neuberger Berman Group
New York
– – -24,667 Closed
E
255
Ergoteles
New York
– – -21,266 Closed
FG
256
Formula Growth
Quebec, Canada
– – -15,000 Closed
EP
257
Edgestream Partners
New Jersey
– – -13,487 Closed
PI
258
PEAK6 Investments
Illinois
– – -12,964 Closed
BCM
259
Bayesian Capital Management
New York
– – -11,700 Closed
PFO
260
Pathstone Family Office
New Jersey
– – -7,008 Closed
SSA
261
Schonfeld Strategic Advisors
New York
– – -5,500 Closed
ETC
262
Exchange Traded Concepts
Oklahoma
– – -4,858 Closed
MAM
263
Meeder Asset Management
Ohio
– – -3,485 Closed
CCM
264
Chimera Capital Management
New York
– – -3,297 Closed
PA
265
Pinnacle Associates
New York
– – -3,205 Closed
LOAMU
266
Lombard Odier Asset Management (USA)
New York
– – -2,894 Closed
API
267
Advisor Partners II
California
– – -1,915 Closed
STAS
268
Strong Tower Advisory Services
Minnesota
– – -1,848 Closed
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
– – -372 Closed
USCWA
270
U.S. Capital Wealth Advisors
Texas
– – -144 Closed
KFI
271
Key Financial Inc
Pennsylvania
– – -36 Closed
IA
272
IFP Advisors
Florida
– – -20 Closed
ACM
273
AUA Capital Management
Pennsylvania
– – -4 Closed
N
274
Natixis
France
– – -3 Closed
SWA
275
Sutton Wealth Advisors
Florida
– – -3 Closed
8 9 10
11
12